Datapine Blog

OCTOBER 17, 2019

Management reporting is a source of business intelligence that helps business leaders make more accurate, data-driven decisions. In this blog post, we’re going to give a bit of background and context about management reports, and then we’re going to outline 10 essential best practices you can use to make sure your reports are effective.

Management 105

Management KPI Benchmarking Advantage 105

Fuld

AUGUST 10, 2023

The past five years have seen significant progress in raising global awareness of environmental, social, and governance (ESG) issues, leading to its increased prioritization by consumers, investors, and regulators. Companies that fail to meet ESG standards may face reputational damage and loss of investor confidence.

Benchmarking 52

Benchmarking Predictive Analytics Algorithm Loss 52

Wink Intel

FEBRUARY 14, 2022

Global Wealth and Asset Management (“Global WAM”) net inflows 5 of $27.9 Global WAM average AUMA 5 increased by 20% in 2021. . billion in 2021 driven by our insurance businesses delivering double-digit growth in APE sales and NBV and Global WAM delivering strong net inflows of $27.9

Globalization 40

Globalization Sales Loss Management 40

Wink Intel

MAY 16, 2022

–( BUSINESS WIRE )– AM Best benchmarking analysis of rated U.S. life/annuity (L/A) insurance companies showed that not only did COVID-19 have a limited impact on operating performance, those insurers with an assessment of very strong have not reported an operating loss in two decades. Manager, Public Relations. +1

Benchmarking 40

Benchmarking Loss Capital Analysis 40

Evalueserve

AUGUST 19, 2021

The results showed that low-volatility anomaly exists in these markets, offering outperformance against benchmarks. Both the fund management industry and the financial advisory business have smart beta products in their portfolios, and there is scope to enhance these further. Benchmark SPTSX60 Index rebased to 100 as of the start date.

Benchmarking 52

Benchmarking Loss Analysis Globalization 52

mention

MARCH 27, 2023

If you’re someone who has experience with trying to grow a business, you’re no stranger to the challenges of acquiring new customers and the pain caused by the loss of the customers you had on board. A high customer LTV makes it possible to reduce your business’s churn rate, and prevent the loss of precious revenue. A big no-no!

Business 130

Business KPI Win Loss 130

Wink Intel

MAY 8, 2023

Under the terms of the reinsurance agreement, Lincoln will retain account administration and recordkeeping of the policies including claims management. The Company expects: Estimated net loss available to common stockholders of between ($919) and ($904) million, or ($5.43) to ($5.34) per diluted share. per diluted share.

Loss 40

Loss Capital Security Security 40

Wink Intel

APRIL 24, 2023

Adjusted Operating $7.25 Adjusted Operating 49.5% First quarter adjusted operating earnings per diluted share was $7.25, up 25 percent from the prior year driven by strong business performance in Wealth Management. Assets under management and administration were $1.2 compared to $7.10 compared to $7.10 percent.

Loss 40

Loss Capital Banking Retail 40

Alpha Sense BI

JULY 14, 2023

In 2023, AlphaSense was named to the Forbes AI 50 , which recognizes the top AI-based companies globally, and it is consistently ranked as an industry leader by TrustRadius and G2. AlphaSense is used by 85% of the S&P 100, 97% of the Dow 30, and 80% of the world’s top consult anc ies.

Competitive Intelligence 52

Competitive Intelligence Competitive Battlecard Intelligence 52

Wink Intel

JULY 26, 2022

Featured by Global Atlantic in a registered index-linked annuity (RILA), the UBS Climate Aware Equity Index is pioneering climate-focused indices in the US RILA market. Registered index linked annuities are the fastest growing category of retirement products,” said Rob Arena, Co-President and Head of Individual Markets at Global Atlantic.

Banking 40

Banking Capital Globalization Security 40

Wink Intel

OCTOBER 31, 2022

Third quarter adjusted operating earnings per diluted share excluding unlocking was $6.43, up 9 percent from the prior year period driven by strong business performance in Wealth Management and stable financial performance in Retirement & Protection Solutions. Assets under management and administration were $1.1 compared to $8.65

Loss 40

Loss Banking Capital Retail 40

Wink Intel

DECEMBER 20, 2021

The ratings of W&SF Group reflect its balance sheet strength, which AM Best assesses as strongest, as well as its adequate operating performance, favorable business profile and very strong enterprise risk management (ERM). life and annuity market. — “a” (Excellent) on $500 million 5.75% senior unsecured notes due 2033.

