Wink Intel

AUGUST 31, 2023

Annexus, a leading independent developer of financial and insurance products, and Zebra Capital Management, an esteemed investment management firm, brought the NYSE ® Zebra Edge ® Index to the fixed indexed annuity market in 2016. Zebra Capital was established in 2001 and is based in Connecticut.

Intellectual Property 40

Intellectual Property Finance Capital Globalization 40

Alpha Sense BI

NOVEMBER 13, 2023

Take enterprise content for instance: it can become siloed, making it difficult to harness firmwide intellectual property. To this extent, most organizations have, at some point, implemented Knowledge Management Systems (KMS) to combat these internal knowledge sharing issues.

Intellectual Property 116

Intellectual Property Knowledge Algorithm Brainstorming 116

Alpha Sense BI

SEPTEMBER 6, 2023

Below, we share why due diligence has become crucial in today’s shifting market, as well as highlight the information any financial investor should require and review—that spells out the red flags—before spending capital. too many subsidiaries or a super complex model can mean difficulties in managing after purchase.

Due Diligence 52

Due Diligence Intellectual Property Capital Analysis 52

Wink Intel

OCTOBER 4, 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. There can be no assurance that future developments affecting Holdings will be those anticipated by management.

Globalization 40

Globalization Intellectual Property Capital 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 6, 2023

(NYSE: MET), through its subsidiaries and affiliates (“MetLife”), is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits and asset management to help individual and institutional customers build a more confident future. s subsidiaries’ inability to pay dividends to MetLife Inc.;

Intellectual Property 40

Intellectual Property Globalization Finance Security 40

Wink Intel

AUGUST 22, 2022

AB will continue to be the preferred investment manager of approximately half of the general account assets transferred. 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.

Intellectual Property 40

Intellectual Property Capital Globalization Security 40

Wink Intel

FEBRUARY 13, 2024

billion to shareholders in 2023, delivering on our commitment to return excess capital while continuing to invest for growth. billion of pension risk transfer sales; full year operating margin 4 of 39%; fourth quarter recurring deposits increased 12% from fourth quarter 2022 Principal Global Investors (PGI) managed AUM of $499.5

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

AUGUST 9, 2022

(NYSE: MET), through its subsidiaries and affiliates (“MetLife”), is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits and asset management to help individual and institutional customers build a more confident future. separation risks; MetLife, Inc.’s separation risks; MetLife, Inc.’s

Intellectual Property 40

Intellectual Property Globalization Finance Security 40

Wink Intel

MAY 30, 2022

Under the agreement, the company has reinsured approximately $25 billion of in-force statutory reserves, and Talcott has engaged Principal ® to manage approximately $4 billion in commercial mortgage loans and private credit assets for the lifetime of the assets.

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

FEBRUARY 20, 2024

The Company’s newest product addresses retirement challenges from volatility to inflation, seeking to find a balance between managing risk and long-term growth potential. Forward-looking statements are based on management’s beliefs, as well as assumptions made by, and information currently available to, management.

Intellectual Property 40

Intellectual Property Banking IT Retail 40

Alpha Sense BI

AUGUST 4, 2023

Private market research refers to the analysis and assessment of non-publicly traded assets, such as private companies , venture capital , private equity , and other alternative investments and is paramount in identifying untapped opportunities, mitigating risks, and enhancing decision-making for successful investments.

Market Research 52

Market Research Marketing Research Research Startups 52

Wink Intel

FEBRUARY 8, 2022

Through Manulife Investment Management, the global brand for our global wealth and asset management segment, we serve individuals, institutions and retirement plan members worldwide. trillion ) in assets under management and administration, and in the previous 12 months we made CAD$31.6 trillion ( US$1.1

Intellectual Property 40

Intellectual Property Capital Loss Finance 40

Wink Intel

JUNE 7, 2021

These statements are based on the beliefs and assumptions of Athene’s management and the management of Athene’s subsidiaries. Such statements are subject to risks and uncertainties that could cause actual results, events and developments to differ materially from those set forth in, or implied by, such statements.

