I-Bytes Financial services Industry

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I-Bytes
Financial Services
November Edition 2019
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Table of Contents
1. Financial, M & A Updates...................................................................................................................................1
2. Solution Updates................................................................................................................................................34
3. Rewards and Recognition Updates..................................................................................................................41
4. Customer Success Updates................................................................................................................................47
5. Partnership Ecosystem Updates.......................................................................................................................50
6. Miscellaneous Updates.......................................................................................................................................67
7. Event Updates.....................................................................................................................................................70

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Financial, M & A Updates
Financial Services Industry

Financial, M&A Updates
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Ameriprise Financial (USA) Reports Third Quarter 2019 Results
• Adjusted operating earnings per diluted share increased 14 percent to $4.12 and adjusted operating
return on equity increased 730 basis points to 37.7 percent. Excluding the impact of unlocking,
adjusted operating earnings per diluted share increased 8 percent to $4.24.
• Ameriprise assets under management and administration were$921 billion, with Advice & Wealth
Management total client assetsof $612 billion – both represented record highs.
• Wrap net inflows were $4.1 billion. Wrap assets grew 9 percentto $298 billion and represented 49
percent of total client assets.
• Nearly 80 percent of Ameriprise adjusted operating net revenueswere driven through Advice &
Wealth Management.
• Ameriprise delivered a strong pretax adjusted operating margin of 19.8 percent, driven by a 23.5
percent margin in Advice & Wealth Management and a 38.3 percent net adjusted margin in Asset
Management.
• In the quarter, the company completed its annual unlocking, which resulted in a $20 million pretax
operating charge, including $118 million related to a change in interest rate assumptions.
• Ameriprise’s excess capital was $1.8 billion(2) after returning $676 million to shareholders, which
represented approximately 120 percent of adjusted operating earnings excluding unlocking.
• In the quarter, Auto & Home had $33 million of catastrophe losses, up from $16 million in the prior
year. On October 1, Ameriprise closed on the sale of its Auto & Home business to American Family
Insurance, with net cash proceeds of $1.035 billion, which added over $0.7 billion to excess capital in
the fourth quarter.
Executive Commentary
Chairman and Chief Executive Officer: “Ameriprise delivered an excellent quarter. Advice &
Wealth Management is leading our growth with solid contributions from asset management and
our insurance businesses.Our value proposition continues to distinguish Ameriprise. Client
activity was strong with good growth in assets and net inflows into investment advisory.Our
capital strength is a clear differentiator. We remain focused on generating significant free cash
flow that we invest for growth and return to shareholders at attractive levels. In the quarter, we
returned nearly 120 percent of our adjusted operating earnings to shareholders.And with the
successful completion of the sale of Ameriprise Auto and Home, we further strengthened our
capital flexibility as we execute our plans.”
1For more details, please click the link below:
https://newsroom.ameriprise.com/news/ameriprise-financial-reports-third-quarter-2019-results.htm
Key Financial Highlights

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Aon (UK) Reports Third Quarter 2019 Results
• Total revenue increased 1% to $2.4 billion, with organic revenue
growth of 5%
• Operating margin increased from 11.2% to 15.1%, and operating
margin, adjusted for certain items, increased 350 basis points to 22.0%
• EPS increased from $0.61 to $0.93, and EPS, adjusted for certain items,
increased 11% to $1.45
• For the first nine months of 2019, cash flow from operations increased
19% to $1,163 million, and free cash flow increased 25% to $996 million
• Net income from continuing operations attributable to Aon
shareholders was $223 million, or $0.93 per share, compared to $149
million, or $0.61 per share, in the prior year period.
• Net income per share from continuing operations attributable to Aon
shareholders, adjusted for certain items, increased 11% to $1.45,
including an unfavorable impact of $0.02 per share.
"Our third quarter results reflect continued progress resulting from
our Aon United initiatives, highlighted by strong organic revenue
growth of 5% and substantial operating margin improvement of 350
basis points. We are building momentum year-to-date as reflected in
a 200 basis point acceleration of organic revenue growth to 6%,
translating into double-digit free cash flow growth," said Chief
Executive Officer. "We continue to strategically invest in content and
capability while taking progressive steps to consistently deliver the
best of our global firm to clients, strengthening our ability to deliver
innovation and improved financial performance that we believe will
unlock significant shareholder value creation. Looking ahead, we
expect strong performance in the fourth quarter to close out the year
with continued progress against our goal of mid-single digit organic
revenue growth or greater over the long-term."
https://aon.mediaroom.com/2019-10-25-Aon-Reports-Third-Quarter-2019-Results

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Ares Capital (USA) Corporation Announces September 30, 2019 Financial Results
and Declares Fourth Quarter 2019 Dividend of $0.40 Per Share
• For the third quarter of 2019, Ares Capital reported GAAP net income of $175
million or $0.41 per share (basic and diluted), Core EPS of $0.48 per share (basic and
diluted).
• Net investment income of $212 million or $0.50 per share (basic and diluted), and
net realized and unrealized losses of $37 million or $0.09 per share (basic and
diluted).
• Net income can vary substantially from period to period due to various factors,
including the level of new investment commitments, the recognition of realized gains
and losses and unrealized appreciation and depreciation. As a result, quarterly
comparisons of net income may not be meaningful.
• In the third quarter of 2019, Ares Capital exited approximately $1.4 billion of
investment commitments. Of the total investment commitments exited, 73% were
first lien senior secured loans, 10% were senior subordinated loans, 9% were second
lien senior secured loans, 7% were subordinated certificates of the SDLP and 1%
were other equity securities. Of the approximately $1.4 billion of exited investment
commitments, 82% were floating rate, 9% were fixed rate, 8% were on non-accrual
status and 1% were non-income producing.
“We reported another strong quarter of core earnings well in excess of our
dividend and experienced continued stable credit quality,” said Chief Executive
Officer of Ares Capital. We continue to benefit from our broad market coverage
and extensive relationships which enable us to originate attractive investments
and remain highly selective. In the third quarter, we further executed on our
strategy of increasing and extending our sources of committed financing,” said
Chief Financial Officer of Ares Capital. After upsizing and extending the
maturity of our SMBC Funding Facility, as well as successfully re-opening our
2024 notes, we ended the quarter with nearly $3 billion of available cash and
undrawn committed borrowing capacity. We believe our deep liquidity position
and long dated funding enhances the strength of our balance sheet and supports
our ability to invest opportunistically across varying market conditions.”
http://www.arescapitalcorp-ir.com/file/Index?KeyFile=400716775

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BlackRock (USA) Reports Third Quarter 2019 Diluted EPS of $7.15
• $84 billion of quarterly total net inflows, or 5% organic asset
growth, driven by continued momentum in fixed income and cash
• 3% increase in revenue year-over-year driven by higher base fees
and technology services revenue, partially offset by lower
performance fees
• 30% increase in technology services revenue year-over-year
reflects Aladdin® growth and the impact of the eFront acquisition
• 8% increase in operating income (7% as adjusted) year-over-year,
driven in part by lower transaction-related expense in the current
quarter
• 5% decrease in diluted EPS year-over-year reflects lower
nonoperating income and a higher effective tax rate in the current
quarter
• $100 million of share repurchases in the current quarter, bringing
year-to-date repurchases to $1.7 billion
Chairman and CEO: “Clients are increasingly looking for
strategic partners who understand their whole portfolio and
investment goals in the context of a complex and changing
landscape. Clients have entrusted BlackRock to manage almost
$350 billion in new assets over the last twelve months, validating
the differentiation of our model. BlackRock’s globally integrated
platform, bringing together cash, index, factors, active and
alternatives with Aladdin’s portfolio and risk management
technology, is better positioned than ever before to provide
solutions to clients.
https://www.blackrock.com/corporate/newsroom/press-releases/article/corporate-one/press-releases/blackrock-reports-third-quarter-2019-diluted