Capital 40

Capital IT Profiling Benchmarking 40

Wink Intel

NOVEMBER 1, 2021

Consistent with our plans, our growth businesses of wealth and asset management delivered 80 percent of our adjusted operating earnings for the quarter. Third quarter GAAP net income per diluted share was $8.65, compared to a loss of $1.14 Assets under management and administration was $1.2 Adjusted operating net revenue was $3.5

Loss 40

Loss Banking Capital Retail 40

Wink Intel

APRIL 25, 2022

Assets under management and administration were up 17% to $1.3 trillion, with net inflows of more than $10 billion in Wealth Management. Assets under management and administration increased 17 percent to $1.3 Wealth and Asset Management generated strong profitability with pretax adjusted operating earnings up 18 percent.

Loss 40

Loss Banking Capital Retail 40

Wink Intel

JANUARY 31, 2022

Wealth and Asset Management generated 80% of our 2021 adjusted operating earnings, and we continued to deliver consistently strong results in our high-quality insurance and annuity business. Assets under management and administration increased to a record high of $1.4 Asset Management Segment Adjusted Operating Results. .

Loss 40

Loss Banking Capital Retail 40

Wink Intel

JULY 26, 2021

“In the quarter, nearly 80 percent of revenue and pretax earnings were driven by our asset-light Advice and Wealth Management and Asset Management businesses. . “We We also announced a number of important strategic actions, including the acquisition of BMO’s EMEA asset management business and a significant reinsurance transaction.

Loss 40

Loss Capital Banking Retail 40

Similarweb

SEPTEMBER 1, 2021

For the digitally savvy generations of today, videos are one of the most accessible content formats available, and research from Cisco states that in 2022, global consumer internet video traffic will reach 240.2 You could also include broader tags, such as “weight loss” or “lose weight”. Well, because people love to watch videos. .

Research 59

Research Benchmarking Briefing Analysis 59

Wink Intel

APRIL 27, 2021

The prior year period included a tax benefit from a projected net operating loss (NOL) of $1.12 And, as economies reopen globally and activity increases, there’s a large and growing opportunity to help more consumers and institutions achieve their goals. . Assets under management and administration were up 36 percent to $1.14

Loss 40

Loss Banking Capital Retail 40

Wink Intel

MAY 3, 2021

The prior year period included a tax benefit from a projected net operating loss (NOL) of $1.12 And, as economies reopen globally and activity increases, there’s a large and growing opportunity to help more consumers and institutions achieve their goals. . Assets under management and administration were up 36 percent to $1.14

Loss 40

Loss Banking Capital Retail 40

Wink Intel

OCTOBER 30, 2023

Wealth Management remains our primary growth driver with good client flows and excellent client-advisor engagement. Complementing Wealth Management are our differentiated Retirement and Protection Solutions and global Asset Management businesses that are generating strong financial results. compared to $9.41

Loss 40

Loss Capital Banking Retail 40

Alpha Sense BI

APRIL 26, 2024

Competitor monitoring transcends industries and equips every kind of business—from startups to global corporations—with the intelligence they need to navigate complex markets and outmaneuver their competition. To cut through the noise and get straight to the information that matters, you need a comprehensive competitor monitoring tool.

Battlecard 52

Battlecard Startups Competitor Analysis Competitive Intelligence 52

Netbasequid

SEPTEMBER 28, 2022

And then there are some revealing statistics that speak to the importance of having and using these marketing tools: Globally, there are 7 billion active social media users – that’s a lot of potential customers, and you’ll need the right tools to get their attention. Benchmarking. How to use social media marketing tools.

Marketing 102

Marketing Marketing Benchmarking Analysis 102

Wink Intel

AUGUST 8, 2023

The total loss ratio was 71% in the current quarter compared to 79% in the prior-year quarter with the decrease driven by better disability incidence and resolutions and lower mortality in life. Other Operations Other Operations reported a loss from operations of $106 million versus a loss of $87 million in the prior-year quarter.

Loss 40

Loss Capital Security Security 40

Wink Intel

MAY 15, 2023

.–( BUSINESS WIRE )–Lincoln Financial Group (NYSE: LNC) today reported a net loss available to common stockholders for the first quarter of 2023 of $(909) million, or $(5.37) per diluted share, compared to net income available to common stockholders in the first quarter of 2022 of $1,481 million, or $8.39 per diluted share.

Loss 40

Loss Capital Sales Security 40

Wink Intel

NOVEMBER 8, 2022

.–( BUSINESS WIRE )–Lincoln Financial Group (NYSE: LNC) today reported a net loss for the third quarter of 2022 of $(2.6) Third quarter adjusted loss from operations was $(1.7) Net Income (Loss). $. Net Income (Loss) Available to Common Stockholders. . Adjusted Income (Loss) from Operations. .

