Wink Intel

FEBRUARY 23, 2021

BofA Destinations Index (Ticker: BOFADST5): Developed in collaboration with Bank of America and exclusive to American Equity, the volatility-controlled index tracks domestic equities, treasuries and a gold index. ABOUT BANK OF AMERICA. Credit Suisse Tech Edge Index (Ticker: CSEATEDG): The excess return index combines four U.S

Intellectual Property 40

Intellectual Property Banking Biotech Retail 40

Wink Intel

FEBRUARY 20, 2024

The Company’s newest product addresses retirement challenges from volatility to inflation, seeking to find a balance between managing risk and long-term growth potential. Bank of America Corporation stock is listed on the New York Stock Exchange (NYSE: BAC ). Disclaimer BofA Securities Inc. Disclaimer BofA Securities Inc.

Intellectual Property 40

Intellectual Property Banking IT Retail 40

Wink Intel

NOVEMBER 2, 2021

The North American Secure Horizon SM suite of FIAs features index account options including the BlackRock ESG US 5% Index ER from the world’s largest asset management firm BlackRock, the exclusive Loomis Sayles Managed Futures Index, and the S&P 500® Low Volatility 5% ER Index. About PlanGap.

Intellectual Property 40

Intellectual Property Security Security Loss 40

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

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

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. May Lose Value • No Bank or Credit Union Guarantee.

Intellectual Property 40

Intellectual Property Loss Research Banking 40

Wink Intel

MARCH 2, 2021

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 Loss Capital Banking 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 billion for their European Capital XI Fund early in the year. See all U.K. private equity trends here.

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

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 8, 2022

and emerging markets, global asset management, and U.S. The leaders will speak to total company and individual business unit outlooks, highlighting how its growth drivers of retirement in the U.S. benefits and protection, will continue to positively position the company in 2022. Key takeaways and total company guidance.

Loss 40

Loss Capital Intellectual Property Banking 40

Wink Intel

FEBRUARY 14, 2022

Global Wealth and Asset Management (“Global WAM”) net inflows 5 of $27.9 Additionally, Manulife Investment Management was accepted as a signatory to the UK Stewardship Code, which is recognized globally as a best practice benchmark in investment stewardship. NBV 5 of $2.2 APE sales 5 of $6.1 billion in 4Q20.

Globalization 40

Globalization Sales Loss Management 40

Data Hut

SEPTEMBER 4, 2024

Key Features: Handling HTTP Methods: Simplifies the process of sending HTTP methods and handling responses, including managing headers, cookies, and sessions. Integrated Development Environment (IDE) Setup : Choosing an IDE: An IDE is essential for writing and managing your Python code. It’s known for its ease of use and reliability.

Intellectual Property 52

Intellectual Property Analysis Commerce Management 52

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 Banking 40

Wink Intel

MAY 3, 2021

Best Places to Work in Money Management 13.”. Principal Global Investors (PGI) had record PGI managed AUM of $507.7 million due to higher net revenue, expense management and higher deferred acquisition costs (DAC) amortization expense in the prior year quarter. million due to higher net revenue and expense management.

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

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 Sales 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.”. Assets under management (billions). .

Loss 40

Loss Capital Intellectual Property Globalization 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

Wink Intel

FEBRUARY 8, 2022

Principal Global Investors (PGI) generated record PGI managed AUM of $546.5 Total PGI assets under management (billions). PGI sourced assets under management (billions). million primarily due to growth in management fees resulting from an increase in AUM and higher performance fees. Assets under management (billions).

Loss 40

Loss Capital Intellectual Property 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. 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 2)% $2,522.3

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 Total PGI assets under management (billions). PGI sourced assets under management (billions).

Loss 40

Loss Capital Intellectual Property 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 million primarily due to higher assets under management.