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CME Group (USA) Inc. Reports Third-Quarter 2019 Financial Results
• The company reported revenue of $1.3 billion and operating income of
$685 million for the third quarter of 2019.
• Net income was $636 million and diluted earnings per share were
$1.78. On an adjusted basis, net income was $679 million and diluted
earnings per share were $1.90.
• Financial results presented on an adjusted basis for the third quarter of
2019 and 2018 exclude certain items, which are detailed in the
reconciliation of non-GAAP results.
• Third-quarter 2019 average daily volume (ADV) grew 30% from
third-quarter 2018 to 20.2 million contracts per day. CME Group's ADV
transacted outside the U.S. reached 5.3 million contracts during the
quarter, up 40% compared with third-quarter 2018, including 34%
growth in Europe, 61% growth in Asia and 87% growth in greater Latin
America.
• Clearing and transaction fees revenue for third-quarter 2019 totaled
$1.0 billion and the total average rate per contract was $0.693, in line
with second-quarter 2019. Market data revenue totaled $130 million for
third-quarter 2019.
"Clients continued to turn to CME Group markets to manage their
risk during this period of increased volatility and geopolitical
uncertainty," said CME Group Chairman and Chief Executive
Officer. "Our third-quarter average daily volume surpassed 20
million contracts per day, driven by strong, double-digit growth in
interest rates, equity index and metals products, as well as robust
trading volumes outside of the U.S. Likewise, our options products
and newer, innovative contracts, like SOFR and Micro E-mini Equity
futures, contributed to substantial volume growth during the quarter."
https://www.cmegroup.com/media-room/press-releases/2019/10/30/cme_group_inc_reportsthird-quarter2019financialresults.html

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Discover Financial Services (USA) Reports Third Quarter Net Income of $770
Million or $2.36 Per Diluted Share
• Discover Financial Services reported net income of $770 million or $2.36 per diluted share for the
third quarter of 2019, as compared to $720 million or $2.05 per diluted share for the third quarter of
2018.
• The company’s return on equity for the third quarter of 2019 was 26%.
• Direct Banking pretax income of $943 million increased by $20 million from the prior year driven
by higher net interest income, partially offset by an increase in the provision for loan losses and higher
operating expenses.
• Total loans ended the quarter at $92.5 billion, up 6% compared to the prior year. Credit card loans
ended the quarter at $74.0 billion, up 7% from the prior year. Personal loans increased $51 million, or
1%, from the prior year. Private student loans increased $333 million, or 4%, year-over-year. The
organic student loan portfolio, which excludes purchased loans, increased $727 million, or 9% from
the prior year.
• Net interest income increased $179 million, or 8%, from the prior year, driven by loan growth and
net interest margin expansion.
• Net interest margin was 10.43%, up 15 basis points versus the prior year.
• Other income decreased $12 million, or 3%, from the prior year, primarily driven by higher rewards
costs.
• The 30+ day delinquency rate for credit card loans was 2.50%, up 18 basis points from the prior year
and up 16 basis points from the prior quarter.
• The credit card net charge-off rate was 3.32%, up 18 basis points from the prior year and down 17
basis points from the prior quarter.
• The student loan net charge-off rate, excluding PCI loans, was 0.69%, down 50 basis points from the
prior year and down 4 basis points from the prior quarter.
• The personal loans net charge-off rate of 3.99% was down 10 basis points from the prior year and
down 34 basis points from the prior quarter. The higher overall net charge-off rate was primarily due
to the seasoning of recent years' loan growth and supply-driven credit normalization.
• Provision for loan losses of $799 million increased $57 million from the prior year as higher net
charge-offs were slightly offset by a lower reserve build. The reserve build for the third quarter of
2019 was $98 million, compared to a reserve build of $100 million in the third quarter of 2018.
Commenting on the company's results, CEO and President of Discover, said, “We had a strong
third quarter, achieving key objectives for loan growth, margin expansion and credit performance,
against the backdrop of continued stability in the consumer sector of the U.S. economy. We
continued to invest in our operating model with the objective of driving sustained profitable
growth and solid returns.” Hochschild added, “Once again this quarter we generated an
outstanding return on equity of 26%, reflecting the strength of our business model. Looking ahead
to the fourth quarter, we expect to finish the year on a very solid footing, achieving all elements
of our 2019 financial and operational guidance.”
https://investorrelations.discover.com/newsroom/press-releases/press-release-details/2019/Discover-Financial-Services-Reports-Third-Quarter-Net-Income-of-770-Million-or-236-Per-Diluted-Share/default.aspx

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E*TRADE Financial (USA) Corporation Announces Third Quarter 2019 Results
• Net income of $274 million; net income available to common
shareholders of $254 million
• Diluted earnings per common share of $1.08, which includes a net
benefit of $9 million, or $0.04 per diluted share, related to the benefit to
provision for loan losses
• Total net revenue of $767 million, a Company record
• Operating margin of 50 percent; adjusted operating margin of 48
percent
• Average interest-earning assets of $55.4 billion; net interest margin of
328 basis points
• Daily Average Revenue Trades (DARTs) of 267,000, including 36
percent in derivatives, a Company record; derivative DARTs of 95,000
• Average and end of period margin receivables of $9.9 billion
• Net new accounts of 47,000
• Net new retail and advisor services assets of $2.8 billion
• Capital return to shareholders of $600 million, including share
repurchases of $566 million and dividends of $34 million
“This past quarter was marked by record net revenue, strong
operating results and customer engagement, as well as a myriad of
accolades for the intuitive experience we deliver to our customers
time and again,” said Chief Executive Officer. “The commission
changes over the past few weeks have caused a meaningful shift for
the industry—making it even more crucial to deliver a cutting-edge
and easy-to-use experience to investors and traders alike. As a
digital-first company, backed by one of the most sophisticated
customer support teams in the industry, we will leverage our
advantage to grow and take share, especially as price is removed as a
point of competitive differentiation. Our business is well positioned
for the long-term, and we will remain dynamic, optimizing our model
in a manner that best delivers long-term value for shareholders.”
https://about.etrade.com/newsroom/press-releases/article?qmodStoryID=6916064021458048

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Fastighets Balder (Sweden): Interim report January-September 2019
• The management result attributable to the Parent Company's shareholders amounted to SEK 2,970 M (2,428), which corresponds to an
increase per share of 22% to SEK 16.50 (13.49)
• Long-term net asset value amounted to SEK 313.73 per share (269.66)
• Rental income amounted to SEK 5,577 M (4,926)
• Profit after tax attributable to the Parent Company's shareholders amounted to SEK 4,473 M (7,269), corresponding to SEK 24.85 per
share (40.38)
• Profit for the period amounted to SEK 3,398m (2,862). The management result attributable to the Parent Company's shareholders
increased by 22% and amounted to SEK 2,970 M (2,428), corresponding to SEK 16.50 per share (13.49). The management result
includes associated companies with SEK 612m (485).
• Profit for the period after tax amounted to SEK 5,060m (7,955). Profit after tax attributable to the Parent Company's shareholders
amounted to SEK 4,473 M (7,269), corresponding to SEK 24.85 per share (40.38). Profit before tax was affected by changes in value of
investment properties by SEK 2,953m (6,351), changes in value of development properties by SEK 95m (-), changes in value in interest
rate derivatives by SEK -473m (24) and earnings from investments in associated companies of SEK 726m (590).
https://www.balder.se/om-balder/press/25-oktober-2019

