Alpha Sense BI

NOVEMBER 17, 2023

The information found within is both differentiated from other content sources and proves highly valuable as part of any market research workflow, whether that be M&A monitoring, market landscaping, competitive intelligence, or benchmarking.

Research 105

Research Due Diligence Analysis Competitive 105

Wink Intel

JULY 26, 2022

Ghali El Boukfaoui, Head of Insurance Solutions at UBS Investment Bank said: “We are proud to collaborate with Global Atlantic around UBS Climate Aware Equity index which allows investors to access the theme of a low carbon and climate resilient economy, exclusively within Global Atlantic inaugural Registered Index Linked Annuity.

Banking 40

Banking Capital Globalization Security 40

Alpha Sense BI

FEBRUARY 23, 2024

Over the last decade, the investment banking sector has been completely transformed by a myriad of factors —the mounting prevalence of digital transformation, shifting economic paradigms, and opportunities in trending areas such as sustainable finance, blockchain , RegTech, etc.

Banking 111

Banking Due Diligence Competitive Landscape Benchmarking 111

Wink Intel

DECEMBER 20, 2021

W&SF Group’s balance sheet assessment reflects a very favorable risk-adjusted capitalization level, as measured by Best’s Capital Adequacy Ratio (BCAR), which is enhanced by a high quality capital profile with no utilization of captives or permitted accounting practices. life and annuity market.

Capital 40

Capital IT Profiling Benchmarking 40

Wink Intel

APRIL 24, 2023

Our leadership in financial planning and advice and extensive wealth management capabilities led to another quarter of strong client engagement, double-digit growth in client flows and significant asset growth in the bank and certificate companies. Our capital strength is a clear differentiator for Ameriprise. compared to $7.10

Loss 40

Loss Capital Banking Retail 40

Alpha Sense BI

JUNE 29, 2023

Now more than ever, authentic programs and initiatives founded in prioritizing the environmental, social, and governance impact of supply chains prove to be one of the best ways to win over consumers, investors, and their capital—especially during an economic downturn.

Due Diligence 52

Due Diligence Finance Restaurants Banking 52

ArchIntel

MARCH 31, 2021

While working as senior strategy manager for almost two years, Fliegel was responsible for leading market assessments, strategic planning, as well as industry and competitor benchmarking. Before her employment at Aerospace, Van Hees was the senior vice president of Loop Capital Markets’ equity division.

Competitive 104

Competitive Due Diligence Marketing Marketing 104

Wink Intel

NOVEMBER 15, 2021

Continued active investment by established carriers and venture capital providers, alike, in emerging insurance markets in Southeast Asia , with a particular emphasis on insurtechs. To request a copy of report, please contact pressinquiries.mi@spglobal.com. spglobal.com.

Market Intelligence 52

Market Intelligence Globalization Intelligence Intelligence 52

ArchIntel

FEBRUARY 3, 2021

As a competitive intelligence manager, Voda leads the firm’s financial benchmarking process. In addition, Lavergne held management roles at GE Capital and HD Supply. He also provided insights for business process reviews, investor relations and the board of directors on a monthly and quarterly basis. ABOUT ARCHINTEL.

Competitive Intelligence 104

Competitive Intelligence Competitive Intelligence Intelligence 104

Wink Intel

OCTOBER 31, 2022

In addition, growth in our cash business and Bank drove higher spread income in Wealth Management that more than offset equity market depreciation in our businesses. . Ameriprise Bank approximately doubled in size from a year ago to $18.6 Ameriprise Bank grew to $18.6 Assets under management and administration were $1.1

Loss 40

Loss Banking Capital Retail 40

Wink Intel

APRIL 25, 2022

In terms of our capital strength, our diversified business generates significant free cash flow that we are disciplined in deploying to drive business growth and shareholder value. We plan to return approximately 90% of capital to shareholders this year. . Banking and deposit interest expense. . . per share. . . . (1)

Loss 40

Loss Banking Capital Retail 40

Alpha Sense BI

DECEMBER 1, 2022

Consolidation of these sectors is attractive for PE firms looking to deploy capital in the space and create business value for existing portfolio companies or gain share in established verticals, according to Jonathan Boyers, Head of KPMG’s UK Corporate Finance practice. billion for their European Capital XI Fund early in the year.

Due Diligence 69

Due Diligence Capital Sports Entertainment 69

Alpha Sense BI

DECEMBER 28, 2022

To combat this unpredictability, our State of Market Intelligence benchmark report found that 98% of respondents resort to using consumer-grade tools to make decisions. Central banks around the world engaged in aggressive rate hikes during the year, as chronicled by the International Monetary Fund. 10 Trends to Watch in 2023.