Loss 40

Loss Capital Intellectual Property Globalization 40

CIO

MARCH 18, 2024

We need to be ready to respond to our CEO to solve problems with AI,” says Srini Gudipati, CIO of Covanta, a company that specializes in sustainable materials management, including large-scale recycling. Given existing relationships with Webster Bank, that includes AWS and Microsoft. “AI moves fast, so we don’t want to delay.

Intellectual Property 501

Intellectual Property Banking Startups Technology 501

Wink Intel

AUGUST 8, 2023

Kevin Hogan, President and Chief Executive Officer of Corebridge, said, “This was an excellent quarter for Corebridge, where we continued to benefit from our focused execution, disciplined risk management and the competitive strengths of our diversified businesses. billion as of June 30, 2023 Financial leverage ratio of 28.0%

Loss 40

Loss Capital Security Security 40

Wink Intel

NOVEMBER 6, 2023

With more than $360 billion in assets under management and administration as of September 30, 2023, Corebridge Financial is one of the largest providers of retirement solutions and insurance products in the United States. About Corebridge Financial Corebridge Financial, Inc.

Loss 40

Loss Capital Security Security 40

Wink Intel

FEBRUARY 8, 2022

An increase in earnings from Hartford Funds driven by higher assets under management. Total Hartford Funds assets under management (AUM). Increase in net investment income to $573 million, before tax, from $556 million in fourth quarter 2020. 151,347. . 120,908. . Mutual Funds and exchange-traded products (ETP) net flows. 157,895.

Loss 40

Loss Capital Security Security 40

CIO

FEBRUARY 24, 2025

At Kyndryl, we have a long and extensive track record of designing, building, managing, and modernizing the complex, mission-critical information systems organizations around the world rely on every day, says Simpson. Its a reality David Simpson, senior vice president of Cloud Practice growth at Kyndryl, knows well.

Intellectual Property 311

Intellectual Property Management Travel Innovation 311

CIO

NOVEMBER 4, 2024

In the real world Some early LLM deployments trained on internal data have come from the larger banks and consulting firms. Morgan Stanley, for instance, used prompt tuning to train GPT-4 on a set of 100,000 documents relating to its investment banking workflows.

Business 503

Business Banking Algorithm Intellectual Property 503

CIO

FEBRUARY 18, 2025

Artificial intelligence (AI) tools have emerged to help, but many businesses fear they will expose their intellectual property, hallucinate errors or fail on large codebases because of their prompt limits. And by chunking and simplifying code pre-migration, the tool ensures enterprises can move and manage even the largest codebases.

Intellectual Property 195

Intellectual Property Banking Security Security 195

TBR

JANUARY 21, 2025

Further, Infosys launched the Finacle Data and AI Suite of solutions to support banking clients seeking to enhance IT systems and customer experience using AI. We see these capabilities as a prerequisite to enhance the core Infosys Finacle platform and enable Infosys to remain a formidable competitor in the banking space.

Innovation 124

Innovation Intellectual Property Banking Sales 124

TBR

MARCH 28, 2025

Additionally, Infosys released the Finacle Data and AI Suite of solutions to support banking clients seeking to enhance IT systems and customer experience using AI. We understand that Outcome as a Service is a long-term play that will test Infosys culture and ability to manage trust within the ecosystem.

Alliance 100

Alliance Intellectual Property Benchmarking Profiling 100

Alpha Sense BI

DECEMBER 5, 2024

These reports are created by analysts at brokerage firms and investment banks, and they contain important information on publicly traded companies, including financial forecasts, valuation assessments, and insights on industry trends and competitive positioning.

Competitive Intelligence 52

Competitive Intelligence Competitive Intelligence Intelligence 52

Alpha Sense BI

DECEMBER 5, 2024

These reports are created by analysts at brokerage firms and investment banks, and they contain important information on publicly traded companies, including financial forecasts, valuation assessments, and insights on industry trends and competitive positioning.

Competitive Intelligence 52

Competitive Intelligence Competitive Intelligence Intelligence 52