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Franklin Resources, Inc. (USA) Announces Preliminary Fourth
Quarter and Fiscal Year Results
• Net income of $306.4 million or $0.61 per diluted share for the quarter ended September 30, 2019, as compared
to $245.9 million or $0.48 per diluted share for the previous quarter, and $502.5 million or $0.96 per diluted share
for the quarter ended September 30, 2018.
• The previous quarter included an $86.4 million or $0.17 per diluted share tax charge and the quarter ended
September 30, 2018 included an $89.6 million or $0.17 per diluted share tax reduction due to revisions to the
estimated transition tax expense2 resulting from the Tax Cuts and Jobs Act of 2017 (the “Tax Act”).
• Total assets under management (“AUM”) were $692.6 billion at September 30, 2019, down $22.6 billion or 3%
during the quarter due to $12.8 billion of net outflows and $9.8 billion of net market change, distributions and
other.
• AUM decreased $24.5 billion or 3% during the fiscal year due to $31.8 billion of net outflows and $19.1 billion
of net market change, distributions and other, partially offset by $26.4 billion from an acquisition.
• Cash and cash equivalents and investments were $7.4 billion at September 30, 2019, as compared to $8.0 billion
at September 30, 2018. Including the Company’s direct investments in consolidated investment products, cash
and cash equivalents and investments were $8.5 billion at September 30, 2019, as compared to $9.1 billion at
September 30, 2018.
• Total stockholders’ equity was $10.6 billion at September 30, 2019, as compared to $10.2 billion at September
30, 2018. The Company had 499.3 million shares of common stock outstanding at September 30, 2019, as
compared to 519.1 million shares outstanding at September 30, 2018.
• The Company repurchased 5.6 million shares of its common stock for a total cost of $163.4 million during the
quarter ended September 30, 2019, and 24.6 million shares for a total cost of $756.3 million during the fiscal year.
“Market volatility and net outflows continued to pressure assets under management and related earnings.
However, we were pleased to see areas of sustained improvement in fiscal year 2019,” said Chairman and
CEO of Franklin Resources, Inc. “We have seen strong performance and momentum in several key asset
classes, most notably in our U.S. equity and emerging markets strategies. On the sales front, U.S. retail gross
sales were up 12% over the prior year, and sales have also continued to strengthen in several international
markets.Throughout the year, we focused on making investments in growth areas, including the acquisition
of Benefit Street Partners. Our investments and efforts directly supported the firm’s multi-year strategic
focus areas, which include strengthening our distribution teams, growing our alternative investment
capabilities, expanding our multi-asset solutions business, building and promoting our ETF platform, and
implementing new technology to increase investment opportunities and achieve the best possible outcomes
for our investors.”
https://investors.franklinresources.com/news-center/press-releases/press-release-details/2019/Franklin-Resources-Inc-Announces-Preliminary-Fourth-Quarter-and-Fiscal-Year-Results/default.aspx

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Intercontinental Exchange (USA) Reports Third Quarter 2019
• For the quarter ended September 30, 2019, consolidated net income attributable
to ICE was $529 million on $1.3 billion of consolidated revenues, less
transaction-based expenses.
• Third quarter GAAP diluted earnings per share (EPS) were $0.94.
• Adjusted net income attributable to ICE was $599 million in the third quarter
and adjusted diluted EPS were $1.06.
• Third quarter consolidated net revenues were $1.3 billion, up 11%
year-over-year.
• Data and listings revenues in the third quarter were $667 million and trading and
clearing net revenues were $669 million.
• Consolidated operating expenses were $630 million for the third quarter of
2019. On an adjusted basis, consolidated operating expenses were $551 million.
• Consolidated operating income for the third quarter was $706 million and the
operating margin was 53%. On an adjusted basis, consolidated operating income
for the third quarter was $785 million and the adjusted operating margin was
59%.
ICE Chief Financial Officer added: "During 2019 we've generated record
revenues, operating income, earnings-per-share and cash flows. This
performance enabled us to return a record $1.6 billion to stockholders while
we continued to invest in strategic growth initiatives and product innovation.
We remain focused on extending our track record of innovation and
execution."
https://ir.theice.com/press/press-releases/all-categories/2019/10-31-2019-112921514

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Invesco (USA) Reports Results for the Three Months Ended
September 30, 2019
• Total net outflows were $5.8 billion and long-term net outflows were $11.1 billion for the third quarter. Long-term net outflows in the Americas and the UK were
partially offset by long-term net inflows in Asia and EMEA ex-UK.
• Net market losses and foreign exchange rate movements led to decreases of $1.6 billion and $8.2 billion in AUM during the third quarter, respectively.
• Average AUM increased 12.5% during the third quarter due to the impact of a full quarter of the Oppenheimer acquisition (the "acquisition") to $1,188.2 billion,
compared to $1,055.9 billion for the second quarter, which included the acquisition beginning May 24, 2019.
• Revenues grew by $281.2 million, which includes an increase of $185.8 million in investment management fees and an increase of $91.0 million in service and
distribution fees. The growth was driven by higher average AUM primarily due to the acquisition. Performance fees were $14.9 million in the third quarter and resulted
primarily from real estate products.
• Expenses increased $24.4 million, including an increase of $93.3 million in third-party distribution, service and advisory expenses driven by higher AUM primarily due
to the acquisition. Employee compensation expense grew $24.1 million due to higher headcount resulting from the acquisition. These increases were partially offset by
a decrease of $119.4 million in transaction, integration, and restructuring expenses.
• At the end of the third quarter, the company has achieved $501 million in annualized net expense synergies related to integration of the Oppenheimer business, in excess
of our $475 million target and ahead of original schedule.
• Equity in earnings of unconsolidated affiliates was $19.8 million, earned primarily from our real estate and private equity investments. Other gains and losses, net was
a gain of $13.8 million, which includes $7.0 million in net investment gains.
• Diluted earnings per common share increased 300.0% to $0.36.
• Cash and cash equivalents: $1,048.6 million ($1,199.4 million at June 30, 2019).
• Long-term debt: $2,296.6 million including the credit facility balance of $216.9 million.
• Common share repurchases:The third quarter included $315 million of common share repurchases, representing 16.8 million common shares ($300 million of the
repurchases are through forward contracts, settling in the second quarter of 2021).
• Diluted common shares outstanding (end of period): 453.9 million
• Dividends paid: $126.6 million (common); $64.4 million (preferred)
• Common dividends declared: The company is announcing a third quarter cash dividend of $0.31 per share to holders of common shares. The dividend is payable on
December 2, 2019, to common shareholders of record at the close of business on November 12, 2019, with an ex-dividend date of November 8, 2019.
• Preferred dividends declared: The company is announcing a preferred cash dividend of $14.75 per share representing the period from September 1, 2019 through
November 30, 2019, and totaling $59.2 million. The preferred dividend is payable on December 2, 2019 to preferred shareholders of record at close of business on
November 15, 2019.
Update from President and CEO"We've made tremendous progress in the integration of OppenheimerFunds, which deepens relationships with US clients and
expands the capabilities we can offer domestically and internationally, while further scaling our business for the benefit of clients and shareholders. Financial
performance, excluding costs related to the integration, was very strong for the quarter as the combined business focused on meeting client needs and operating
more efficiently and effectively. Net revenues climbed 19.1% to $1.2 billion, and our operating margin rose to 40.9%, up from 35.2% in the prior quarter. Earnings
per share climbed 7.7% to $0.70 from $0.65 in the second quarter.
http://invesco2016rd.q4web.com/investor-relations/press-releases/press-release-details/2019/Invesco-Reports-Results-for-the-Three-Months-Ended-September-30-2019/default.aspx