Marketing 52

Marketing Marketing Globalization Finance 52

Wink Intel

JANUARY 31, 2022

This allows us to generate a differentiated level of capital return to shareholders, while investing in the business and maintaining our balance sheet discipline. . The company returned $630 million of capital to shareholders in the quarter for a total of $2.4 Banking and deposit interest expense. . Other revenues. .

Loss 40

Loss Banking Capital Retail 40

Wink Intel

NOVEMBER 1, 2021

The company generated considerable free cash and returned $666 million of capital to shareholders in the quarter, which was 95 percent of adjusted operating earnings. . Excess capital was strong at $2.7 Banking and deposit interest expense. Consolidated Highlights and Capital Summary. (in percent. . . (1) 2,906. . .

Loss 40

Loss Banking Capital Retail 40

Wink Intel

JULY 26, 2021

The company returned $585 million of capital to shareholders in the quarter, which was 92 percent of adjusted operating earnings. . billion of fixed annuities, which will free up approximately $700 million of capital. Banking and deposit interest expense. Consolidated Highlights and Capital Summary. (in Other revenues.

Loss 40

Loss Capital Banking Retail 40

Wink Intel

APRIL 27, 2021

“With our consistent level of free-cash flow generation and financial strength, we were again able to increase our dividend another 9 percent – our 17th increase over the past 16 years – use cash for the acquisition and ensure our capital return plans are on track, all while maintaining our strong financial foundation.”. per share. .

Loss 40

Loss Banking Capital Retail 40

Wink Intel

MAY 3, 2021

“With our consistent level of free-cash flow generation and financial strength, we were again able to increase our dividend another 9 percent – our 17th increase over the past 16 years – use cash for the acquisition and ensure our capital return plans are on track, all while maintaining our strong financial foundation.”. per share. .

Loss 40

Loss Banking Capital Retail 40

Wink Intel

DECEMBER 6, 2021

Aggregate Bond Float Adjusted Index is a broad-based benchmark that measures the investment grade, US dollar-denominated, fixed-rate taxable bond market. Nasdaq-100 Index: An unmanaged, market capitalization-weighted index of the 100 largest, most actively traded U.S Beta is a measure of price variability relative to the market.

Loss 40

Loss Security Security Benchmarking 40

Wink Intel

FEBRUARY 14, 2022

“We progressed our capital deployment priorities by investing in our highest potential businesses, including an exclusive bancassurance transaction in Vietnam , and a common share dividend increase of 18%. Life Insurance Capital Adequacy Test (“LICAT”) ratio of The Manufacturers Life Insurance Company (“MLI”).

Globalization 40

Globalization Sales Loss Management 40

Wink Intel

OCTOBER 30, 2023

As a firm, our excellent capital management, consistent financial results and proven expense discipline position us well.” Third quarter GAAP net income per diluted share was $8.14 billion of excess capital, $1.9 Balance sheet strength and free cash flow generation enabled consistent capital return to shareholders.

Loss 40

Loss Capital Banking Retail 40

Evalueserve

JUNE 22, 2021

AI/ML —Banks’ use of AI/ML and its relation to existing MRM frameworks. However, the one risk that Andreas focused on was CER, which possesses characteristics of climate-related and environmental risks that directly and indirectly impact banks’ risk profiles. Automation —Path to automation in model validation and monitoring .

Management 52

Management Banking Benchmarking Profiling 52

Wink Intel

JULY 5, 2023

“His background as a strategic leader in the insurance industry makes him a great asset as we continue to focus on aligning our product teams, growing profitability and strengthening our capital position across our Life and Annuity businesses, as well as Lincoln Financial Network.”

Retail 40

Retail Finance Business Travel 40

Wink Intel

NOVEMBER 15, 2021

Equitable offers its Structured Capital Strategies registered index-linked variable annuity in a fee-based format, making it possible for advisors working with Registered Investment Advisors (RIAs) to offer the product to their clients. Nearly 108,000 advisors and more than 6,000 companies including 17 of the 20 largest U.S.

IT 40

IT Capital Loss Banking 40

Alpha Sense BI

DECEMBER 11, 2023

the chatbot ChatGPT ) to generate content—is rapidly gaining popularity within the financial services, wealth management , and banking industries. Competitive, Peer Monitoring, and Benchmarking Financial professionals understand the challenge of keeping up-to-date on competitor s during earnings season.

