FedSavvy

MARCH 16, 2023

Read on as we continue our series in win-loss trends. DISA used the CIOSP3 GWAC to drive competition for a small business set-aside competition featuring two mentor-protégé joint ventures in Octo Metric and Valida-Tek CITI. You go with your bad self to develop unique intellectual property. DISA was not impressed.

Intellectual Property 130

Intellectual Property Win IT Loss 130

Smart Data Collective

OCTOBER 26, 2023

A successful breach can result in loss of money, a tarnished brand, risk of legal action, and exposure to private information. In addition, cybersecurity protects companies’ intellectual property, trade secrets, and other private information, helping them to sustain a competitive edge and encourage creative problem-solving.

Technology 269

Technology Technology Intellectual Property Security 269

Alpha Sense BI

MARCH 28, 2024

When research is inaccessible, it is replicated and time is squandered searching for intellectual property that may or may not already exist. The inability to pivot strategically as a result of these inefficiencies is a costly risk for firms. Perhaps the most costly byproduct of knowledge inefficiency is the loss of talent.

Intellectual Property 52

Intellectual Property Intelligence Intelligence Due Diligence 52

Alpha Sense BI

NOVEMBER 13, 2023

In our 2023 State of Gen AI & Market Intelligence report —which surveyed 500-plus professionals across various industries including Corporate Development, Corporate Strategy, Competitive Intelligence—a vast majority (over 80%) of respondents plan to leverage genAI tools in their research this coming year.

Intellectual Property 116

Intellectual Property Knowledge Algorithm Brainstorming 116

Alpha Sense BI

MARCH 28, 2024

When research is inaccessible, it is replicated and time is squandered searching for intellectual property that may or may not already exist. The inability to pivot strategically as a result of these inefficiencies is a costly risk for firms. Perhaps the most costly byproduct of knowledge inefficiency is the loss of talent.

Intellectual Property 40

Intellectual Property Intelligence Intelligence Due Diligence 40

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

2023 so far has revealed ideal conditions for dealmaking due to valuation resets, lessened competition for deals, and new assets coming to market. However, some businesses are sold because of poor business practices or operating at a loss. Is this your first attempt to sell the business?

Due Diligence 52

Due Diligence Intellectual Property Capital Analysis 52

Alpha Sense BI

APRIL 4, 2024

Positioning for Success with GenAI Studies show that major US firms suffer annual losses exceeding $40 million as a result of everyday operational inefficiencies due to inadequate knowledge sharing. It is, however, the most secure route to ensure intellectual property is safe and compliant.

Banking 45

Banking Due Diligence Intellectual Property Knowledge 45

Wink Intel

NOVEMBER 2, 2021

North American Secure Horizon SM is a highly competitive accumulation FIA in today’s low-interest environment, while North American Secure Horizon SM Plus is designed to help clients address four of the major risks they can face in retirement. SCOTTSDALE, Ariz. , Oct. They may not be appropriate for all clients. PR-95-8-21.

Intellectual Property 40

Intellectual Property Security Security Loss 40

Wink Intel

MAY 30, 2022

The company does not undertake to update these statements, which are based on a number of assumptions concerning future conditions that may ultimately prove to be inaccurate.

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

FEBRUARY 13, 2024

14.8% Incurred loss ratio 61.0% million due to growth in the business and expense management discipline, partially offset by a higher incurred loss ratio. Incurred loss ratio increased to 61.0% Incurred loss ratio increased to 61.0% 15% Pre-tax operating losses increased $1.8 9% Operating margin 14 15.1%

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MARCH 7, 2023

Assumptions The outlook for 2023 reflects: Corporate segment pre-tax operating losses of $(375)-$(425) million; U.S. These items will be quantified on earnings calls as they occur throughout 2023. 31, 2022; Interest rates follow forward curve as of Dec. 877-407-0832 (U.S.

Loss 40

Loss Intellectual Property Capital Globalization 40

Wink Intel

MARCH 2, 2021

Incurred loss ratio. . . The outlook for 2021 reflects: Corporate segment pre-tax operating losses of $(330)-$(350) million; U.S. Pre-tax return on combined net revenue (at PFG share). . . Specialty Benefits. Premium and fees 7. Pre-tax return on premium and fees 7. . . 60 – 65%. Individual Life. Premium and fees.