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Investor AB (Sweden): Interim Management Statement
January-September 2019
• Adjusted net asset value (NAV)* amounted to SEK 455,921m (SEK 596 per share)
on September 30, 2019, an increase of SEK 34,319m, or 8 percent during the quarter.
Total shareholder return amounted to 8 percent during the quarter, compared to 2
percent for the SIXRX return index.
• Listed Companies generated a total return* of 2 percent. Shares in ABB were
purchased for a total SEK 1.3bn.
• Based on estimated market values, the value of Patricia Industries, excluding cash,
increased by 13 percent.
• Pro forma sales growth for the major subsidiaries amounted to 14 percent, of which
6 percent organic in constant currency. Reported EBITA grew by 33 percent.
Adjusting for material items affecting comparability, EBITA grew by 22 percent.
Mölnlycke’s organic sales growth amounted to 7 percent in constant currency.
• EQT AB was successfully listed on NASDAQ Stockholm. As of September 30,
2019, the value of our holding in EQT AB amounted to SEK 15 bn. Adding our
investments in EQT funds, our total investments in EQT amount to SEK 37bn.
• Leverage* (net debt/reported total assets) was 4.6 percent as of September 30, 2019
(6.1 as of December 31, 2018).
“Investor had a strong quarter with adjusted net asset value growth of 8 percent.
EQT AB was successfully listed on NASDAQ Stockholm and our subsidiaries
reported high earnings growth. In the current macroeconomic environment, our
focus is on securing agility in our companies and maintaining financial flexibility
at Investor.”CEO of Investor
https://www.investorab.com/investors-media/press-releases-news/

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Kinnevik (Sweden): Interim Report 1 January - 30 September
2019
• Net asset value of SEK 92.0bn (SEK 334 per share), up SEK 3.0bn or 3% during
the quarter, primarily driven by positive share price development in Zalando and
Tele2, and partially offset by weaker share price performance in GFG and Millicom
• Net debt position decreased by SEK 4.9bn to SEK 0.8bn, mainly as a consequence
of the sell-down in Zalando and the extraordinary dividend from Tele2, resulting in
leverage of 0.9% of Portfolio Value by the end of the quarter
• Total investments of SEK 2,108m during the quarter, whereof SEK 825m in
connection with Livongo’s IPO, increasing our ownership stake to 14%
• Total investments of SEK 2,108m during the quarter, whereof SEK 726m for a 10%
ownership stake in VillageMD, a leading US based provider of primary care
• Total investments of SEK 2,108m during the quarter, whereof SEK 296m in
Babylon’s funding round, bringing our ownership stake to 16% on a fully diluted
basis
• Completed a sell-down of a 5% stake in Zalando, generating gross proceeds of SEK
5.9bn
• Announced the intention to distribute Kinnevik’s entire Millicom shareholding to
our shareholders
• Amended our shareholder remuneration policy to cease paying ordinary cash
dividends in favor of paying out excess capital generated by our investment activities
in the form of extraordinary dividends
”In the third quarter, Kinnevik took important steps in executing our strategy and
we made significant investments in our healthcare portfolio. I am excited about
the next chapter for Kinnevik and I am convinced that we have the portfolio, the
team and the pipeline to execute our strategy”CEO of Kinnevik
https://www.kinnevik.com/media--contact/press-releases/2019/10/2190066-Kinnevik-Interim-Report-1-January---30-September-2019

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Macquarie Group (AUS) announces $A1,457 million half year
profit
• 1H20 net profit of $A1,457 million, up 11% on 1H19 and down 13% on 2H19
• Annuity-style activities’ combined net profit contribution1 up 15% on 1H19 and up
11% on 2H19
• Markets-facing activities’ combined net profit contribution up 4% on 1H19, down
42% on 2H19
• 1H20 net operating income of $A6,320 million, up 8% on 1H19 and down 9% on
2H19
• 1H20 operating expenses of $A4,480 million, up 9% on 1H19 and down 6% on
2H19
• International income 69% of total income2 in 1H20
• Assets under management of $A563.4 billion at 30 September 19, up 2% from 31
March 19
• Group capital position exceeds regulatory requirements3
• Group capital surplus of $A6.7 billion, Bank CET1 ratio 11.4% (Harmonised:
14.0%), Leverage ratio 5.5% (Harmonised: 6.1%), LCR 172%; NSFR 111%
• 1H20 earnings per share $A4.30, up 11% on 1H19 and down 13% on 2H19
• Annualised return on equity 16.4%, in line with 1H19 and down from 19.5% in
2H19
• Interim ordinary dividend of $A2.50 per share (40% franked), up on 1H19 interim
ordinary dividend of $A2.15 (45% franked) and down on 2H19 final ordinary
dividend of $A3.60 (45% franked)
Macquarie Group Managing Director and Chief Executive Officer, said: “Our
first-half result highlights the benefits of the business and geographic diversity of
the Group, with increased client activity across many of our business lines and
favourable market conditions across the Commodities and Global Markets
platform in particular.”
https://www.macquarie.com/in/about/newsroom/2019/macquarie-group-1h20-interim-result

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Marsh & McLennan (USA) Reports Third Quarter 2019 Results
• Consolidated revenue in the third quarter of 2019 was $4.0 billion, an increase of 13%
compared with the third quarter of 2018.
• Underlying revenue grew 5% compared to a year ago. Underlying revenue growth is
calculated as if Marsh & McLennan and Jardine Lloyd Thompson were a combined company
a year ago, but excludes the impact of currency and other acquisitions, dispositions, and
transfers among businesses.
• Operating income was $467 million compared with $541 million in the prior year.
• Adjusted operating income, which excludes noteworthy items as presented in the attached
supplemental schedules, rose 10% to $585 million.
• Net income attributable to the Company was $303 million, or $0.59 per diluted share,
compared with $0.54 in the third quarter of 2018.
• Adjusted earnings per share decreased 1% to $0.77 compared with $0.78 for the prior year
period.
• For the nine months ended September 30, 2019:
• consolidated revenue was $12.4 billion, an increase of 10%, or 4% on an underlying basis.
• Operating income was $2.1 billion, while adjusted operating income, which excludes
noteworthy items as presented in the attached supplemental schedules, rose 13% to $2.5
billion.
• Net income attributable to the Company was $1.4 billion. Fully diluted earnings per share
was $2.64 compared with $2.93 in the first nine months of 2018.
• Adjusted earnings per share increased 6% to $3.47 compared with $3.26 for the comparable
period in 2018.
President and CEO said: "We are pleased with our third quarter results, which reflect
excellent performance across the Company. In the quarter, we produced 13% revenue
growth, 5% underlying revenue growth including growth across both segments, and 10%
adjusted operating income growth. For the nine months of 2019, we achieved 4%
underlying revenue growth, adjusted operating income grew 13%, and the adjusted
operating margin increased 110 basis points to 22.0%."
https://mmc.gcs-web.com/news-releases/news-release-details/marsh-mclennan-reports-third-quarter-2019-results

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SEI (USA) Reports Third-Quarter 2019 Financial Results
• Revenues from Asset management, administration, and distribution fees increased primarily
from higher assets under administration in our Investment Managers segment.
• Average assets under administration increased $94.8 billion, or 16%, to $654.0 billion in the
third-quarter 2019, as compared to $564.2 billion during the third-quarter 2018 (see attached
Average Asset Balances schedules for further details).
• Average assets under management, excluding LSV, increased $5.5 billion, or 2%, to $233.0
billion in the third-quarter 2019, as compared to $227.5 billion during the third-quarter 2018 (see
attached Average Asset Balances schedules for further details).
• Sales events, net of client losses, during third-quarter 2019 totaled approximately $42.7 million
and are expected to generate net annualized recurring revenues of approximately $33.2 million
when contract values are fully realized.
• Earnings from LSV decreased by $4.1 million, or 10%, to $37.6 million in third-quarter 2019 as
compared to $41.7 million in third-quarter 2018. The decrease in earnings was due to negative
cash flows, client losses, reduced performance fees earned by LSV and a decline in assets under
management from market depreciation.
• Company capitalized $7.3 million of software development costs in third-quarter 2019 for
continued enhancements to the SEI Wealth PlatformSM (SWP). Amortization expense related to
SWP was $10.7 million in third-quarter 2019.
• Effective tax rates were 18.9% in third-quarter 2019 and 18.6% in third-quarter 2018.
• Company repurchased 1.4 million shares of our common stock for $81.4 million during the
thirdquarter 2019.
"Our third-quarter financial and new business sales results reflect continued success in our
Investment Management Services business and growing momentum in our Private Banks
segment," said Jr., SEI Chairman and CEO. We continue to invest in technology and business
platforms that position us to take advantage of large opportunities and provide innovative
client solutions. We are pleased with our progress and will continue to execute our strategy
to deliver long-term value for our shareholders, clients and employees.”
https://seic.com/newsroom/sei-reports-third-quarter-2019-financial-results

