Alpha Sense BI

SEPTEMBER 6, 2024

To keep up with the speed of the shifting market, asset managers rely on consolidated market intelligence to power 360 degree insights on how their portfolio is performing, in order to inform better investment decisions and pivot strategically. The lower these are, the more capital remains invested and aggregating.

Marketing 52

Marketing Marketing Due Diligence SWOT 52

Datapine Blog

MARCH 25, 2019

Any stats, facts, figures, or metrics that don’t align with your business goals or fit with your KPI management strategies should be eliminated from the equation. Build a data management roadmap. Moreover, 83% of business execs have implemented Big Data projects to gain a competitive edge. Build a data management roadmap.

Data Analysis 87

Data Analysis Analysis Business Data Mining 87

Wink Intel

FEBRUARY 26, 2024

The ratings reflect MofA’s balance sheet strength, which AM Best assesses as very strong, as well as its marginal operating performance, favorable business profile and appropriate enterprise risk management. MofA’s investment portfolio has begun shifting toward privately managed investments to increase yield.

Profiling 40

Profiling Capital Competitive Positioning Globalization 40

Wink Intel

FEBRUARY 28, 2023

These Credit Ratings (ratings) reflect MofA’s balance sheet strength, which AM Best assesses as very strong, as well as its marginal operating performance, favorable business profile and appropriate enterprise risk management. The company’s investment portfolio has begun shifting toward privately managed investments.

Profiling 40

Profiling Capital Competitive Positioning Loss 40

Wink Intel

FEBRUARY 21, 2022

These Credit Ratings (ratings) reflect MofA’s balance sheet strength, which AM Best assesses as very strong, as well as its marginal operating performance, favorable business profile and appropriate enterprise risk management (ERM). Manager, Public Relations. +1 Surplus has declined a bit as well. Best Rating Services, Inc.

Profiling 40

Profiling Loss Capital Competitive Positioning 40

Alpha Sense BI

MARCH 28, 2024

The statistics are staggering, both from a monetary cost and human capital perspective. Onboarding new hires in this workflow naturally compounds the team’s inefficiencies even further, and positions the new employee to face the same challenges as their more seasoned colleagues. The true learning curve is steeper out of the gates.

Intellectual Property 52

Intellectual Property Intelligence Intelligence Due Diligence 52

Wink Intel

DECEMBER 1, 2023

The Credit Ratings (ratings) reflect Zurich’s consolidated balance sheet strength, which AM Best assesses as very strong, as well as its strong operating performance, very favourable business profile and appropriate enterprise risk management (ERM).

IT 40

IT Capital Profiling Competitive Positioning 40

Wink Intel

OCTOBER 24, 2022

The Credit Ratings (ratings) reflect Zurich’s consolidated balance sheet strength, which AM Best assesses as very strong, as well as its strong operating performance, very favourable business profile and appropriate enterprise risk management (ERM). At half-year 2022, the group reported a net income attributable to shareholders of USD 2.2

IT 40

IT Capital Profiling Competitive Positioning 40

Wink Intel

FEBRUARY 20, 2024

The ratings reflect CNO’s balance sheet strength, which AM Best assesses as very strong, as well as its strong operating performance, neutral business profile and appropriate enterprise risk management. CNO has a history of using reinsurance strategically to manage the risks on its operating companies’ balance sheets.

IT 40

IT Competitive Positioning Profiling Capital 40

Wink Intel

JUNE 28, 2022

Mechtley – who moves from Sammons Financial Group’s legal team where he led the government affairs unit – will use his vast annuity industry experience and longstanding distribution relationships to further expand Sammons Financial Group’s annuity offerings and competitive position. SOURCE Sammons Financial Group, Inc.

Competitive Landscape 40

Competitive Landscape Competitive Intelligence Competitive Positioning Innovation 40

Wink Intel

AUGUST 7, 2024

billion for the second quarter, an increase of 47% over the second quarter 2023 driven by record retail channel sales and robust institutional market sales Record invested assets with strong investment returns: Record assets under management (AUM) were $52.2 Record assets under management (AUM) were $52.2 Net sales of $3.4

Loss 40

Loss Capital Retail Sales 40

Alpha Sense BI

AUGUST 16, 2024

API Integrations Through either an AlphaSense-managed solution in our secure cloud or a customer-managed solution in the cloud of your choice, you can easily integrate content at enterprise scale through our Ingestion API or Enterprise-Grade Connectors—like Microsoft 365/Sharepoint, Box, S3, and more.

