Wink Intel

FEBRUARY 23, 2021

The new benefits are the latest addition to American Equity’s suite of annuities aimed at helping provide clients safe asset growth choices and the dignity of securing a guaranteed paycheck. “We The BofA Destinations Index (the “Index”) has been created and is owned by BofA Securities, Inc. ABOUT BANK OF AMERICA.

Intellectual Property 40

Intellectual Property Biotech Banking Retail 40

Wink Intel

JANUARY 31, 2022

retail fixed annuity and universal life insurance with secondary guarantee (“ULSG”) blocks of business. 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.

Capital 40

Capital Intellectual Property Retail Loss 40

Alpha Sense BI

DECEMBER 1, 2022

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 This put an accelerator in deal activity across the energy sector with oil, gas, and coal companies securing $5.36 See all U.K.

Due Diligence 69

Due Diligence Capital Sports Entertainment 69

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

BIS Research

FEBRUARY 28, 2019

Quality characteristics are obviously a fundamental dataset to manage for and report on, and in our view, the industry needs to move away from static assessment and reporting to live physical monitoring. Answer: Prices can be impacted by a number of variables, of which, quality is one. Is this being looked at?

Technology 40

Technology Technology Intellectual Property Finance 40

Wink Intel

MARCH 8, 2022

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. Securities and Exchange Commission, as updated or supplemented from time to time in subsequent filings.

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

FEBRUARY 14, 2022

Global Wealth and Asset Management (“Global WAM”) net inflows 5 of $27.9 A record year for our retail wealth business with net inflows of $29.2 Nearly 200 asset managers, pension funds and others applied but only 123 were accepted after a rigorous review by the Financial Reporting Council 2. APE sales 5 of $6.1

Globalization 40

Globalization Sales Loss Management 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 0.69. . .

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

FEBRUARY 8, 2022

retail fixed annuity and universal life insurance with secondary guarantee blocks of business,” said Houston. “We Principal Global Investors (PGI) generated record PGI managed AUM of $546.5 Total PGI assets under management (billions). PGI sourced assets under management (billions). Assets under management (billions).

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MAY 2, 2022

million due to higher net revenue and disciplined expense management partially offset by higher deferred acquisition costs (DAC) amortization expense. Total PGI assets under management (billions). . PGI sourced assets under management (billions). . Assets under management (billions). Pre-tax return on net revenue 6.

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

AUGUST 9, 2022

retail fixed annuity and universal life insurance with secondary guarantee (“ULSG”) blocks of business (“reinsurance transaction”) closed in second quarter 2022 with an effective date of January 1, 2022. Principal Global Investors (PGI) managed net cash flow of $1.4 Total PGI assets under management (billions) . 7)%. . .

Loss 40

Loss Capital Intellectual Property Globalization 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

Wink Intel

FEBRUARY 23, 2021

“Against the backdrop of a historic health and economic crisis, I am pleased to report strong results for Equitable in the fourth quarter of 2020 with assets under management reaching a record $809 billion, benefiting from the resilience of our businesses and the dedication of our employees and advisors. Investment Management and Research. (in

Loss 40

Loss Capital Intellectual Property Management 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

CIO

JULY 18, 2023

The survey, published today by MIT Technology Review Insights and sponsored by enterprise data management company Databricks, polled 600 “senior data and technology executives.” CIOs would be reckless to adopt AI tools without managing their risks,” the report said. Enterprise Applications, Generative AI

Intellectual Property 590

Intellectual Property Retail Business Intelligence Technology 590

Wink Intel

FEBRUARY 22, 2023

We ended the year with strong momentum and remain focused on our core mission of helping individuals plan, save for and achieve secure financial futures. We maintained a strong financial position throughout the year and delivered on our capital management goals for 2022. Pension risk transfer sales were $1.3

Loss 40

Loss Sales Security Security 40

Wink Intel

NOVEMBER 14, 2022

Excludes deposits from the sale of our retail mutual fund business that were sold to Touchstone on July 16, 2021, or otherwise liquidated in connection with the sale. Asset management. . $. We proudly partner with financial professionals and institutions to help individuals plan, save for and achieve secure financial futures.

Loss 40

Loss Capital Sales Retail 40