Alpha Sense BI

DECEMBER 1, 2022

CPG & Retail. Seeing massive transformation brought about by the pandemic , CPG and retail firms are still in recovery mode, presenting favorable deals for PE investments in the sector. New funds targeting the sector are also slowing, dropping from 69 PE firms with consumer focus to 15 as of July 2022. .

Due Diligence 88

Due Diligence Capital Globalization Finance 88

Wink Intel

MARCH 7, 2023

These risks and uncertainties include, without limitation: adverse capital and credit market conditions may significantly affect the company’s ability to meet liquidity needs, access to capital and cost of capital; conditions in the global capital markets and the economy generally; volatility or declines in the equity, bond or real estate markets; (..)

Loss 40

Loss Capital Globalization Intellectual Property 40

BIS Research

FEBRUARY 28, 2019

An example of leadership is the creation of a standard, smart contract for a digital agricultural asset; an example of contribution is sharing some of our intellectual property with others to develop solutions outside of just the grains industry where we have domain expertise.

Technology 40

Technology Technology Intellectual Property Finance 40

Alpha Sense BI

DECEMBER 1, 2022

CPG & Retail. Seeing massive transformation brought about by the pandemic , CPG and retail firms are still in recovery mode, presenting favorable deals for PE investments in the sector. New funds targeting the sector are also slowing, dropping from 69 PE firms with consumer focus to 15 as of July 2022. .

Due Diligence 69

Due Diligence Capital Globalization Finance 69

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. billion of planned capital returned to shareholders. The guidance includes the expected impacts of the reinsurance transactions announced in January for the company’s in-force U.S.

Capital 40

Capital Loss Globalization Intellectual Property 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. Excludes deposits from the assets of our retail mutual funds business that were sold to Touchstone on July 16, 2021, or otherwise liquidated in connection with the sale.

Loss 40

Loss Sales Security Security 40

Wink Intel

FEBRUARY 22, 2023

Net income per Class B shares was $1.21 in 4Q21 and 2021, respectively. and other factors discussed in “Management’s Discussion and Analysis of Financial Conditions and Results of Operations” and “Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2022, filed with the U.S.

Loss 40

Loss Sales Security Security 40

Wink Intel

FEBRUARY 8, 2022

retail fixed annuity and universal life insurance with secondary guarantee blocks of business,” said Houston. “We “Overall, focused execution across our diversified portfolio of businesses drove strong results throughout the year. s IRT business; risks in completing the company’s announced reinsurance transaction for its in-force U.S.

Loss 40

Loss Capital Globalization Sales 40

Wink Intel

MAY 2, 2022

s IRT business; risks in completing the company’s announced reinsurance transaction for its in-force U.S. s IRT business; risks in completing the company’s announced reinsurance transaction for its in-force U.S.

Loss 40

Loss Capital Globalization Management 40

Wink Intel

NOVEMBER 8, 2021

Net inflows in Retail were $7.9 Asia Other excludes Japan and Hong Kong. Reported Global Wealth and Asset Management net inflows of $9.8 billion in 3Q21, compared with 3Q20 net outflows of $2.2 billion in 3Q21 compared with net inflows of $0.7 securities regulators.

Globalization 40

Globalization Business Management Sales 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. Non-GAAP operating earnings for second quarter 2022 of $423.0 million, compared to $467.3 million for second quarter 2021.

Loss 40

Loss Capital Globalization Business 40

Wink Intel

FEBRUARY 14, 2022

A record year for our retail wealth business with net inflows of $29.2 We expanded our retail product line-up beyond traditional mutual funds with new actively managed Exchange Traded Funds in both Canada and the U.S. Net inflows in Retail were $29.2 Net inflows in Retail were $7.5 billion in 4Q20. billion in 4Q20.

Globalization 40

Globalization Sales Management Loss 40

Wink Intel

AUGUST 9, 2022

billion were driven by net outflows in Retail and Private Wealth channels partially offset by net inflows in the Institutional channel. AUM decreased by 12% due to market performance partially offset by net inflows over the prior twelve months. Second quarter net flows of $(2.7)

Loss 40

Loss Capital Management Marketing 40

Wink Intel

NOVEMBER 8, 2022

billion excluding expected AXA redemptions, were driven by net outflows in Retail and Institutional channels partially offset by net inflows in the Private Wealth channel. AUM decreased by 17% due to market performance partially offset by net inflows over the prior twelve months. Third quarter net outflows of $10.5 billion, or $6.6

Loss 40

Loss Capital Security Security 40

Wink Intel

NOVEMBER 8, 2021

billion in active net inflows and the 18th consecutive quarter of active equity retail net inflows. Third quarter net flows of $7.2 billion were driven by net inflows across all distribution channels, including $6.7 Operating earnings increased from $104 million to $134 million, primarily driven by higher base fees on higher average AUM.

Loss 40

Loss Capital Management Security 40

Wink Intel

FEBRUARY 23, 2021

Full year 2020 business segment highlights: Individual Retirement saw strong demand for our Structured Capital Strategies (“SCS”) buffered annuity product, evidenced by record sales in the fourth quarter, and retail full year sales up 19% year-over-year.

Loss 40

Loss Capital Management Security 40