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Synchrony Financial (USA) Reports Third Quarter Net Earnings
of $1.1 Billion or $1.60 Per Diluted Share
• Net earnings of $1.1 billion, or $1.60 per diluted share; this includes a $326 million pre-tax,
$248 million after-tax, or $0.38 per diluted share benefit from a reduction in the reserve
related to the sale of the Walmart consumer portfolio, which was completed in October.
• Loan receivables decreased 5% to $83.2 billion; excluding the Walmart portfolio from both
periods, loan receivables grew 6%
• Net interest income increased 4% to $4.4 billion
• Purchase volume grew 5% to $38.4 billion; and average active accounts grew 2% to 76.7
million
• Deposits grew $3.7 billion, or 6%, to $66.0 billion
• Completed the sale of the Walmart portfolio on October 11, 2019
• Expanded and extended key strategic consumer credit relationship with PayPal: will
become the exclusive issuer of a Venmo co-branded consumer credit card, which is expected
to launch in the second half of 2020, and extended existing PayPal relationship
• Renewed key Retail Card partnership: DICK'S Sporting Goods
• Renewed key Payment Solutions partnerships: Polaris, La-Z-Boy and Conn's HomePlus
• Expanded CareCredit credit card network to include 8,500+ Walgreens® and Duane
Reade® stores and Loyale™ Healthcare and signed a new partnership with St. Luke’s
University Health Network
• Paid quarterly common stock dividend of $0.22 per share and repurchased $550 million of
Synchrony Financial common stock
“We continue to deliver strong results as we develop innovative and seamless digital
consumer experiences driven by our technology and data investments. These capabilities
have helped us grow organically, enabling the extension of key partnerships, while also
helping us win new ones with fast-growing, digital-first partners. Our growth is
supported by expanded acceptance and usage in our Home, Auto and CareCredit
networks, and is funded through substantial growth in our direct-to-consumer deposit
platform,” said, Chief Executive Officer of Synchrony Financial. “Our focus is on
executing a capital allocation strategy that drives strong growth at attractive risk adjusted
returns, while maintaining a strong balance sheet and the ability to return capital to
shareholders.”
https://www.synchrony.com/synchrony-financial-reports-third-quarter-net-earnings-of-2019.html

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TD Ameritrade (USA) Reports Strong Fiscal Year 2019 Earnings
• Record net new client assets of approximately $93 billion, a
year-over-year growth rate of 7 percent
• Record average client trades per day of approximately 860,000, up 6
percent year over year
• Record net revenues of $6 billion, up 10 percent year over year
• Ending client assets of approximately $1.3 trillion, up 2 percent year
over year
• $3.96 in GAAP earnings per diluted share, up 53 percent year over year,
on net income of $2.2 billion
• $4.13 in Non-GAAP earnings per diluted share,(1) up 24 percent year
over year
• Pre-tax GAAP income of $2.9 billion, or 49 percent of net revenues,
versus 35 percent of net revenues for the comparable prior period
• Ending interest rate-sensitive assets of $160 billion, up 9 percent year
over year
“Fiscal 2019 was another good year for TD Ameritrade, as we
enhanced the investing experience for our clients and delivered strong
results across all core metrics. We saw record trading in the fiscal
year, averaging 860,000 trades per day, and gathered a record $93
billion in net new client assets, driven by strong asset gathering from
both our institutional and retail channels,” said President and chief
executive officer, TD Ameritrade. “It was a year of significant
accomplishment and change as we took full advantage of our scale to
deliver on our financial targets, diversify revenue, and further
increase our operational efficiency.”
https://www.amtd.com/news-and-stories/press-releases/press-release-details/2019/TD-Ameritrade-Reports-Strong-Fiscal-Year-2019-Earnings/default.aspx

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3i Group (UK): 3i European Operational Projects Fund invests
€70m in AGESA, a Spanish Motorway PPP
3i Group plc announces that the 3i European Operational Projects Fund, has agreed
to invest €70 million for the acquisition of an 80% stake in Sociedad
ConcesionaríaAutovíaGerediagaElorrio, S.A. (“AGESA”), the project company for
the Gerediaga – Elorrio motorway PPP (“the Project”) in Spain. The completion of
the transaction is still subject to the satisfaction of several condition precedents,
including customary antitrust and third-party approvals. The Project is a concession
for the design, build, finance, maintenance and operation of the N-636 motorway
from Gerediaga to Elorrio, which is located 50km southeast of Bilbao, Spain. It is
comprised of the newly built Gerediaga-Elorrio carriageway (6.4km), and the
pre-existing Elorrio bypass. Overall, the Project includes nine viaducts, two bridges,
one underpass, one overpass, and the Gaztelua and Axtondo tunnels. The 30-year
concession was awarded by the Provincial Council of Biscay in May 2012, became
operational in August 2016 and will run until May 2042. The road provides a key
connection between the provinces of Gipuzkoa and Bizkaia and results in significant
time savings for its users.3i EOPF, which is managed by 3i’s infrastructure team, is a
€456m fund investing in operational projects across Europe, with a focus on France,
the Benelux, Germany, Italy and Iberia. It targets a wide range of sub-sectors,
primarily social infrastructure and transportation, but also telecoms and utilities. It
aims to provide long-term yield to institutional investors.
Partner in charge of origination for the Fund, commented: “This investment is a
great fit for 3i EOPF and offers long-term cash flow visibility as well as
geographic diversification in Western Europe. The Project has had good
operational performance to date and will greatly complement the Fund’s existing
portfolio. It provides our investors with an attractive, low risk yield profile and
builds on 3i’s track record in motorways.”
Description
https://www.3i.com/media-centre/corporate-and-portfolio-news/2019/3i-european-operational-projects-fund-invests-70m-in-agesa-a-spanish-motorway-ppp/

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3i Group (UK):Regional Rail expands its geographic footprint through
acquisition of Pinsly Railroad Company’s Florida operations
3i-backed Regional Rail, a leading owner and operator of short-line freight
railroads and rail-related businesses in the Mid-Atlantic U.S., has agreed to
acquire Pinsly Railroad Company’s (“Pinsly”) Florida operations with 208
miles of track across three short-line railroads, subject to authorisation from
the Surface Transportation Board. Pinsly’s Florida operations include the
Florida Central Railroad, the Florida Midland Railroad and the Florida
Northern Railroad. The railroads provide freight transportation, transload
and railcar-storage services to a broad customer base of over 65 blue-chip
companies covering a diverse set of endmarkets, including heating, fuel
blending, building products, chemicals, food and agriculture, scrap metal
and plastic resins. Given its location in and around Orlando and Tampa,
Pinsly’s Florida operations provide freight traffic that is over 90% inbound
serving multiple, high-growth consumption markets throughout the state.
With strong population and economic trends forecast for the region, the
lines are well positioned to continue the impressive traffic growth they have
experienced historically.
Managing Partner, 3i North American Infrastructure, commented: “This
is an attractive and strategic acquisition for Regional Rail, given the
similarities between the businesses. Combined, the two companies will
operate 21-line segments across four states, with over 355 miles of
track. The U.S. short-line network is attractive to 3i and the combined
company will be well positioned for potential future acquisitions.”
Description
https://www.3i.com/media-centre/corporate-and-portfolio-news/2019/regional-rail-expands-its-geographic-footprint-through-acquisition-of-pinsly-railroad-company-s-florida-operations/

