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

Alpha Sense BI

APRIL 4, 2024

It is predicted that among large global investment banks, genAI can boost their front-office productivity by 27% to 35%, resulting in additional revenue of $3.5 On the retail side, they emerged as customized banking and financial tools such as virtual assistants, fraud detection services, and risk management tools.

Banking 59

Banking Due Diligence Intellectual Property Knowledge 59

Alpha Sense BI

SEPTEMBER 6, 2023

and growing global tensions (i.e., 2023 so far has revealed ideal conditions for dealmaking due to valuation resets, lessened competition for deals, and new assets coming to market. 2023 so far has revealed ideal conditions for dealmaking due to valuation resets, lessened competition for deals, and new assets coming to market.

Due Diligence 52

Due Diligence Intellectual Property Capital Analysis 52

E2M

FEBRUARY 9, 2024

On the other hand, the Senior Manager of Web Design commands a whopping $1,78,104 a year. Outsourcing gives you access to global talent at competitive rates. Dealing with Revisions and Feedback: It can be tough to manage revisions and feedback remotely. But that’s not all.

Intellectual Property 65

Intellectual Property IT Advantage Advantage 65

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

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

MAY 15, 2023

The Company plans to grow Non-GAAP EPS through organic earnings generation, margin expansion and capital management. 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 Management 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

Globalization 40

Globalization Sales Loss Management 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. 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

Alpha Sense BI

DECEMBER 1, 2022

Data and talent continue to drive a competitive edge in private equity. Global Private Equity Trends. The macroeconomic backdrop has similarly slowed down fundraising for UK firms but six firms still managed to close $1 billion in 2022 funding for PE vehicles, with BC Partners closing the biggest fund at $7.8 See all U.K.

Due Diligence 69

Due Diligence Capital Sports Entertainment 69

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. Use of Non-GAAP financial measures.

Intellectual Property 40

Intellectual Property Capital Loss Banking 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

FEBRUARY 13, 2024

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 38.6% Total PGI assets under management (billions) $499.5 billion, including: $0.7 billion to repurchase 9.1

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MAY 6, 2024

Equitable and AllianceBernstein are uniquely suited to address this need given our leading positions across the retirement, wealth management, and asset management businesses. In Asset Management, AllianceBernstein had $3.7 In Asset Management, AllianceBernstein had $3.7 In Retirement, we reported net inflows of $1.5

Loss 40

Loss Capital Intellectual Property 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

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MARCH 8, 2022

and emerging markets, global asset management, and U.S. Principal Global Investors. Slides with additional details of the 2022 outlook are available at principal.com/investor. The leaders will speak to total company and individual business unit outlooks, highlighting how its growth drivers of retirement in the U.S. RIS-Spread.

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

JANUARY 31, 2022

retail fixed annuity and individual life insurance businesses as part of a comprehensive review of its business mix and capital management options. and select emerging markets, global asset management, and U.S. At its Investor Day in June 2021, Principal announced it would pursue strategic alternatives for its U.S.

Capital 40

Capital Intellectual Property Retail Loss 40

Wink Intel

MARCH 2, 2021

Principal Global Investors. s IRT business; loss of key vendor relationships or failure of a vendor to protect information of our customers or employees; the company’s enterprise risk management framework may not be fully effective in identifying or mitigating all of the risks to which the company is exposed; and global climate change.

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

JANUARY 30, 2023

Assets under management (AUM) of $635 billion, which is included in assets under administration (AUA) of $1.5 We remain in a strong financial position with the financial flexibility, discipline, and experience to manage through continued macroeconomic uncertainty.” “We 15)% PGI sourced assets under management (billions) $241.6

Loss 40

Loss Capital Intellectual Property Globalization 40

FedSavvy

APRIL 25, 2023

Datastrong enhanced Smartronix’s cloud capabilities and expanded solutions in enterprise analytics, data science, and data engineering and management. SMX also provides C5ISR services globally across each service branch and multiple Combatant Commands (COCOMs). Datastrong also brought new federal clients within the U.S.

Intellectual Property 130

Intellectual Property Pharmaceutical Intelligence Intelligence 130

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 Investment Management and Research (AllianceBernstein or “AB”) 6 reported net outflows of $4.0 Wealth Management (“WM”) reported net inflows of $1.3 billion of net inflows.”

Loss 40

Loss Capital Globalization Intellectual Property 40

Wink Intel

MAY 2, 2022

Principal Global Investors (PGI) net cash flow of $3.2 million due to higher net revenue and disciplined expense management partially offset by higher deferred acquisition costs (DAC) amortization expense. Principal Global Investors. (in Total PGI assets under management (billions). . Reported AUM does not include $193.1

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 Principal Global Investors. . . . (in Total PGI assets under management (billions) .

Loss 40

Loss Capital Intellectual Property Globalization 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. Principal Global Investors (PGI) managed net cash flow of $2.3 Principal Global Investors. (in Total PGI assets under management (billions). Deployed $907.5

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MAY 3, 2021

Best Places to Work in Money Management 13.”. 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. (in

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

NOVEMBER 15, 2021

VA Guaranteed Value and net amount at risk by more than 75%, and our equity market sensitivity from our variable annuity guarantees by roughly 54% 7 , greatly lowering our go forward risk profile,” said Naveed Irshad , Global Head of Inforce Management. billion of IFRS reserves, representing 76% of Manulife’s U.S.

Capital 40

Capital Loss Intellectual Property Security 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.”. Principal Global Investors. (in

Loss 40

Loss Capital Intellectual Property Globalization 40

Data Hut

DECEMBER 6, 2023

Together, We will explore how product matching transforms online shopping, from optimizing price comparisons and inventory management to improving customer satisfaction and competitive strategies. Programming assists by handling the large volume of data and narrowing down the potential matches to a manageable number for human review.

Matrix 52

Matrix Commerce Retail Algorithm 52

Wink Intel

FEBRUARY 8, 2022

Principal Global Investors (PGI) generated record PGI managed AUM of $546.5 Principal Global Investors. (in Total PGI assets under management (billions). PGI sourced assets under management (billions). Assets under management (billions). RIS – Spread sales of $2.4 billion, including $0.9 9%. . . .

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 due to higher net revenue and expense management.

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. Third Quarter. (in

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

AUGUST 9, 2022

Total Assets Under Management (“AUM”, in billions). $. Investment Management and Research (AllianceBernstein or “AB”) 4 reported moderate net outflows of $2.7 Investment Management and Research. (in Investment Management and Research. . —. . . . —. . ” Consolidated Results. . . . . Second Quarter. (in

Loss 40

Loss Capital Intellectual Property Security 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. .” Investment Management and Research. (in

Loss 40

Loss Capital Intellectual Property Security 40

Alpha Sense BI

MAY 8, 2024

Looking back at the past few years, we have consistently seen how macroeconomic events like the COVID-19 pandemic and Russia-Ukraine war lead to global supply chain shortages and high inflation rates. how companies manage their data) as well as external changes (i.e., This includes internal transformation,(i.e.,

Intellectual Property 64

Intellectual Property Due Diligence Innovation Retail 64

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. Mr. Pearson continued, “We remain grounded in our fair value economic approach to managing the business. First Quarter. (in Q1 2021. .

Loss 40

Loss Capital Intellectual Property Security 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 Total Assets Under Management (“AUM”, in billions). $. Investment Management and Research (AllianceBernstein or “AB”) 3 reported another quarter of net inflows, with $7.2

Loss 40

Loss Capital Intellectual Property Finance 40