Primary Intelligence

FEBRUARY 22, 2023

The value of win-loss-no decision analysis at scale is that you have continuous, near real-time feedback on a higher percentage of accounts for improved insights and confident strategy adjustments across all of your revenue teams,” said Ken Allred, founder and Chief Executive Officer at Primary Intelligence. Peterson added.

Intelligence 104

Intelligence Intelligence Intellectual Property Loss 104

Smart Data Collective

AUGUST 14, 2022

Data loss is a serious problem for many businesses. An estimated 94% do not survive a catastrophic data loss. Data loss prevention (DLP) strives to protect your business data from inside or outside compromise. This includes data leakage, data loss , misuse of data, or data compromised by unauthorized parties.

Loss 303

Loss Intellectual Property Business Education 303

Wink Intel

JUNE 7, 2021

S&P Global Ratings will offer complimentary registration to all attendees for the event. The conference will be hosted on a web-based platform, and S&P Global Ratings will send the access link to registered attendees one day ahead of the event. About Athene. 1 441 279 8534 . ngunn@athene.com.

Globalization 40

Globalization Intellectual Property Loss Security 40

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 It is, however, the most secure route to ensure intellectual property is safe and compliant. million per employee by 2026.

Banking 59

Banking Due Diligence Intellectual Property Knowledge 59

Alpha Sense BI

NOVEMBER 13, 2023

Take enterprise content for instance: it can become siloed, making it difficult to harness firmwide intellectual property. corporations suffer annual losses exceeding $40 million as a result of everyday operational inefficiencies directly linked to inadequate knowledge sharing. integration to support user authentication.

Intellectual Property 116

Intellectual Property Knowledge Algorithm Brainstorming 116

Alpha Sense BI

SEPTEMBER 6, 2023

and growing global tensions (i.e., However, some businesses are sold because of poor business practices or operating at a loss. The market landscape is dramatically different now than it was in 2022 as macroeconomic hardships (i.e., rising inflation, supply chains disrupted by COVID-19, etc.) have muddied waters.

Due Diligence 52

Due Diligence Intellectual Property Capital Analysis 52

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 14.8% Incurred loss ratio 61.0% Incurred loss ratio increased to 61.0% Incurred loss ratio increased to 61.0%

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

NOVEMBER 22, 2022

Dimensional Fund Advisors, a leading global asset management firm, applies a scientific rigor to investment solutions by drawing upon decades of academic and empirical research from some of the world’s foremost economists, including Nobel laureate Robert Merton. “We Diversification does not ensure a profit or protect against loss.

Intellectual Property 40

Intellectual Property Loss Research Banking 40

Wink Intel

FEBRUARY 20, 2024

Buffers offer protection from initial losses up to a certain pre-determined threshold, then you’re responsible for any additional losses. 4 The best-performing index may have negative performance, under-perform the general market, and/or be subject to a buffer. Hindsight 20/20 strategy is only available on 6-year segments.

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

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. billion of pension risk transfer sales Principal Global Investors (PGI) managed AUM of $485.8 10.0% Incurred loss ratio 62.0% billion, including $0.6 million to repurchase 1.4

Loss 40

Loss Capital Intellectual Property Globalization 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

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 8, 2023

Operating earnings (loss) 234 186 Account value increased by 17% primarily due to market performance and net inflows over the prior twelve months. Segment net flows (2) (66 ) 144 Operating earnings (loss) 107 111 (1) Effective October 3, 2022, AV excludes activity related to ceded AV to Global Atlantic.

Loss 40

Loss Capital Globalization Intellectual Property 40

Wink Intel

JANUARY 30, 2023

Fourth quarter 2022 net loss attributable to Principal Financial Group ® , Inc. per diluted share, includes $514 million of loss from exited business. Non-GAAP net income attributable to PFG excluding loss from exited business 1 for the 12 months ending Dec. 10.1% Incurred loss ratio 60.7% billion, or $18.85

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MAY 30, 2022

Principal Financial Group ® (Nasdaq: PFG) is a global financial company with 18,500 employees 1 passionate about improving the wealth and well-being of people and businesses. Use of Non-GAAP financial measures. About Principal Financial Group ®.

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

AUGUST 9, 2022

Principal Global Investors (PGI) managed net cash flow of $1.4 Principal Global Investors. . . . (in Incurred loss ratio. Incurred loss ratio decreased due to improved claims experience, driven by lower Group Life mortality. Pre-tax operating earnings (losses). Pre-tax operating losses. Premium and fees.

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

OCTOBER 31, 2022

While we’re diligently managing expenses with pressured revenues, we’re continuing to invest for the long-term in our growth drivers of retirement, global asset management, and benefits and protection.”. Principal Global Investors (PGI) managed net cash flow of $2.3 Principal Global Investors. (in Incurred loss ratio.

