Alpha Sense BI

MAY 8, 2024

Additionally, as technology continues to advance at record-breaking speeds, and is increasingly integrated into industries’ operations and consumers’ lives, the industry will have to navigate the opportunities and challenges of digital transformation, customer data analysis, and artificial intelligence.

Intellectual Property 64

Intellectual Property Due Diligence Innovation Retail 64

Alpha Sense BI

MARCH 28, 2024

The statistics are staggering, both from a monetary cost and human capital perspective. When research is inaccessible, it is replicated and time is squandered searching for intellectual property that may or may not already exist. The true learning curve is steeper out of the gates.

Intellectual Property 52

Intellectual Property Intelligence Intelligence Due Diligence 52

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

But with the integration of generative AI (genAI) technologies into your workflow, this reality doesn’t have to be daunting. Take enterprise content for instance: it can become siloed, making it difficult to harness firmwide intellectual property. According to assessments by Panopto and YOU.gov , major U.S.

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

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 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

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 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

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

Alpha Sense BI

DECEMBER 1, 2022

The Inflation Reduction Act’s incentives for projects in the renewable energy space–wind, solar, carbon capture and sequestration, hydrogen, and other technologies–have increased confidence in investors to enter the renewables space. billion for their European Capital XI Fund early in the year. See all U.K. private equity trends here.

Due Diligence 69

Due Diligence Capital Sports Entertainment 69

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

Wink Intel

AUGUST 10, 2021

Given Athene’s deep expertise in the long-term management of retirement benefits, the plan participants covered by this transaction can be confident they will receive the same pension benefit, on the same schedule, as what they currently receive.” This large-scale transaction comes as the U.S.

Intellectual Property 40

Intellectual Property Capital Security Security 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

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

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

Alpha Sense BI

JANUARY 5, 2024

Unfortunately, the sheer volume of data most organizations are dealing with, including their own internal content , makes knowledge management a herculean task. Furthermore, enterprise content is frequently siloed, making it difficult to leverage firmwide intellectual property.

Knowledge 52

Knowledge Annotation Algorithm Intellectual Property 52

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

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

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 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

NOVEMBER 8, 2021

Global Wealth and Asset Management (“Global WAM”) net inflows 1 of $9.8 See “Performance and non-GAAP measures” below and in our Third Quarter 2021 Management’s Discussion and Analysis (“3Q21 MD&A”) for additional information. . Core ROE 1 of 12.0% and ROE of 12.6% APE sales 1 of $1.4

Globalization 40

Globalization Business Management Intellectual Property 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

With a twofold focus on technology, both in its design and in its equity thematic, this innovative index aims at providing investors with an opportunity for consistent performance across various market cycles.”.

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

AUGUST 10, 2021

Thanks to our agile workforce and technology-enabled capabilities, we are also announcing a new expense savings target of $80 million by 2023.”. . Total Assets Under Management (“AUM”, in billions). $. Investment Management and Research (AllianceBernstein or “AB”) 3 reported net inflows of $6.2 Second Quarter. . (in

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

AUGUST 8, 2023

Kevin Hogan, President and Chief Executive Officer of Corebridge, said, “This was an excellent quarter for Corebridge, where we continued to benefit from our focused execution, disciplined risk management and the competitive strengths of our diversified businesses. billion as of June 30, 2023 Financial leverage ratio of 28.0%

Loss 40

Loss Capital Security Security 40

Wink Intel

MARCH 9, 2021

The stronger capital base and complete alignment will allow the company to rapidly scale asset and liability origination, broaden distribution channels and act as a leading global solutions provider. Low execution risk between complementary businesses and management teams. Management and the Board.

Intellectual Property 40

Intellectual Property Capital Security Security 40

Wink Intel

NOVEMBER 6, 2023

billion of capital to shareholders and achieved or contracted on 81% of Corebridge Forward target run-rate savings. CAPITAL AND LIQUIDITY HIGHLIGHTS Holding company liquidity of $1.7 There can be no assurance that future developments affecting Corebridge and its consolidated subsidiaries will be those anticipated by management.

Loss 40

Loss Security Security Capital 40

Wink Intel

MAY 15, 2023

We remain disciplined in our capital allocation and continue to balance investments in long-term growth while maintaining a strong balance sheet with ample liquidity and capital. There can be no assurance that future developments affecting Corebridge and its consolidated subsidiaries will be those anticipated by management.

Loss 40

Loss Security Security Capital 40

Wink Intel

MAY 11, 2021

General account assets under management (at amortized cost). General account assets under management (at amortized cost) were $127.7 adjusted capitalization of deferred policy acquisition costs (DAC); . capitalization of DAC; (viii). . adjusted other expenses, net of adjusted capitalization of DAC; .

Loss 40

Loss Capital Sales Security 40

Wink Intel

NOVEMBER 14, 2022

As we look to the strength of our balance sheet, the consistency of our cash flows and the diversification of our businesses and earnings sources, we are confident in our ability to return significant capital to shareholders through a combination of dividends and share repurchases.”. _. Asset management. . $. Three Months Ended.

Loss 40

Loss Capital Sales Retail 40