Knowledge 52

Knowledge Algorithm SWOT Security 52

Alpha Sense BI

SEPTEMBER 6, 2023

Below, we share why due diligence has become crucial in today’s shifting market, as well as highlight the information any financial investor should require and review—that spells out the red flags—before spending capital. too many subsidiaries or a super complex model can mean difficulties in managing after purchase.

Due Diligence 52

Due Diligence Intellectual Property Capital Loss 52

Domo

DECEMBER 5, 2024

The data and AI landscape is evolving to create new market opportunities for Domo, and we feel confident were in the right position to capitalize on this moment. Fiscal Third Quarter Results Total revenue was $79.8 million Subscription revenue was $71.1 million Billings were $73.4 million Adjusted free cash flow was negative $13.8

Loss 52

Loss Matrix Finance Business Intelligence 52

Wink Intel

JULY 26, 2022

The Investment Bank provides corporate, institutional and wealth management clients with expert advice, innovative solutions, execution and comprehensive access to international capital markets. Notes to Editors. About the UBS Investment Bank. UBS is present in all major financial centers worldwide.

Banking 40

Banking Capital Globalization Security 40

Wink Intel

MAY 14, 2024

billion for the first quarter, an increase of 6% over the first quarter 2023 driven by strong retail channel sales and robust institutional market sales Record invested assets with strong investment returns: Record assets under management (AUM) were $49.8 Record assets under management (AUM) were $49.8

Loss 40

Loss Capital Retail Sales 40

Wink Intel

AUGUST 15, 2023

billion in the second quarter 2022, reflecting third party flow reinsurance which increased from 50% to 75% of multiyear guaranteed annuity (MYGA) sales effective in September 2022 Record assets under management: Ending assets under management (AUM) were $46.3 billion of assets under management.

Loss 40

Loss Capital Retail Sales 40

Wink Intel

SEPTEMBER 26, 2023

That time-tested approach to sound financial management also fuels our ability to pay industry-leading dividends to the policyowners we proudly serve.” Key competitive advantages include a successful distribution system, large and stable block of traditional life insurance, and low expense structure relative to peers.”

Competitive Positioning 40

Competitive Positioning Advantage Advantage Banking 40

Wink Intel

NOVEMBER 13, 2023

In addition, F&G has increased flow reinsurance to 90% of MYGA sales in September of 2023 Record assets under management: Ending assets under management (AUM) were $47.4 Assets under management (AUM) were $47.4 Reflects lower retail channel sales offset by higher institutional market sales.

Loss 40

Loss Capital Retail Sales 40

Alpha Sense BI

MARCH 28, 2024

The statistics are staggering, both from a monetary cost and human capital perspective. Onboarding new hires in this workflow naturally compounds the team’s inefficiencies even further, and positions the new employee to face the same challenges as their more seasoned colleagues. The true learning curve is steeper out of the gates.

Intellectual Property 40

Intellectual Property Intelligence Intelligence Due Diligence 40

Wink Intel

AUGUST 15, 2022

Georgette Nicholas , CEO of Midwest noted, “We are seeing strong results from the actions we took in the first quarter to position the Company for growth relating to distribution, pricing, products, investment management, and reinsurance. Assets under management for third parties was $471.1 million on March 31, 2022.

Loss 40

Loss Capital KPI Sales 40

Wink Intel

NOVEMBER 14, 2022

We also executed a new reinsurance arrangement effective at the end of the third quarter to provide additional capital support on the MYGA product given the market demand. Overall, the third quarter trends position us for a strong finish for the year.” Assets under management for third parties was $494.5 ” Ms.

Loss 40

Loss Capital KPI Sales 40

Wink Intel

FEBRUARY 26, 2024

billion , an increase of 17% over the full year 2022 driven by record retail channel sales and robust institutional market sales Record asset growth: Record assets under management (AUM) were $49.5 For the full year 2023, record gross sales of $13.2 billion as of December 31, 2023 , an increase of 14% from $43.6

Loss 40

Loss Capital Retail Sales 40

Wink Intel

MAY 15, 2023

Total expenses have increased from variable costs associated with increased premiums written related to technology, distribution, product fees, and premium taxes along with expenses related to state expansion and capital initiatives. Third-party assets under management were $828.6 Invested assets grew to $1,832.9 million versus $0.3

Loss 40

Loss Capital KPI Security 40

Wink Intel

MAY 16, 2022

The focus of the team continues to be on the key drivers of growth and profitability: Deepening distribution relationships, state expansion to achieve sales growth, reinsurance, investment management, and operational readiness and efficiency. Assets under management for third parties was $455.4 Service fee revenue rose to $1.1

Loss 40

Loss Capital Finance KPI 40

Wink Intel

NOVEMBER 22, 2021

“In a career that spans more than two decades with our company, he has held leadership roles and produced outstanding results in virtually every line of business and has a clear vision for enhancing our unrivaled competitive positioning. DeSanto assumed oversight for New York Life’s top-ranked retail annuity business line.