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MAY 2, 2022

Principal Global Investors (PGI) net cash flow of $3.2 Principal Global Investors. (in Incurred loss ratio. Incurred loss ratio decreased due to improved claims experience driven by dental. (in Pre-tax operating earnings (losses). . Pre-tax operating losses. . Pre-tax operating losses increased $35.2

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. Incurred loss ratio. . . The outlook for 2022 reflects: Corporate segment pre-tax operating losses of $(370)-$(400) million; includes a portion of the aforementioned stranded costs from the reinsurance transaction; U.S. RIS-Spread.

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

MARCH 2, 2021

Principal Global Investors. Incurred loss ratio. . . The outlook for 2021 reflects: Corporate segment pre-tax operating losses of $(330)-$(350) million; U.S. Net revenue 3. Pre-tax return on net revenue 3. . . RIS-Spread. Net revenue. Pre-tax return on net revenue. . . Operating revenues less pass-through expenses 4.

Intellectual Property 40

Intellectual Property Capital Loss Banking 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 Quarter. .

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

FEBRUARY 8, 2022

Principal Global Investors (PGI) generated record PGI managed AUM of $546.5 Principal Global Investors. (in Incurred loss ratio. Incurred loss ratio decreased due to improved claims experience despite higher COVID-19 related claims in Group Life. Pre-tax operating earnings (losses). Pre-tax operating losses.

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.”. Principal Global Investors. (in

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. Operating earnings (loss). . .

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

AUGUST 9, 2022

Net income (loss) attributable to Holdings. . Net income (loss) attributable to Holdings per common share. . Non-GAAP operating earnings (loss). . Non-GAAP operating earnings (loss) per common share (“EPS”). . Operating earnings (loss). . Operating earnings (loss). . Operating earnings (loss). .

Loss 40

Loss Capital Intellectual Property Security 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.“. Principal Global Investors. (in Incurred loss ratio. .

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MAY 10, 2022

Net income (loss) attributable to Holdings. . . Net income (loss) attributable to Holdings per common share. . . Non-GAAP operating earnings (loss). . . Non-GAAP operating earnings (loss) per common share (“EPS”). . . Operating earnings (loss). . . Operating earnings (loss). . . 1.43. . .

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

JANUARY 31, 2022

and select emerging markets, global asset management, and U.S. Principal Financial Group® (Nasdaq: PFG) is a global financial company with 18,600 employees 2 passionate about improving the wealth and well-being of people and businesses. benefits and protection. Use of Non-GAAP financial measures. About Principal Financial Group ®.

Capital 40

Capital Intellectual Property Retail Loss 40

Wink Intel

MAY 11, 2021

Net income (loss) attributable to Holdings. Net income (loss) attributable to Holdings per common share. Non-GAAP operating earnings (loss). Non-GAAP operating earnings (loss) per common share (“EPS”). Operating earnings (loss). Operating earnings (loss). Operating earnings (loss). 822. . . $.

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

NOVEMBER 8, 2021

Net income (loss) attributable to Holdings. Net income (loss) attributable to Holdings per common share. Non-GAAP operating earnings (loss). Non-GAAP operating earnings (loss) per common share (“EPS”). Operating earnings (loss). Operating earnings (loss). Operating earnings (loss). 871. . . $.

Loss 40

Loss Capital Intellectual Property Finance 40

Wink Intel

AUGUST 10, 2021

Net income (loss) attributable to Holdings. Net income (loss) attributable to Holdings per common share. Non-GAAP operating earnings (loss). Non-GAAP operating earnings (loss) per common share (“EPS”). Operating earnings (loss). Operating earnings (loss). Operating earnings (loss). 869. . . $.

Loss 40

Loss Capital Intellectual Property Security 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 loss to a $1.2 billion loss, representing a 54% reduction.

Capital 40

Capital Loss Intellectual Property Security 40

Wink Intel

FEBRUARY 23, 2021

Net income (loss) attributable to Holdings. . Net income (loss) attributable to Holdings per common share. . Non-GAAP operating earnings (loss). . Non-GAAP operating earnings (loss) per common share (“EPS”). . On a full year basis net income (loss) attributable to Holdings improved by $1.1 . $. 735. .

Loss 40

Loss Capital Intellectual Property Management 40

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. Predatory pricing Predatory pricing is a strategy where companies undercut competitors by selling products at drastically reduced prices, often at a loss. How fast are you extracting the data?

Intellectual Property 52

Intellectual Property Commerce Competitive Security 52

Wink Intel

NOVEMBER 6, 2023

billion, a 13% decrease over the prior year quarter. I want to thank all of our employees and partners who made our first year as a public company such a successful one.“ billion, a 13% decrease over the prior year quarter.

Loss 40

Loss Security Security Capital 40

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