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Arthur J. Gallagher & Co. (USA) Acquires Garrett-Stotz Company
Arthur J. Gallagher & Co. announced the acquisition of Louisville,
Kentucky-based Garrett-Stotz Company. Terms of the transaction were
not disclosed.Founded in 1931, Garrett-Stotz Company is a full-service
commercial and personal lines property/casualty and benefits agency.
Areas of specialization include construction/surety, real estate and auto
dealers. Bill Kantlehner III, Tom Mitchell, Don Mucci and their
associates will continue to operate from their Louisville location under
the direction of Bumpy Triche, head of Gallagher's Mid-South Region
retail property/casualty brokerage operations, and Jerry Roberts, head of
Gallagher's Heartland Region employee benefit consulting and
brokerage operations.Arthur J. Gallagher & Co., a global insurance
brokerage, risk management and consulting services firm, is
headquartered in Rolling Meadows, Illinois. The company has
operations in 48 countries and offers client service capabilities in more
than 150 countries around the world through a network of correspondent
brokers and consultants.
"Garrett-Stotz enhances our presence in Kentucky and Indiana, brings
us additional expertise in construction and surety, and provides new
cross-selling opportunities," said Chairman, President and CEO. "I
am very excited to welcome Bill, Tom, Don and their colleagues to
Gallagher's growing global team."
Description
https://investor.ajg.com/news-releases/news-release-details/arthur-j-gallagher-co-acquires-garrett-stotz-company

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Arthur J. Gallagher & Co. (USA) Acquires Direct ToPolicyHolder
(DTPH)
Arthur J. Gallagher & Co. announced the acquisition of Ponte Vedra
Beach, Florida-based The Doyle Group, Inc. and its affiliates,
collectively doing business as Direct ToPolicyHolder (DTPH). Terms
of the transaction were not disclosed.Founded in 2010, DTPH is an
e-commerce affinity platform focused on the efficient acquisition,
conversion and retention of professional liability (E&O) insurance
policyholders in the allied healthcare and wellness fields. Nick Doyle
and his associates will continue to operate from their current location
under the direction of Kevin Garvin, head of Gallagher's North
American Affinity operations.Arthur J. Gallagher & Co., a global
insurance brokerage, risk management and consulting services firm, is
headquartered in Rolling Meadows, Illinois The company has
operations in 48 countries and offers client service capabilities in more
than 150 countries around the world through a network of
correspondent brokers and consultants.
"DTPH is an excellent addition to our growing Gallagher Affinity
operations, enhancing our strengths by targeting an important
customer segment," said Jr., Chairman, President and CEO. "I am
very happy to welcome Nick and his associates to our growing
global team."
Description
https://investor.ajg.com/news-releases/news-release-details/arthur-j-gallagher-co-acquires-direct-policyholder-dtph

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Arthur J. Gallagher & Co. (USA) Acquires Swedish Broker Proinova
Arthur J. Gallagher & Co. announced the acquisition of Helsingborg,
Sweden-based insurance broker Proinova. Terms of the transaction were
not disclosed.Founded in 1989 by CEO Sten Eriksson, Proinova
specializes in delivering group solutions for the real estate sector,
offering insurance, loss prevention training and claims advocacy services
for trade association members. It also serves clients in many related
areas, such as municipalities, hotels and conferences, business property
and individual real estate owners. Sten Eriksson and his associates will
continue to operate from their current location under the direction of
Anders Mjaaland, head of Gallagher's Scandinavian operations.Arthur J.
Gallagher & Co., a global insurance brokerage, risk management and
consulting services firm, is headquartered in Rolling Meadows, Illinois.
The company has operations in 48 countries and offers client service
capabilities in more than 150 countries around the world through a
network of correspondent brokers and consultants.
"Proinova is a strong, family run business that extends Gallagher's
geographic presence into the southern region of Sweden, and expands
our capabilities and product offering to clients across Scandinavia,"
said Jr., Chairman, President and CEO. "I am delighted to welcome
Sten and his associates to our growing global team."
Description
https://investor.ajg.com/news-releases/news-release-details/arthur-j-gallagher-co-acquires-swedish-broker-proinova

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CIT (USA) Provides $56 Million Financing for Multifamily Project
Acquisition and Improvements
CIT Group Inc. announced that its Real Estate Finance division
provided a $56 million senior secured mortgage loan for the
acquisition and renovation of the Bel Air Las Colinas Apartments, a
multifamily complex in Irving, Texas. The property, which was
acquired by Western Wealth Capital, is a 515-unit, garden-style
multifamily complex consisting of 28 three-story buildings. The
financing includes funding for interior and exterior renovations of
the property, including swimming pool area improvements, a
re-modeled clubhouse and enhanced landscaping.CIT's Real Estate
Finance unit, part of its Commercial Finance division, originates
and underwrites senior secured real estate transactions. With deep
market expertise, underwriting experience and industry
relationships, the group provides financing for single properties,
property portfolios and loan portfolios.
"We're pleased to have another opportunity to collaborate with
Western Wealth Capital. This latest transaction reflects our
strong relationship with Western Wealth and our longstanding
commitment to meeting the financing needs of real estate
investors and developers," said President of CIT's Real Estate
Finance division.
Description
http://cit.mediaroom.com/2019-10-09-CIT-Provides-56-Million-Financing-for-Multifamily-Project-Acquisition-and-Improvements

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CIT (USA) Serves as Lead Arranger for $87 Million Financing of
Self-Storage Portfolio
CIT Group Inc. announced that its Real Estate Finance unit
served as lead arranger on $87 million in financing for a
portfolio of Storage Rentals of America-branded self-storage
facilities. The financing will be used by a fund managed by
SROA Capital, LLC to recapitalize and refinance debt on a
portfolio of 35 self-storage properties encompassing more than
14,000 storage units in three states: Ohio, Kentucky and
Florida.CIT's Real Estate Finance unit, part of its Commercial
Finance division, originates and underwrites senior secured real
estate transactions. With deep market expertise, underwriting
experience and industry relationships, the group provides
financing for single properties, property portfolios and loan
portfolios.
"Our portfolio of self-storage properties is geographically
diverse and located in attractive markets," said CEO of
SROA Capital, LLC. "We appreciated CIT's agility and
expertise in developing a financing package that enables us
to consolidate and refinance our debt on this property
portfolio which puts us in a strong position to begin capital
raise for SROA Capital Fund VIII, LP."
Description
http://cit.mediaroom.com/2019-10-10-CIT-Serves-as-Lead-Arranger-for-87-Million-Financing-of-Self-Storage-Portfolio

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Fannie Mae (USA) Announces $14 Million Low-Income Housing
Tax Credit Investment
Fannie Mae announced that it will provide a $14 million Low-Income
Housing Tax Credit (LIHTC) equity investment to facilitate the
development of Mino-bimaadiziwin Apartments, a 110-unit multifamily
residence in Minneapolis. The apartments are being developed by The Red
Lake Band of Chippewa Indians. Fannie Mae will invest in the project
through Raymond James Tax Credit Funds, a Fannie Mae LIHTC fund
partner.Mino-bimaadiziwin Apartments will offer studios, one-, two-, and
three-bedroom units for residents earning 30%, 50%, and 60% of
area-median-income (AMI). Twenty-four of the units will serve as
permanent housing for the metro area’s chronically homeless. The new
development located in South Minneapolis will include a playground,
daycare facility, Wellness Center, and the Red Lake Nation Urban Embassy
community center. Additionally, residents will have access to on-site
healthcare and educational services.
“Our LIHTC financing of Mino-bimaadiziwin Apartments helps
support much needed housing and ancillary services for Native
Americans and other members of the Minneapolis community near
public transit options that enable them to commute to their places of
employment,” said, Vice President, LIHTC Investments, Fannie Mae.
“LIHTC enables affordable rental housing, and we are excited to work
with our partners to address our country’s pressing housing challenges.
Projects like Mino-bimaadiziwin foster a healthier and more stable
living environment for individuals and families while also creating a
more sustainable neighborhood for all members of the community.”
Description
https://www.fanniemae.com/portal/media/corporate-news/2019/minneapolis-lihtc-6944.html

