Alpha Sense BI

NOVEMBER 13, 2023

Take enterprise content for instance: it can become siloed, making it difficult to harness firmwide intellectual property. Use cases that may require higher accuracy and data security include: Surfacing insights in pitch decks, investment memos, or other writeups that typically sit in a shared drive.

Intellectual Property 116

Intellectual Property Knowledge Algorithm Brainstorming 116

Alpha Sense BI

JUNE 25, 2024

Well-rounded, comprehensive research minimizes informational blind spots and helps identify red flags and potential risks, giving you a competitive advantage and confidence in deploying capital. These reports also indicate cash flow, assets, liabilities, financing secured, and increasing or decreasing profitability.

Due Diligence 52

Due Diligence Intellectual Property SWOT Capital 52

Alpha Sense BI

AUGUST 22, 2024

Platforms like AlphaSense deliver best-in-class solutions for investment firms to streamline and capitalize on their intellectual property, enhance their broader institutional knowledge, and position themselves competitively. Intellectual property is only as good as a firm’s ability to keep it surfaced and actionable.

Knowledge 52

Knowledge Intellectual Property SWOT Research 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. The market landscape is dramatically different now than it was in 2022 as macroeconomic hardships (i.e.,

Due Diligence 52

Due Diligence Intellectual Property Capital Loss 52

Wink Intel

OCTOBER 4, 2022

The transaction reinsures 1 a 50% quota share of pre-2009 Group Retirement VA contracts supported by approximately $4 billion of general account assets and $6 billion of separate account value which secures future cash flows by mitigating the remaining $1 billion of redundant reserves associated with New York’s Regulation 213.

Globalization 40

Globalization Intellectual Property Capital Security 40

Wink Intel

FEBRUARY 6, 2023

Forward-Looking Statements This news release may contain or incorporate by reference information that includes or is based upon forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Securities and Exchange Commission, and others, may cause such differences. s filings with the U.S.

Intellectual Property 40

Intellectual Property Finance Globalization Security 40

Wink Intel

AUGUST 9, 2022

This news release may contain or incorporate by reference information that includes or is based upon forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Securities and Exchange Commission, and others, may cause such differences. Securities and Exchange Commission. MetLife, Inc.

Intellectual Property 40

Intellectual Property Finance Globalization Security 40

Wink Intel

AUGUST 22, 2022

213 redundant reserves, securing future cash flows. This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. The details of the transaction are as follows: The transaction is expected to result in a positive ceding commission of approximately $1.1

Intellectual Property 40

Intellectual Property Capital Globalization Security 40

Wink Intel

MAY 30, 2022

Principal continues to expect deployable proceeds of approximately $800 million in 2022 from the closed transaction in combination with additional transactions designed to improve the capital efficiency of its in-force individual life insurance business. The proceeds are included in the company’s planned $2.0 billion-$2.3

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

MAY 15, 2023

The Company plans to grow Non-GAAP EPS through organic earnings generation, margin expansion and capital management. As stewards of capital, we have also delivered strong cash generation and capital return to shareholders,” said Mark Pearson, President and Chief Executive Officer.

Intellectual Property 40

Intellectual Property Capital Globalization Management 40

Wink Intel

JANUARY 31, 2022

Principal ® expects deployable proceeds of approximately $800 million upon closing of this reinsurance transaction and through additional transactions designed to improve the capital efficiency of its in-force individual life insurance business. Increased capital return to shareholders. benefits and protection. billion to $2.0-$2.3

Capital 40

Capital Intellectual Property Retail Loss 40

Wink Intel

MARCH 2, 2021

DES MOINES, Iowa–( BUSINESS WIRE )–Principal Financial Group ® (Nasdaq: PFG) announced 2021 outlook metrics and capital deployment plans. billion of capital deployments, including $600-$800 million of share repurchases. Securities and Exchange Commission, as updated or supplemented from time to time in subsequent filings.

