Wink Intel

FEBRUARY 6, 2023

Founded in 1868, MetLife has operations in more than 40 markets globally and holds leading positions in the United States, Japan, Latin America, Asia, Europe and the Middle East. For more information, visit www.metlife.com. s inability to pay dividends and repurchase common stock; MetLife, Inc.’s separation risks; MetLife, Inc.’s

Intellectual Property 40

Intellectual Property Finance Globalization Security 40

Wink Intel

AUGUST 9, 2022

Founded in 1868, MetLife has operations in more than 40 markets globally and holds leading positions in the United States, Japan, Latin America, Asia, Europe and the Middle East. For more information, visit www.metlife.com. Forward-Looking Statements. s inability to pay dividends and repurchase common stock; MetLife, Inc.’s

Intellectual Property 40

Intellectual Property Finance Globalization Security 40

Wink Intel

AUGUST 22, 2022

AllianceBernstein is a global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals and private wealth clients in major world markets. Note Regarding Forward-Looking Statements.

Intellectual Property 40

Intellectual Property Capital Globalization Security 40

Wink Intel

MAY 15, 2023

The Company plans to grow Non-GAAP EPS through organic earnings generation, margin expansion and capital management. As stewards of capital, we have also delivered strong cash generation and capital return to shareholders,” said Mark Pearson, President and Chief Executive Officer.

Intellectual Property 40

Intellectual Property Capital Globalization Management 40

Wink Intel

FEBRUARY 13, 2024

“With continued focus on higher growth markets, integrated offerings, and valuable distribution partnerships, we generated over $1.6 billion to shareholders in 2023, delivering on our commitment to return excess capital while continuing to invest for growth. Capital returned to shareholders: Full year 2023: $1.3 30% $1,051.4

Loss 40

Loss Capital Intellectual Property Globalization 40

Alpha Sense BI

DECEMBER 1, 2022

Geopolitical risks, rising inflation, higher interest rates, and economic uncertainty have been and still are creating new challenges for private markets across the globe. Fundraising can be tough because of the slow exit market but established funds will continue to attract funding. Global Private Equity Trends. See all U.K.

Due Diligence 69

Due Diligence Capital Sports Entertainment 69

Wink Intel

MAY 30, 2022

Principal continues to expect deployable proceeds of approximately $800 million in 2022 from the closed transaction in combination with additional transactions designed to improve the capital efficiency of its in-force individual life insurance business. The proceeds are included in the company’s planned $2.0 billion-$2.3

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

MAY 6, 2024

Strong sales and net flows across our businesses are driving increases in both spread- and fee-based earnings, and Equitable is well-positioned to capitalize on the current favorable environment for growth,” said Mark Pearson, President and Chief Executive Officer. billion of its $20 billion capital commitment to AB. Net inflows of $1.6

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

FEBRUARY 8, 2022

With our global headquarters in Toronto, Canada , we provide financial advice and insurance, operating as Manulife across Canada , Asia , and Europe , and primarily as John Hancock in the United States.

Intellectual Property 40

Intellectual Property Capital Loss Finance 40

Wink Intel

AUGUST 1, 2023

“ “Despite pressured net cash flow in the quarter, we have momentum going into the remainder of 2023, particularly within global asset management. With markets recovering, we expect greater opportunities to capture assets in our actively managed solutions in the second half of the year. billion, including $0.6 2)% $2,522.3

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

FEBRUARY 20, 2024

The RILA category has experienced rapid growth over the last few years, with total industry RILA sales forecasted to be at a record level between $44 to $48 billion in 2023 1 as advisors and consumers continue to find RILAs an attractive solution in the current market. ” 1 LIMRA Annuity Market Forecast 2 For J.D.

Intellectual Property 40

Intellectual Property Banking IT Retail 40

Wink Intel

MARCH 7, 2023

Key takeaways and total company guidance Updated reporting segments to better align with the Company’s go-forward business model: Reporting Retirement and Income Solutions (RIS) in total Combining Principal Global Investors and Principal International into a new segment, Principal Asset Management Updating the name of the U.S.