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

JANUARY 30, 2023

Fourth quarter 2022 net loss attributable to Principal Financial Group ® , Inc. per diluted share, includes $514 million of loss from exited business. Non-GAAP net income attributable to PFG excluding loss from exited business 1 for the 12 months ending Dec. 10.1% Incurred loss ratio 60.7% billion, or $18.85

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

AUGUST 1, 2023

10.0% Incurred loss ratio 62.0% million due to growth in the business and a decrease in the incurred loss ratio, partially offset by lower net investment income. Incurred loss ratio decreased primarily due to lower group life mortality and improved disability experience. 66% Premium and fees $750.2 12.5% 15.1%

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MAY 6, 2024

Operating earnings (loss) 228 200 Account value increased by 25%, primarily due to market performance and net inflows over the prior twelve months. Segment net flows (132 ) 29 Operating earnings (loss) 126 89 Account value increased by 15%, primarily due to market performance over the prior twelve months.

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

MAY 11, 2021

Net income (loss) attributable to Holdings. Net income (loss) attributable to Holdings per common share. Non-GAAP operating earnings (loss). Non-GAAP operating earnings (loss) per common share (“EPS”). Operating earnings (loss). Operating earnings (loss). Operating earnings (loss). 822. . . $.

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

MAY 3, 2021

Incurred loss ratio. . million primarily due to an increase in the incurred loss ratio. Incurred loss ratio increased primarily due to unfavorable COVID-19 related claims in the current quarter partially offset by lower dental claims due to provider office closures in the prior year quarter. (in Pre-tax operating losses. .

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

AUGUST 9, 2022

Incurred loss ratio. Incurred loss ratio decreased due to improved claims experience, driven by lower Group Life mortality. Pre-tax operating earnings (losses). Pre-tax operating losses. P re-tax operating losses increased $70.2 Pre-tax return on premium and fees 10. Pre-tax operating earnings increased $37.1

Loss 40

Loss Capital Intellectual Property Banking 40

Wink Intel

MAY 2, 2022

Incurred loss ratio. Incurred loss ratio decreased due to improved claims experience driven by dental. (in Pre-tax operating earnings (losses). . Pre-tax operating losses. . Pre-tax operating losses increased $35.2 Pre-tax return on premium and fees 9. 9.6%. . . . 11.1%. . . 65.9%. . . . 63.7%. . .

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

AUGUST 7, 2024

Group Retirement (in millions, unless otherwise noted) Q2 2024 Q2 2023 Account value (in billions) $ 39.3 $ 35.0 Segment net flows 408 (20 ) Operating earnings (loss) 123 107 Account value increased by 12%, primarily due to market performance over the prior twelve months. Net inflows of $1.9 billion increased by 23%.

Loss 40

Loss Capital Intellectual Property Management 40

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

MARCH 8, 2022

Incurred loss ratio. . . The outlook for 2022 reflects: Corporate segment pre-tax operating losses of $(370)-$(400) million; includes a portion of the aforementioned stranded costs from the reinsurance transaction; U.S. Pre-tax return on combined net revenue (at PFG share). . . Specialty Benefits. Premium and fees 7. Assumptions.

Loss 40

Loss Intellectual Property Capital Banking 40

Wink Intel

AUGUST 3, 2021

Incurred loss ratio. . million as growth in the business was more than offset by a higher incurred loss ratio in the current quarter. Incurred loss ratio increased due to unfavorable COVID-19 related claims in the current quarter as well as lower dental claims due to provider office closures in the prior year quarter. (in

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MAY 10, 2022

Net income (loss) attributable to Holdings. . . Net income (loss) attributable to Holdings per common share. . . Non-GAAP operating earnings (loss). . . Non-GAAP operating earnings (loss) per common share (“EPS”). . . Operating earnings (loss). . . Operating earnings (loss). . . 1.43. . .