Competitive Positioning 40

Competitive Positioning Finance Retail Capital 40

Alpha Sense BI

AUGUST 4, 2023

Private market research refers to the analysis and assessment of non-publicly traded assets, such as private companies , venture capital , private equity , and other alternative investments and is paramount in identifying untapped opportunities, mitigating risks, and enhancing decision-making for successful investments.

Market Research 52

Market Research Marketing Research Research Startups 52

Wink Intel

AUGUST 15, 2023

Total expenses have increased from variable costs associated with increased premiums written related to technology, distribution, product fees, and premium taxes along with expenses related to state expansion and capital initiatives. Third-party assets under management were $531.6 Invested assets grew to $2,086.6 million in Q2 2022.

Loss 40

Loss Capital KPI Sales 40

Wink Intel

SEPTEMBER 7, 2022

“The ratings reflect NM’s exceptionally strong capitalization, leading competitive position in the U.S. individual life insurance market, and a conservative liability profile,” according to Fitch’s press release. Not all Northwestern Mutual representatives are advisors.

Profiling 40

Profiling Competitive Positioning Banking Capital 40

Wink Intel

AUGUST 30, 2022

“The ratings reflect NM’s exceptionally strong capitalization, leading competitive position in the U.S. individual life insurance market, and a conservative liability profile,” according to Fitch’s press release. Not all Northwestern Mutual representatives are advisors.

Profiling 40

Profiling Competitive Positioning Banking Capital 40

Wink Intel

MAY 8, 2023

billion in the first quarter 2022, reflecting third party flow reinsurance which increased from 50% to 75% of multiyear guaranteed annuity (MYGA) sales effective in September 2022 Record assets under management: Ending assets under management (AUM) were $45.4 First Quarter Highlights Record gross sales: Total gross sales of $3.3

Loss 40

Loss Capital Retail Sales 40

Wink Intel

MARCH 2, 2021

–( BUSINESS WIRE )–Massachusetts Mutual Life Insurance Company (MassMutual) today reported strong financial results 1 for 2020 – including sales, earnings and capital growth – while making excellent progress on its strategy and providing support to its stakeholders in a year marked by extraordinary environmental challenges.

Capital 40

Capital Competitive Positioning Security Security 40

Wink Intel

MAY 14, 2024

in the first quarter of 2023 F&G Segment sustainable sales growth across multi-channel platform and record assets under management : For the F&G Segment, gross sales of $3.5 F&G achieved record assets under management (AUM) of $49.8 billion in the first quarter of 2023 Record assets under management (AUM) of $49.8

Loss 40

Loss Retail Sales Capital 40

Wink Intel

FEBRUARY 26, 2024

billion for the full year, a 26% decrease from full year 2022 Record F&G Segment gross sales and record assets under management : For the F&G Segment, gross sales of $4.1 F&G achieved record assets under management (AUM) of $49.5 F&G achieved record assets under management (AUM) of $49.5 Gross sales of $13.2

Loss 40

Loss Retail Sales Capital 40

Wink Intel

FEBRUARY 8, 2022

Swift said, “We begin 2022 competitively positioned with strong momentum and a winning formula to consistently produce superior risk-adjusted returns. An increase in earnings from Hartford Funds driven by higher assets under management. Total Hartford Funds assets under management (AUM). CONSOLIDATED RESULTS: .

Loss 40

Loss Capital Security Security 40

Wink Intel

AUGUST 15, 2023

Steady F&G Segment gross sales and record assets under management : For the F&G Segment, gross sales of $3.0 billion in the second quarter of 2022, reflecting higher retail channel sales offset by lower institutional market sales which we expect to be lumpier; record assets under management (AUM) of $46.3 ” Mr. .”

Loss 40

Loss Retail Sales Management 40

Wink Intel

MARCH 1, 2022

Significant deployable capital: FNF has repurchased 2.1 Ratings momentum: FNF ratings were placed on Rating Watch Positive by Fitch Ratings and F&G ratings were placed on Review for Upgrade by Moody’s Investors Service in the fourth quarter. We ended the year with assets under management of $36.5 Year to Date. (in

Loss 40

Loss Sales Retail Information 40