Algorithm 59

Algorithm Finance Due Diligence Benchmarking 59

Alpha Sense BI

DECEMBER 18, 2023

Active strategies are managed by an investment team of portfolio managers and analysts that carry out research, buy/sell decisions, and due diligence functions with the goal of outperforming a benchmarked index. Passive strategies, on the other hand, track, mirror, and replicate a particular index.

Due Diligence 59

Due Diligence Management Briefing Algorithm 59

Wink Intel

MAY 15, 2023

“We are continuing to take swift action and I am pleased with the substantial progress we have made to rebuild capital and increase our ongoing pace of capital generation,” said Ellen Cooper, president and CEO of Lincoln Financial Group. “We Operating Highlights – First Quarter 2023 Annuities deposits of $3.2

Loss 40

Loss Capital Sales Security 40

Wink Intel

AUGUST 8, 2023

Our second quarter results reflect the solid progress we are making on our enterprise strategic objectives to improve ongoing free cash flow, reduce capital sensitivity to market volatility and further diversify our business mix,” said Ellen Cooper, Chairman, President and CEO of Lincoln Financial Group. Average Life Insurance in-force of $1.1

Loss 40

Loss Capital Security Security 40

Wink Intel

NOVEMBER 8, 2022

This charge corresponds to an estimated $550 million statutory capital impact equating to a 22-point decline in the risk-based capital ratio. We are confident we have ample capital to effectively operate the business as we replenish statutory capital back to our targeted level.”. “We billion, or $11.62

Loss 40

Loss Capital Sales Security 40

Datapine Blog

AUGUST 12, 2020

You learn about the return on equity and return on asset, the debt-equity ratio, working capital ratio, but also see the evolution of a share price over time. Ideal for target setting and benchmarking as well as strategy formulation, this is an unrivaled tool for any retailer navigating their business activities in our fast-paced digital age.

Business 119

Business Retail Benchmarking Finance 119

Wink Intel

FEBRUARY 13, 2023

Dedicated to diversity, equity and inclusion, we are included on transparency benchmarking tools such as the Corporate Equality Index, the Disability Equality Index and the Bloomberg Gender-Equality Index. billion, or $8.20 per diluted share available to common stockholders for the full year of 2021. “We

Loss 40

Loss Capital Sales Security 40

Wink Intel

AUGUST 9, 2022

The decrease was driven by a decline in the capital markets as well as $14 million of unfavorable one-time items. Dedicated to diversity, equity and inclusion, we are included on transparency benchmarking tools such as the Corporate Equality Index, the Disability Equality Index and the Bloomberg Gender-Equality Index.

Loss 40

Loss Capital Sales Security 40

Wink Intel

OCTOBER 23, 2022

You further state that during the accumulation phase of the RILA Contracts, Contract owners select an investment option period for their Contract and may select among a set of interest crediting strategies that are each linked to a market index or benchmark. 17 CFR 240.12h-7.

Security 40

Security Security Banking Benchmarking 40

Wink Intel

MAY 10, 2022

We continued to grow sales, return capital and maintain a strong balance sheet,” said Dennis R. Dedicated to diversity, equity and inclusion, we are included on transparency benchmarking tools such as the Corporate Equality Index, the Disability Equality Index and the Bloomberg Gender-Equality Index. Lincoln National Corporation.

Loss 40

Loss Capital Sales Security 40

Wink Intel

FEBRUARY 8, 2022

“In the midst of a challenging claims environment for the industry, we demonstrated strong underlying earnings power in the fourth quarter and throughout 2021 as well as robust capital returns to shareholders,” said Dennis R. Glass, president and CEO of Lincoln Financial Group.

Loss 40

Loss Capital Sales Security 40

Alpha Sense BI

NOVEMBER 27, 2023

Identifying the Right Investors : In an environment where many companies are actively seeking investor capital, IROs must develop an in-depth understanding of their peer companies and keep abreast of trends among buy-side analysts. However, it’s important to note that IR consulting firms come in various shapes and sizes.

Capital 98

Capital Analysis Intelligence Agents Research 98

Alpha Sense BI

NOVEMBER 9, 2022

They level up your ability to capitalize on opportunities ahead of your competitors, delivering insights from the investment world’s top sources of data and supported by the newest technologies, such as AI-powered search and automated monitoring. S&P Capital IQ Pro. Stock Screeners help users find stocks based on custom criteria.

Research 52

Research KPI Analysis Benchmarking 52