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

AUGUST 9, 2022

Net income (loss) attributable to Holdings. . Net income (loss) attributable to Holdings per common share. . Non-GAAP operating earnings (loss). . Non-GAAP operating earnings (loss) per common share (“EPS”). . Operating earnings (loss). . Operating earnings (loss). . Operating earnings (loss). .

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

NOVEMBER 8, 2021

Net income (loss) attributable to Holdings. Net income (loss) attributable to Holdings per common share. Non-GAAP operating earnings (loss). Non-GAAP operating earnings (loss) per common share (“EPS”). Operating earnings (loss). Operating earnings (loss). Operating earnings (loss). 871. . . $.

Loss 40

Loss Capital Intellectual Property Finance 40

Wink Intel

AUGUST 10, 2021

Net income (loss) attributable to Holdings. Net income (loss) attributable to Holdings per common share. Non-GAAP operating earnings (loss). Non-GAAP operating earnings (loss) per common share (“EPS”). Operating earnings (loss). Operating earnings (loss). Operating earnings (loss). 869. . . $.

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

FEBRUARY 2, 2021

Incurred loss ratio. . Incurred loss ratio increased primarily due to COVID-19 impacts and favorable claims in the prior year quarter. Pre-tax operating earnings (losses). . Pre-tax operating losses. . Pre-tax operating losses decreased $14.1 . $352.2. . (17)%. Premium and fees 10. . 2,364.8. . 2,327.2. .

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

FEBRUARY 23, 2021

Net income (loss) attributable to Holdings. . Net income (loss) attributable to Holdings per common share. . Non-GAAP operating earnings (loss). . Non-GAAP operating earnings (loss) per common share (“EPS”). . On a full year basis net income (loss) attributable to Holdings improved by $1.1 . $. 735. .

Loss 40

Loss Capital Intellectual Property Management 40

Wink Intel

MAY 15, 2023

Premiums and deposits 1 grew 45% compared to the prior year quarter Base portfolio income 2 for our insurance operating businesses grew 23% while base yield 2 expanded 60 basis points compared to the prior year quarter Net loss of $459 million, or $0.70 per share reflect strong base spread income 2 Holding company liquidity of $1.8

Loss 40

Loss Security Security Capital 40

Wink Intel

NOVEMBER 6, 2023

billion, a 13% decrease over the prior year quarter. I want to thank all of our employees and partners who made our first year as a public company such a successful one.“ billion, a 13% decrease over the prior year quarter.

Loss 40

Loss Security Security Capital 40

Wink Intel

OCTOBER 31, 2022

Incurred loss ratio. Excluding the significant variances outlined in Exhibit 1, pre-tax operating earnings decreased slightly due to an increase in the incurred loss ratio partially offset by growth in the business. Incurred loss ratio decreased due to improved claims experience, driven by lower COVID claims. Premium and fees.

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

FEBRUARY 8, 2022

Incurred loss ratio. Incurred loss ratio decreased due to improved claims experience despite higher COVID-19 related claims in Group Life. Pre-tax operating earnings (losses). Pre-tax operating losses. Pre-tax operating losses increased $12.8 Pre-tax return on premium and fees 11. Premium and fees increased $54.9

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

NOVEMBER 8, 2022

Net income (loss) attributable to Holdings. . . Net income (loss) attributable to Holdings per common share. . . Non-GAAP operating earnings (loss). . . Non-GAAP operating earnings (loss) per common share (“EPS”). . . Operating earnings (loss). . . Operating earnings (loss). . . 0.69. . .

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

NOVEMBER 14, 2022

This was a very good quarter for Corebridge, and our performance demonstrates the power of our franchise and the competitive strengths of our businesses. Variable investment income (loss) – insurance operating businesses. . $. (1. Variable investment income (loss). . $. (13. Net investment income (APTOI basis). . $.

Loss 40

Loss Capital Sales Retail 40

Wink Intel

AUGUST 8, 2023

Operating earnings (loss) 234 186 Account value increased by 17% primarily due to market performance and net inflows over the prior twelve months. Segment net flows (2) (66 ) 144 Operating earnings (loss) 107 111 (1) Effective October 3, 2022, AV excludes activity related to ceded AV to Global Atlantic.

Loss 40

Loss Capital Intellectual Property Globalization 40