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Frasers Property (Singapore) and ESR Australia sell Nissan Motor
Co. Australia building to Ascendas Real Estate Investment Trust
Frasers Property Australia (Frasers Property) and ESR Australia (ESR)
have sold a prime suburban office building, anchored by Nissan Motor Co.
Australia Pty Ltd (Nissan) to Ascendas Real Estate Investment Trust
(Ascendas) for over A$100 million. Currently under construction, the
building represents the first stage of a substantial business park
development in the emerging commercial precinct of Mulgrave in
Melbourne. Stage One comprises 17,393 sqm of office space and anchored
by Nissan who will occupy 11,000 sqm for their national headquarters. The
new building will achieve a 5 Star Green Star Design and As Built v1
certified rating from the Green Building Council of Australia. Practical
completion of the facility is due in mid-2020.The 4.67-hectare joint venture
site has received planning approval for 60,000 sqm of commercial, 2,497
sqm of onsite retail space and secure car spaces. The entire development is
forecast for completion by late 2025.
General Manager, Southern Region Commercial & Industrial, Frasers
Property Australia comments, “We are very pleased to secure a strong
result for our first asset located at 254 Wellington Road prior to practical
completion, which is part of our on-going capital management program
in Melbourne.
Description
https://www.frasersproperty.com/home/frasers-corporate/essentials/shared/dataitems/press-releases/2019/october/fpa-and-esr-australia-sell-nissan-motor-co-australia-building-to-ascendas-reit

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Frasers Property (Singapore) Industrial acquires prime 65-hectare
land parcel in Yatala
Frasers Property Industrial has exchanged contracts to acquire a
65-hectare prime industrial site from Seymour Group, taking its
industrial land holdings and developments in the area to 90-hectares. The
land parcel is located on Stapylton Jacobs Well Road in Queensland’s
Yatala region. It is also within three kilometres from Frasers Property’s
industrial development, Yatala Central.Masterplanning has started and
Frasers Property Industrial expects to bring stage one to the market by
the middle of 2020 with estimated delivery for this part by Q1 2021. The
estate will feature pre-lease development, land and build packages as
well as selective land sales. The new site will accommodate up to
300,000 sqm of built form, enabling Frasers Property Industrial to
service existing and new customers. National supply chain and logistics,
light manufacturing and warehousing companies are expected to be
attracted to the new estate.
General Manager Northern Region for Frasers Property Industrial,
comments, “This acquisition aligns with our strategy to secure
significant land holdings in core markets that are within close
proximity of major infrastructure. The Yatala area will continue to
benefit from the expansion of both Brisbane and Gold Coast regions.
We see this region consolidating its position as one of the major
distribution hubs for South East Queensland.”
Description
https://www.frasersproperty.com/home/frasers-corporate/essentials/shared/dataitems/press-releases/2019/october/frasers-property-industrial-acquires-prime-65-hectare-land-parcel-in-yatala

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Macquarie (AUS) Investment Management completes acquisition of assets
related to First Investors Funds Managed by Foresters Financial
Macquarie Investment Management announces the completion of its
acquisition of the mutual fund management business of Foresters
Investment Management Company, Inc., the investment advisor of the
First Investors Funds and First Investors Life Series Funds. The
transaction includes approximately $US11 billion in First Investors
Funds that have been successfully reorganized into the Delaware
Funds® by Macquarie family of funds and approximately $US1 billion1
in assets transitioned to the recently launched Delaware Funds by
Macquarie Premier Advisor Platform. The Platform offers asset
allocation models using a mix of existing Delaware Funds by Macquarie
mutual funds and certain First Investors mutual funds that are newly
reorganized. In addition to the acquisition, Macquarie Investment
Management will manage a portion of Foresters’ US general account to
support its life insurance business.
“We are pleased to welcome the First Investors shareholders to
Delaware Funds by Macquarie,” said Global head of Macquarie
Investment Management and president of Delaware Funds by
Macquarie. “We remain committed to helping all of our shareholders
achieve their financial goals, and we look forward to introducing our
new investors and their advisors to the broad and deep range of
products we offer.”
Description
https://www.macquarie.com/in/about/newsroom/2019/mim-completes-acquisition-of-assets-related-to-first-investors-funds-managed-by-foresters-financial

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Mastercard (USA) Acquires SessionM to Broaden its Merchant Loyalty &
Marketing Services
Mastercard announced it has entered into an agreement to
acquire SessionM, a U.S.-based technology company.
SessionM’s customer engagement and loyalty platform
empowers the world’s most innovative brands—including
retailers, airlines, restaurants and CPG companies—to forge
stronger and more profitable consumer relationships. The
addition of SessionM will enhance Mastercard’s ability to help
brands around the world deliver personalized, real-time offers
and comprehensive campaign measurement based on robust,
data-driven insights. Mastercard is constantly innovating and
investing to bring fresh value to brands globally—helping them
build and enhance their customer relationships and, ultimately,
grow their business.
“Consumers’ expectations about their experiences with
brands are changing,” said President, loyalty and
engagement at Mastercard. “We believe that the future of
loyalty needs to be re-imagined enabling seamless digital
experiences, and SessionM’s consumer-centric capabilities
will help us broaden our value to marketers across sectors in
exciting new ways.”
Description
https://newsroom.mastercard.com/press-releases/mastercard-acquires-sessionm-to-broaden-its-merchant-loyalty-marketing-services/

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Arthur J. Gallagher & Co. (USA) Completes Acquisition of
Minority Stake in Edelweiss Insurance Brokers Limited
Arthur J. Gallagher & Co. announced that it has completed its purchase of a minority stake in
Edelweiss Insurance Brokers Limited, a subsidiary of India's leading diversified financial services
conglomerate, Edelweiss Group.Arthur J. Gallagher & Co., a global insurance brokerage, risk
management and consulting services firm, is headquartered in Rolling Meadows, Illinois. The
company has operations in 48 countries and offers client service capabilities in more than 150
countries around the world through a network of correspondent brokers and consultants.
Description
https://investor.ajg.com/news-releases/news-release-details/arthur-j-gallagher-co-completes-acquisition-minority-stake-0

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Deutsche Boerse (Germany): Cash markets achieve turnover of
135.4 billion euros in October
Deutsche Börse’s cash markets generated a turnover of €135.4 billion in October (previous year: €171.6
billion). €122.7 billion were attributable to Xetra (previous year: €156.7 billion), bringing the average daily
Xetra trading volume to €5.6 billion. Trading volume on Börse Frankfurt was €2.6 billion (previous year:
€3.7 billion) and on Tradegate Exchange €10.2 billion (previous year: €11.1 billion). By type of asset class,
shares accounted for around €120.9 billion in the entire cash market. Trading in ETFs/ETCs/ETNs generated
a turnover of €13.1 billion. Turnover in bonds was €0.4 billion, in certificates €1.0 billion and in funds €0.2
billion. The DAX and TecDAX stock with the highest turnover on Xetra in October was SAP SE with €6.1
billion. Commerzbank AG led the MDAX equities with €1.1 billion, while Wacker Chemie AG led the
SDAX index with €345 million. In the ETF segment, the iShares Core DAX UCITS ETF generated the
largest volume with €1.1 billion.
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https://deutsche-boerse.com/dbg-en/media/press-releases/Cash-markets-achieve-turnover-of-135.4-billion-euros-in-October-1631520