Loss 40

Loss Capital Sales Security 40

Wink Intel

FEBRUARY 13, 2023

Net loss for the full year of 2022 was $(2.2) Full year 2022 adjusted loss from operations was $(880) million, or $(5.22) per diluted share available to common stockholders, compared to adjusted income from operations of $1.6 Fourth quarter adjusted income from operations was $170 million, or $0.97 billion, or $7.43 billion, or $8.20

Loss 40

Loss Capital Sales Security 40

Wink Intel

AUGUST 9, 2022

Net Income (Loss). $. Net Income (Loss) Available to Common Stockholders. . Net Income (Loss) per Diluted Share Available to Common Stockholders (1). . Adjusted Income (Loss) from Operations. . Adjusted Income (Loss) from Operations. . The total loss ratio was 78.2% Unrealized Gains and Losses.

Loss 40

Loss Capital Sales Security 40

Wink Intel

MAY 10, 2022

Net Income (Loss). $ Net Income (Loss) Available to Common Stockholders. Net Income (Loss) per Diluted Share Available to Common Stockholders. Adjusted Income (Loss) from Operations. Adjusted Income (Loss) from Operations per Diluted Share Available to Common Stockholders. Unrealized Gains and Losses.

Loss 40

Loss Capital Sales Security 40

Wink Intel

JANUARY 17, 2023

“Adding these two new indices and crediting strategies to the product series expands choice for potential accumulation benchmarked against an even broader range of asset classes,” added Offermann. The Morgan Stanley Global Equity Allocator Index provides exposure to global equities employing a momentum-based allocation strategy.

Security 40

Security Security IT Benchmarking 40

Wink Intel

FEBRUARY 8, 2022

Net Income (Loss). . $. Net Income (Loss) Available to Common Stockholders. . . Net Income (Loss) per Diluted Share Available to Common Stockholders. . . Net Income (Loss) per Diluted Share Available to Common Stockholders. . . Adjusted Income (Loss) from Operations. . . Unrealized Gains and Losses.

Loss 40

Loss Capital Sales Security 40

Wink Intel

MAY 11, 2021

Net investment gains (losses). . . Net derivative gains (losses). . . Net income (loss). . $. Net income (loss) per share. . $. Net derivative losses amounted to $2.2 General account assets under management (at amortized cost). General account assets under management (at amortized cost) were $127.7

Loss 40

Loss Capital Sales Security 40

Similarweb

AUGUST 26, 2021

of the global population. If anything, how you communicate the wins or losses is even more important than the results themselves. Meanwhile, weekly reports can help you stay on track of posts that go viral, and are particularly helpful for a more reactive social media marketing campaign with built-in community management.

Win 52

Win Benchmarking Marketing Marketing 52

Similarweb

AUGUST 26, 2021

of the global population. If anything, how you communicate the wins or losses is even more important than the results themselves. Meanwhile, weekly reports can help you stay on track of posts that go viral, and are particularly helpful for a more reactive social media marketing campaign with built-in community management.

Win 52

Win Benchmarking Loss Analysis 52

bazaarvoice

NOVEMBER 10, 2023

Today’s consumers expect consistency from brands, with 75% globally saying that regardless of the channel they use (website, in-store, email, social media, etc) they expect to get the same experience from a brand or retailer. This discrepancy will lead to a loss of trust in your commitment to sustainability.

Entertainment 52

Entertainment Commerce Benchmarking Loss 52

Alpha Sense BI

NOVEMBER 9, 2022

Management is guiding to 4Q net adds of +4.5 Management noted a slowdown in hiring for 4Q22 in an effort to improve operating performance. Management noted that the shift to Reels is helping to increase time spent on Facebook and Instagram but is also apparently providing a quarterly drag of $0.5 million, revenue guidance of $7.78

Sales 52

Sales Loss Capital Biotech 52

Datapine Blog

MAY 11, 2022

It’s important to set a clear-cut set of aims, objectives, and goals prior to building your management reports , graphs, charts, and additional visuals. This financial analytics metric measures the value of a company’s shares compared to an industry benchmark (second variable). d) Gauge charts.

Business 100

Business Data Analysis Analysis Sales 100

Alpha Sense BI

NOVEMBER 20, 2023

Further, debt will be priced within a risk matrix that acknowledges federal deficits, political dysfunction, and potential inflation-related losses. As of October 6, the rate on the benchmark 10-year Treasury Inflation-Protected Securities stood at 2.48%, marking a significant increase compared to a decade ago. Is a 2% Target Feasible?

Matrix 52

Matrix Loss Banking Benchmarking 52