Intellectual Property 40

Intellectual Property Loss Capital Banking 40

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

MARCH 7, 2023

Securities and Exchange Commission, as updated or supplemented from time to time in subsequent filings. Management also uses non-GAAP measures for goal setting, as a basis for determining employee and senior management awards and compensation and evaluating performance on a basis comparable to that used by investors and securities analysts.

Loss 40

Loss Intellectual Property Capital Globalization 40

Wink Intel

MAY 3, 2021

Our global, diversified, and integrated approach to financial security continues to differentiate Principal in the marketplace. billion of excess and available capital in our holding companies and other subsidiaries, which is available for corporate purposes. million of capital during the first quarter, including: $152.2

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

FEBRUARY 20, 2024

Introducing Hindsight 20/20 SM The innovative Hindsight 20/20 strategy is powered by BofA Securities and tracks three distinct indexes, each designed to perform in different market conditions: BofA MP Balanced Index, BofA MP Growth Index and BofA MP Defensive Index. F&G Securities, LLC. Disclaimer BofA Securities Inc.

Intellectual Property 40

Intellectual Property Banking IT Retail 40

Wink Intel

MARCH 8, 2022

billion of planned capital returned to shareholders. retail fixed annuity and universal life insurance with secondary guarantee (“ULSG”) blocks of business and additional transactions to improve capital efficiency. billion of capital to shareholders in 2022, including $2.0-$2.3 Plan to return $2.5-$3.0

Loss 40

Loss Capital Intellectual Property Banking 40

Wink Intel

MAY 2, 2022

million of capital to shareholders during the first quarter, including: $167.0 billion of excess and available capital in our holding companies and other subsidiaries, which is available for corporate purposes. Securities and Exchange Commission, as updated or supplemented from time to time in subsequent filings. Returned $891.4

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

AUGUST 1, 2023

million of capital to shareholders during the second quarter, including: $100.0 million of capital to shareholders during the second quarter, including: $100.0 Securities and Exchange Commission, as updated or supplemented from time to time in subsequent filings. billion, including $0.6 million to repurchase 1.4 2)% $2,522.3

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

AUGUST 3, 2021

During our 2021 investor day, we announced changes to our business portfolio and capital management strategy to drive future growth, reduce capital intensity, sharpen our strategic focus, and reinforce our commitment to returning more capital to shareholders as we continue to create long-term shareholder value,” said Houston. “In

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

FEBRUARY 2, 2021

Our capital deployment strategy is balanced and disciplined, focused on creating long-term shareholder value. In 2020, we deployed over $900 million of capital to common stock dividends and share repurchases. million of capital during the fourth quarter, including: $153.7 million of capital in 2020, including: $614.5

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

FEBRUARY 13, 2024

billion to shareholders in 2023, delivering on our commitment to return excess capital while continuing to invest for growth. Capital returned to shareholders: Full year 2023: $1.3 Capital returned to shareholders: Full year 2023: $1.3 We returned more than $1.3 billion, including: $0.7 billion to repurchase 9.1 30% $1,051.4

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

AUGUST 9, 2022

million of capital to shareholders during the second quarter, including: $161.7 billion of excess and available capital in our holding companies and other subsidiaries, which is available for corporate purposes. Securities and Exchange Commission, as updated or supplemented from time to time in subsequent filings. Returned $401.6

Loss 40

Loss Capital Intellectual Property Banking 40

Wink Intel

JANUARY 30, 2023

billion of capital for full year 2022, including $2.3 billion of capital in the fourth quarter 2022, including $0.4 With continued focus on higher growth markets and improved capital efficiency, we generated over $1.7 billion to shareholders in 2022, delivering on our commitment to return our excess capital. Deployed $2.8

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 million of capital to shareholders during the fourth quarter, including: $168.5 million of capital to shareholders in 2021, including: $654.1

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MAY 11, 2021

Business segment highlights: Individual Retirement had a record quarter in first year premiums, up 24% year-over-year, driven by another record quarter in Structured Capital Strategies (“SCS”) sales. This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995.