Loss 40

Loss Intellectual Property Capital Globalization 40

Wink Intel

JANUARY 31, 2022

Principal ® expects deployable proceeds of approximately $800 million upon closing of this reinsurance transaction and through additional transactions designed to improve the capital efficiency of its in-force individual life insurance business. and select emerging markets, global asset management, and U.S. billion.

Capital 40

Capital Intellectual Property Retail Loss 40

Wink Intel

JANUARY 30, 2023

billion of capital for full year 2022, including $2.3 billion of capital in the fourth quarter 2022, including $0.4 With continued focus on higher growth markets and improved capital efficiency, we generated over $1.7 billion to shareholders in 2022, delivering on our commitment to return our excess capital.

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MARCH 8, 2022

billion of planned capital returned to shareholders. retail fixed annuity and universal life insurance with secondary guarantee (“ULSG”) blocks of business and additional transactions to improve capital efficiency. and emerging markets, global asset management, and U.S. Principal Global Investors. RIS-Spread.

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

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 APE sales 5 of $6.1

Globalization 40

Globalization Sales Loss Management 40

Wink Intel

AUGUST 9, 2022

Throughout the quarter, uncertainty over central banks tightening caused volatility in equity, interest rate, and foreign currency markets, which negatively impacted our results,” said Dan Houston, chairman, president, and CEO of Principal ®. Principal Global Investors (PGI) managed net cash flow of $1.4 billion year to date.

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MAY 2, 2022

Strong underlying fundamentals and a sharp focus on our growth drivers drove a solid start to the year despite significant market volatility and geopolitical uncertainty,” said Dan Houston, chairman, president, and CEO of Principal ®. million of capital to shareholders during the first quarter, including: $167.0 billion in 2022.”.

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MARCH 2, 2021

DES MOINES, Iowa–( BUSINESS WIRE )–Principal Financial Group ® (Nasdaq: PFG) announced 2021 outlook metrics and capital deployment plans. billion of capital deployments, including $600-$800 million of share repurchases. Principal Global Investors. 2021 total company guidance. 2021 business unit guidance. RIS-Spread.

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

OCTOBER 31, 2022

billion of positive total company net cash flow, despite headwinds from equity and fixed income markets and foreign exchange rates,” said Dan Houston, chairman, president, and CEO of Principal ®. billion of capital, of which $1.9 million of capital during the third quarter, including: $450.1 per diluted share, in the quarter.

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

FEBRUARY 23, 2021

We are excited to continue working with leading global financial institutions to further round out our fixed index annuity portfolio,” said American Equity Chief Executive Officer Anant Bhalla. By balancing risk and then seeking returns, this index aims to provide stable returns in many market environments.”. New Rider Option.

Intellectual Property 40

Intellectual Property Biotech Banking Retail 40

Wink Intel

AUGUST 8, 2023

AB’s institutional pipeline remains strong with growth in Private Markets supporting a 2% fee-rate improvement year-over-year. In addition, our capital ratios remain resilient through market cycles with a combined RBC ratio of approximately 425-450% as of the half year, above our 375-400% target.” billion of net inflows.”

Loss 40

Loss Capital Globalization Intellectual Property 40

Wink Intel

NOVEMBER 15, 2021

Transaction releases capital, reduces risk, and unlocks value from legacy business. billion of capital released 3 including a one-time after-tax gain of approximately $750 million to net income attributed to shareholders, validating the conservatism of our reserves, and the release of approximately $1.3 Lowers the total U.S.

Capital 40

Capital Loss Intellectual Property Security 40

Wink Intel

FEBRUARY 8, 2022

With a renewed focus on higher growth markets and improved capital efficiency, we were able to deliver strong non-GAAP operating earnings of $498 million in the fourth quarter and over $1.8 Principal Global Investors (PGI) generated record PGI managed AUM of $546.5 million of capital to shareholders in 2021, including: $654.1

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MAY 3, 2021

We delivered strong first quarter results as we continued to provide for the needs of our 34 million customers globally and build momentum for the future,” said Dan Houston, chairman, president, and chief executive officer of Principal ®. Principal Global Investors (PGI) had record PGI managed AUM of $507.7 Deployed $252.2

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

AUGUST 3, 2021

Second quarter results were led by strong performance in our global asset management business, the successful integration of the retirement business from the Institutional Retirement and Trust acquisition, and encouraging fundamentals in many of our businesses as COVID-19 impacts continue to lessen.”. on a trailing twelve-month basis. .