Globalization 40

Globalization Intellectual Property Loss Security 40

CIO

FEBRUARY 26, 2024

Compliance and regulations: Technology leaders should familiarize themselves with both the human capital and data sovereignty-related regulatory environments of global locations to mitigate compliance concerns and security risks. with Scrum Masters and engineering teams in the alternative location.

Globalization 560

Globalization Intellectual Property Technology Technology 560

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

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

APRIL 5, 2021

“By choosing Athene, JCPenney is entrusting its pension promises to a company with deep experience and expertise in the long-term management of retirement benefits. Athene utilized its strategic capital vehicle, Athene Reinsurance Co-investment (“ACRA”), to support the completion of this transaction.

Intellectual Property 40

Intellectual Property Capital Security Security 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. benefits and protection.

Capital 40

Capital Intellectual Property Retail Loss 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

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 Assets under management (AUM) of $635 billion, which is included in assets under administration (AUA) of $1.5 With continued focus on higher growth markets and improved capital efficiency, we generated over $1.7

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

AUGUST 9, 2022

We’re keenly focused on managing expenses in line with revenues and will continue to be disciplined in overseeing business economics and operations,” said Houston. Principal Global Investors (PGI) managed net cash flow of $1.4 million of capital to shareholders during the second quarter, including: $161.7 Returned $401.6

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MAY 2, 2022

million of capital to shareholders during the first quarter, including: $167.0 billion of excess and available capital in our holding companies and other subsidiaries, which is available for corporate purposes. Total PGI assets under management (billions). . PGI sourced assets under management (billions). .

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. Key takeaways and total company guidance.

Intellectual Property 40

Intellectual Property Capital Loss Banking 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

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. Slides with additional details of the 2021 outlook are available at principal.com/investor.

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

OCTOBER 31, 2022

We remain in a strong financial position with the financial flexibility, discipline, and experience to manage through this time of macroeconomic uncertainty. billion of capital, of which $1.9 million of capital during the third quarter, including: $450.1 Principal Global Investors (PGI) managed net cash flow of $2.3

Loss 40

Loss Capital Intellectual Property Globalization 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

AUGUST 8, 2023

Asset Management net outflows were $4.0 In Wealth Management, demand for advice drove another quarter of organic growth with $1.3 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

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

MAY 3, 2021

Best Places to Work in Money Management 13.”. Principal Global Investors (PGI) had record PGI managed AUM of $507.7 billion of excess and available capital in our holding companies and other subsidiaries, which is available for corporate purposes. million of capital during the first quarter, including: $152.2 Tweet this.

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

FEBRUARY 23, 2021

BofAS indices and related information, the name “BofAS”, and related trademarks, are intellectual property licensed from BofAS, and may not be copied, used, or distributed without BofAS’ prior written approval.

Intellectual Property 40

Intellectual Property Biotech Banking Retail 40

Wink Intel

MAY 10, 2022

With our leading franchises in advice, retirement and asset management, we remain well-positioned to help address the growing demand to protect the financial future of Americans who are confronting greater economic uncertainty,” said Mark Pearson, President and Chief Executive Officer. Total Assets Under Management (“AUM”, in billions). . $.

Loss 40

Loss Capital Intellectual Property Security 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. Third Quarter. (in billion, or $6.6

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

FEBRUARY 14, 2022

Global Wealth and Asset Management (“Global WAM”) net inflows 5 of $27.9 “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%. NBV 5 of $2.2 APE sales 5 of $6.1

Globalization 40

Globalization Sales Loss Management 40

Wink Intel

AUGUST 9, 2022

per share and the strength of our capital position was reflected in our combined RBC ratio of 440%, above our minimum combined target,” said Mark Pearson, President and Chief Executive Officer. Total Assets Under Management (“AUM”, in billions). $. We reported second quarter Non-GAAP operating earnings of $1.31 Second Quarter. (in

Loss 40

Loss Capital Intellectual Property Security 40