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. and growing global tensions (i.e., have muddied waters.

Due Diligence 52

Due Diligence Intellectual Property Capital Analysis 52

Wink Intel

MAY 6, 2024

market presents a tremendous opportunity with an aging population and a growing retirement savings gap. As of March 31, 2024, total AUM/A was $974 billion, a year-over-year increase of 13%, driven by higher markets over the prior twelve months. Mr. Pearson continued, “The U.S. On an NAIC basis, the combined RBC ratio was c.425%

Loss 40

Loss Capital Intellectual Property 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 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

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. This data, a crucial asset, offers deep insights into market shifts, consumer preferences, and competitive positioning. It might seem like a steal, but there's a hidden agenda.

Intellectual Property 52

Intellectual Property Commerce Competitive Gaming 52

Wink Intel

FEBRUARY 20, 2024

The RILA category has experienced rapid growth over the last few years, with total industry RILA sales forecasted to be at a record level between $44 to $48 billion in 2023 1 as advisors and consumers continue to find RILAs an attractive solution in the current market. ” 1 LIMRA Annuity Market Forecast 2 For J.D.

Intellectual Property 40

Intellectual Property Banking IT Retail 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. formerly known as AIG Life & Retirement.

Intellectual Property 40

Intellectual Property Loss Research Banking 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. 10.0% Incurred loss ratio 62.0%

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

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

AUGUST 8, 2023

AB’s institutional pipeline remains strong with growth in Private Markets supporting a 2% fee-rate improvement year-over-year. 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.” Asset Management net outflows were $4.0

Loss 40

Loss Capital Globalization Intellectual Property 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

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

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. billion, or $18.85 per diluted share, includes $3.3 billion, or $6.66

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MAY 30, 2022

Principal will release its second quarter 2022 financial results after market close on Monday, August 8, 2022. The proceeds are included in the company’s planned $2.0 billion-$2.3 billion of share repurchases for 2022.

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

AUGUST 10, 2021

. (“Athene”) (NYSE: ATH ), a leading financial services company specializing in retirement solutions, announced the close of a significant pension risk transfer (PRT) transaction with Lockheed Martin (NYSE: LMT ), a global security and aerospace leader. Under the terms of the transaction, Lockheed Martin transferred $4.9

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 billion year to date.

Loss 40

Loss Capital Intellectual Property Globalization 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 ®. Principal Global Investors (PGI) managed net cash flow of $2.3 Principal Global Investors. (in per diluted share, in the quarter.

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

NOVEMBER 6, 2023

per share of common stock Repurchased $102 million of shares from public market through October 31, 2023 Declared special dividend of $1.16 per share of common stock Repurchased $102 million of shares from public market through October 31, 2023 Declared special dividend of $1.16 billion, a 13% decrease over the prior year quarter.

Loss 40

Loss Security Security Capital 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 ®. Principal Global Investors (PGI) net cash flow of $3.2 Principal Global Investors. (in

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.

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

AUGUST 8, 2023

Base spread income also grew 42% year over year, and our businesses remain well positioned to capitalize on current market opportunities. We generated nearly $10 billion of premiums and deposits, a 42% increase over the prior year. Base portfolio income was the largest contributor to the year-over-year improvement.

Loss 40

Loss Capital Security Security 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

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. 0.69. . . 1.28. . .

Loss 40

Loss Capital Intellectual Property Security 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

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 primarily due to favorable equity markets.

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

MAY 15, 2023

Premiums and deposits 1 grew 45% compared to the prior year quarter Base portfolio income 2 for our insurance operating businesses grew 23% while base yield 2 expanded 60 basis points compared to the prior year quarter Net loss of $459 million, or $0.70 per share reflect strong base spread income 2 Holding company liquidity of $1.8

Loss 40

Loss Security Security Capital 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. Net income (loss) attributable to Holdings. . Net income (loss) attributable to Holdings per common share. . 4.47. .

Loss 40

Loss Capital Intellectual Property Security 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. Non-GAAP 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

JANUARY 31, 2022

and select emerging markets, global asset management, and U.S. Reinsurance of these blocks also reduces the company’s risk exposure to interest rates, credit markets, and policyholder behavior. benefits and protection. Principal will host an investor conference call at 10 a.m.

Capital 40

Capital Intellectual Property Retail Loss 40

IT Business Edge

AUGUST 22, 2022

Data loss prevention (DLP). DLP helps protect critical business assets such as intellectual property and sensitive customer data from unauthorized use by detecting when they leave your company’s network perimeter — intentionally or unintentionally. Also see the Best Cloud Security Solutions. Top 10 SASE Solutions.

Security 76

Security Security Intellectual Property Loss 76

Wink Intel

NOVEMBER 14, 2022

Variable investment income (loss) – insurance operating businesses. . $. (1. Challenging global capital markets drove lower variable investment income as well as lower fee income in Individual Retirement and Group Retirement. Variable investment income (loss). . $. (13. Institutional Markets. . 1. ). . $.

Loss 40

Loss Capital Sales Retail 40

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. Net income (loss) attributable to Holdings. Net income (loss) attributable to Holdings per common share. 822. . . $.

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

NOVEMBER 8, 2021

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

Loss 40

Loss Capital Intellectual Property Finance 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

AUGUST 10, 2021

We continue to benefit from positive net flows and favorable equity markets with AUM now reaching $869 billion, up 22% year-over-year and 6% over the first quarter,” said Mark Pearson, President and Chief Executive Officer. Net income (loss) attributable to Holdings. Net income (loss) attributable to Holdings per common share.

Loss 40

Loss Capital Intellectual Property Security 40