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

FEBRUARY 2, 2021

We see momentum as we head into 2021 including the final migrations of our Institutional Retirement and Trust (IRT) customers to Principal, the resiliency and recovery of our small to medium-sized businesses, and the growing strength of our global asset management enterprise.“. million of capital during the fourth quarter, including: $153.7

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

NOVEMBER 8, 2022

In asset management, we were not immune to industry-wide net outflows this quarter but flows remain positive for the year as we continue to benefit from a global distribution platform and continued growth in private markets with our strategic shift supporting a fee-rate improvement of 7% over the prior year. GAAP accounting.

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

MAY 10, 2022

Our fair value economic approach and use of market interest rates have led to robust cash flows despite volatile markets and geopolitical conflict. Equitable has committed to deploy $10 billion in investment capital from its General Account towards AB’s Private Markets platform. per share, up 1% year-over-year.

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

AUGUST 9, 2022

“With our resilient business model and fair value hedging program, we continued to deliver robust results and our balance sheet remains protected amidst challenging economic conditions and declining markets. driven by lower markets partially offset by net inflows over the prior twelve months. ” Consolidated Results. . . . .

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

MAY 11, 2021

Buoyed by net flows and strong equity markets, assets under management grew 27% year-over-year to $822 billion, reaching another record high,” said Mark Pearson, President and Chief Executive Officer. per share, up 19% year-over-year. Mr. Pearson continued, “We remain grounded in our fair value economic approach to managing the business.

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

NOVEMBER 8, 2021

Sustained growth of our capital-light businesses, positive net inflows and favorable equity markets propelled AUM up 17% to reach $871 billion, a record high. As of September 30, 2021, total AUM was $871 billion, a year-over-year increase of 17% driven by net inflows and market performance over the prior twelve months.

Loss 40

Loss Capital Intellectual Property Finance 40

Wink Intel

AUGUST 10, 2021

We continue to benefit from positive net flows and favorable equity markets with AUM now reaching $869 billion, up 22% year-over-year and 6% over the first quarter,” said Mark Pearson, President and Chief Executive Officer. Account value increased by 4% primarily due to strong new business growth and equity markets, partially offset by $16.9

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

FEBRUARY 23, 2021

Our fair value risk management approach afforded us a strong, stable capital position throughout 2020, culminating in strong year-end capital ratios supported by $2.9 As of December 31, 2020, total AUM was $809 billion, a year-over-year increase of 10% driven by net inflows and market performance over the prior twelve months.

Loss 40

Loss Capital Intellectual Property Management 40

Alpha Sense BI

MAY 8, 2024

This market is particularly sensitive to any shifts in inflation, consumer preferences, or behavior, and can provide valuable insights into the overall state of the economy. Below, we dive into the key trends shaping the consumer goods market in 2024, as well as the outlook for the industry this year and beyond.

Intellectual Property 64

Intellectual Property Due Diligence Innovation Retail 64

Data Hut

SEPTEMBER 28, 2023

Amazon stands as an undisputed leader in the global e-commerce market, housing a comprehensive database of product-related intelligence. This data, a crucial asset, offers deep insights into market shifts, consumer preferences, and competitive positioning. How fast are you extracting the data?

Intellectual Property 52

Intellectual Property Commerce Competitive Gaming 52

Wink Intel

NOVEMBER 8, 2021

Global Wealth and Asset Management (“Global WAM”) net inflows 1 of $9.8 “Despite the challenging environment, Asia generated double-digit NBV growth and Global WAM was supported by strong net inflows of $9.8 Global Wealth and Asset Management net flows ($ billions) (1). $. Core ROE 1 of 12.0%

Globalization 40

Globalization Business Management Intellectual Property 40