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

MAY 6, 2024

Strong sales and net flows across our businesses are driving increases in both spread- and fee-based earnings, and Equitable is well-positioned to capitalize on the current favorable environment for growth,” said Mark Pearson, President and Chief Executive Officer. billion of its $20 billion capital commitment to AB.

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

SEPTEMBER 1, 2023

Source: Wink’s Sales & Market Report and LIMRA/Secure Retirement Institute). GOLDMAN SACHS HEREBY EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY FOR DETERMINING, COMPOSING OR ANY OTHER ASPECTS OF THE DESIGN OF THE INDEX AND ANY RELATED INTELLECTUAL PROPERTY. For more information, please visit here.

Intellectual Property 40

Intellectual Property Loss Sales Capital 40

Wink Intel

AUGUST 31, 2023

Source: Wink’s Sales & Market Report and LIMRA/Secure Retirement Institute). GOLDMAN SACHS HEREBY EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY FOR DETERMINING, COMPOSING OR ANY OTHER ASPECTS OF THE DESIGN OF THE INDEX AND ANY RELATED INTELLECTUAL PROPERTY. For more information, please visit here.

Intellectual Property 40

Intellectual Property Loss Sales Capital 40

Wink Intel

OCTOBER 31, 2022

billion of capital, of which $1.9 million of capital during the third quarter, including: $450.1 billion of excess and available capital in our holding companies and other subsidiaries, which is available for corporate purposes. Statutory risk-based capital (RBC) ratio for Principal Life Insurance Company of approximately 405%.

Loss 40

Loss Capital Intellectual Property Globalization 40

Alpha Sense BI

JANUARY 5, 2024

Furthermore, enterprise content is frequently siloed, making it difficult to leverage firmwide intellectual property. Our proprietary AI technology allows you to search across all internal and external company content to find crucial insights, catching what other platforms miss in a secure and automated way.

Knowledge 52

Knowledge Annotation Algorithm Intellectual Property 52

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. Business segment highlights: Individual Retirement reported another record quarter in sales of our Structured Capital Strategies (“SCS”) buffered annuity product with $1.9

Loss 40

Loss Capital Intellectual Property Finance 40

Wink Intel

AUGUST 7, 2024

Mr. Pearson concluded, “Turning to capital, we returned $325 million to shareholders in the quarter, delivering on our 60-70% payout ratio target. Delivering shareholder value: The Company has deployed $10 billion of its $20 billion capital commitment to AB. Given our strong performance, we remain on track to deliver $1.4

Loss 40

Loss Capital Intellectual Property Management 40

Wink Intel

MAY 10, 2022

Equitable has committed to deploy $10 billion in investment capital from its General Account towards AB’s Private Markets platform. The Structured Capital Strategies (“SCS”) buffered annuity product achieved its highest month of sales ever in March and $2 billion in first year premium for the quarter. primarily due to $16.9

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

AUGUST 10, 2021

Business segment highlights: Individual Retirement saw strong demand for our Structured Capital Strategies (“SCS”) buffered annuity product, evidenced by record sales of $1.9 The Company has acquired a 9.09% equity stake in Venerable’s parent holding company, VA Capital Company LLC, for a purchase price of $185 million.

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

FEBRUARY 23, 2021

Our fair value risk management approach afforded us a strong, stable capital position throughout 2020, culminating in strong year-end capital ratios supported by $2.9 Capital management program: Returned $1.1 Full year 2020 non-GAAP operating earnings were $2.3 billion, or $4.99 Business Highlights. The Company experienced c. $40

Loss 40

Loss Capital Intellectual Property Management 40

Wink Intel

NOVEMBER 8, 2022

billion of inflows in the quarter as clients turn to their advisors seeking protection and secure income amidst market volatility and an uncertain economic outlook,” said Mark Pearson, President and Chief Executive Officer. In retirement, we saw continued demand for our core tax-advantaged offerings with $1.2 billion, or $6.6

Loss 40

Loss Capital Intellectual Property Security 40