Alpha Sense BI

AUGUST 4, 2023

In the realm of investment research, staying ahead of the curve requires access to reliable and comprehensive private market research. Unlike public markets, where information is readily available, private markets often lack transparency, making it a challenge for investors to access reliable data.

Market Research 52

Market Research Marketing Research Research Startups 52

Alpha Sense BI

SEPTEMBER 6, 2023

Rising interest rates and closed debt markets mean slow deal flow and volatile macroeconomic conditions. Consequently, the deals coming through your doors require extra scrutiny, and your criteria for due diligence needs to shift to take into account market changes. rising inflation, supply chains disrupted by COVID-19, etc.)

Due Diligence 52

Due Diligence Intellectual Property Capital Analysis 52

Alpha Sense BI

NOVEMBER 13, 2023

In our 2023 State of Gen AI & Market Intelligence report —which surveyed 500-plus professionals across various industries including Corporate Development, Corporate Strategy, Competitive Intelligence—a vast majority (over 80%) of respondents plan to leverage genAI tools in their research this coming year.

Intellectual Property 116

Intellectual Property Knowledge Algorithm Brainstorming 116

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. In Asset Management, AllianceBernstein had $3.7

Loss 40

Loss Capital Intellectual Property Security 40

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 Finance Globalization Security 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

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

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 Finance Globalization Security 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. “With Hindsight 20/20, advisors can focus less on the need to predict market movements while instead focusing on a personalized investment strategy.”

Intellectual Property 40

Intellectual Property Banking IT Retail 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 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

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

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

CIO

FEBRUARY 26, 2024

The global outsourcing trend of the 1990s and early 2000s addressed capacity restraints through low-cost labor markets, but the lack of ownership and the transaction-based working relationships meant organizations outsourced not just the work, but also the accountability. with Scrum Masters and engineering teams in the alternative location.

Globalization 617

Globalization Intellectual Property Technology Technology 617

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.

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 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

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

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 Second quarter highlights.

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

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 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

AUGUST 8, 2023

Asset Management net outflows were $4.0 AB’s institutional pipeline remains strong with growth in Private Markets supporting a 2% fee-rate improvement year-over-year. In Wealth Management, demand for advice drove another quarter of organic growth with $1.3 Wealth Management (“WM”) reported net inflows of $1.3

Loss 40

Loss Capital Globalization Intellectual Property 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

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

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

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

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 23, 2021

Each index was chosen for specific qualities, helping provide diverse allocation strategy options as different markets react to different market conditions,” said American Equity President Ron Grensteiner. By balancing risk and then seeking returns, this index aims to provide stable returns in many market environments.”.

Intellectual Property 40

Intellectual Property Biotech Banking Retail 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

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

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

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. Total Assets Under Management (“AUM”, in billions). $. We reported second quarter Non-GAAP operating earnings of $1.31

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

NOVEMBER 8, 2021

“Driven by solid performance across our retirement and asset management businesses, we reported strong third quarter results, with non-GAAP operating earnings of $1.94 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.

Loss 40

Loss Capital Intellectual Property Finance 40