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Intercontinental Exchange (USA) Completes Acquisition of the Merrill Lynch Option
Volatility Estimate (MOVE) Index from Bank of America Merrill Lynch
Intercontinental Exchange, Inc. a leading operator of global exchanges and clearing houses and provider of data and listings services, announced
it has completed its acquisition of a family of U.S. fixed income volatility indices from Bank of America Merrill Lynch. The acquired indices
include the Merrill Lynch Option Volatility Estimate (“MOVE”) Index ‒ a well-recognized indicator of U.S. interest rate volatility that is often
referred to as the “VIX for Bonds.” MOVE measures the implied yield volatility of a basket of one-month over-the-counter options on 2-year,
5-year, 10-year and 30-year Treasuries. Other indices in the family track different option expiries, as well as versions that measure volatility in
the U.S. interest rate swap market. The implied yield volatilities used to compile the indices are provided by ICE Data Derivatives, Inc., an
affiliate of ICE Data Indices, LLC, and are based on mid-implied volatilities for at-the-money bond options and swaptions. Effective with the
transition to ICE Data Indices, the indices are now being published in near real-time, starting at 9 a.m. ET. End of day closing levels for the indices
are based on mid-implied volatilities calculated as of 3 p.m. ET.Intercontinental Exchange (NYSE: ICE) is a Fortune 500 company formed in the
year 2000 to modernize markets. ICE serves customers by operating the exchanges, clearing houses and information services they rely upon to
invest, trade and manage risk across global financial and commodity markets. A leader in market data, ICE Data Services serves the information
and connectivity needs across virtually all asset classes. As the parent company of the New York Stock Exchange, the company is the premier
venue for raising capital in the world, driving economic growth and transforming markets.
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https://ir.theice.com/press/press-releases/all-categories/2019/10-16-2019-141416945

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CIT's (USA) Supply Chain Finance Unit Expands Capabilities
34
Solution Description
CIT Group Inc. announced that its Supply Chain Finance unit, part of its Commercial Services division, is expanding its
capabilities to better serve its financing clients. Buyers and suppliers can now optimize their working capital by leveraging
Supply Chain Finance's enhanced technical capabilities and product expertise to structure, implement and manage programs. In
contrast to other financial institutions and providers, CIT is focused on underserved mid-sized and small businesses in such
industries as packaging, transportation logistics. manufacturing, healthcare, aerospace and automotive. To further increase
efficiency and technical capabilities, CIT's Supply Chain Finance unit is preparing to implement for its clients a new cloud-based
supply chain finance platform. The new platform will give Supply Chain Finance clients around-the-clock access to a new source
of liquidity, empowering them to easily exchange electronic records and trigger financial transactions. Purchase of an invoice can
happen quickly, rather than taking days or even weeks.By extending these capabilities to their own suppliers, buyers can greatly
increase their financial agility and flexibility, giving their business a competitive edge.CIT's Commercial Services business is one
of the nation's leading providers of working capital solutions, factoring, credit protection, accounts receivable management and
lending services to consumer product companies, manufacturers, dealers, importers and resellers.
For more details, please click the link below:
http://cit.mediaroom.com/2019-10-21-CITs-Supply-Chain-Finance-Unit-Expands-Capabilities

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CME Group (USA) to Offer Real-Time Market Data via
Google Cloud Platform
35
CME Group, one of the world's leading and most diverse derivatives marketplaces, announced it will become the first derivatives marketplace
to offer real-time futures and options market data on Google Cloud Platform (GCP), starting Nov. 17, 2019. The collaboration will allow
market participants to access CME Group's valuable market data through the cloud from anywhere in the world with an internet connection
through Google Cloud's global network.CME Group customers will be able to access all real-time CME Group data currently available,
including all CME Globex market data and third-party data sources. CME Group's data platform on GCP leverages the Google Cloud Pub/Sub
Service, a fully-managed, real-time messaging service.As the world's leading and most diverse derivatives marketplace, CME Group
(www.cmegroup.com) enables clients to trade futures, options, cash and OTC markets, optimize portfolios, and analyze data – empowering
market participants worldwide to efficiently manage risk and capture opportunities. CME Group exchanges offer the widest range of global
benchmark products across all major asset classes based on interest rates, equity indexes, foreign exchange, energy, agricultural products and
metals. The company offers futures and options on futures trading through the CME Globex® platform, fixed income trading via BrokerTec
and foreign exchange trading on the EBS platform. In addition, it operates one of the world's leading central counterparty clearing providers,
CME Clearing. With a range of pre- and post-trade products and services underpinning the entire lifecycle of a trade, CME Group also offers
optimization and reconciliation services through TriOptima, and trade processing services through Traiana.
https://www.cmegroup.com/media-room/press-releases/2019/10/14/cme_group_to_offerreal-timemarketdataviagooglecloudplatform.html

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Discover Bank (USA) Brings Person-to-Person Payments to Customers
36
Discover announced that the Zelle® Person-to-Person (P2P) experience is now available on its mobile app and online account center,
allowing Discover checking, savings and money market account customers to easily send and receive money with almost any bank
account in the U.S1. On the heels of removing all fees2 across its deposit products in June, Discover Bank is also participating in the
ZelleNetwork®to provide their customers a fast and easy way to send and receive money.After enrolling with Zelle in just a few easy
steps through the Discover mobile app or online account center, customers can take advantage of many benefits.
Benefits include:
• Receive money fast, typically within minutes 3 . When both the sender and recipient are enrolled with Zelle, money goes directly from
one bank account to another, and is available for use in minutes.
• Send money to friends, family and people they trust. Through Zelle, in the Discover app, money can be sent to almost anyone with a
bank account in the U.S. Zelle should only be used to send money to people you know and trust.
• Request money from other people, which makes it easy to collect money for things like group gifts or shared meals.
• Avoid sharing sensitive account information— all the customer needs to share is their U.S. mobile phone number or email address that
is enrolled with Zelle to receive money with Zelle.
https://investorrelations.discover.com/newsroom/press-releases/press-release-details/2019/Discover-Bank-Brings-Person-to-Person-Payments-to-Customers/default.aspx

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Freddie Mac’s (USA) New Duty to Serve Mapping Tool Helps Lenders and Investors
Create and Preserve More Affordable Housing Across the Country
37
Freddie Mac Multifamily unveiled a new mapping tool to help lenders identify investment opportunities in underserved
markets throughout the country. The mapping tool, which is part of Freddie Mac’s Duty to Serve Plan, synchronizes data from
multiple sources to help investors better understand opportunities for creating and preserving affordable housing in
hard-to-serve markets.
Some of the key features of the mapping tool include the ability to:
• Identify rural, high needs and/or residential economic diversity census tracts
• Identify if a property can receive Duty to Serve credit, supporting efforts to serve historically underserved markets
• Identify properties around the country with major public subsidies from the National Housing Preservation Database
• View income and demographic statistics on each tract level
• Download a spreadsheet of data for a list of addresses or subsidized properties at once for use in other applications
Freddie Mac Multifamily is the nation's multifamily housing finance leader. Historically, more than 90% of the eligible rental
units we fund are affordable to families with low-to-moderate incomes earning up to 120% of area median income.
https://freddiemac.gcs-web.com/news-releases/news-release-details/freddie-macs-new-duty-serve-mapping-tool-helps-lenders-and

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Mastercard (USA) Launches Payment on Delivery Driving Real-Time
Payments Adoption
38
Mastercard unveiled Payment on Delivery, a new solution allowing businesses to pay a supplier in real-time when receiving
goods or services. The company is piloting the program with PNC Bank, which leverages the RTP® network from The Clearing
House for real-time payments clearing and settlement capabilities. Mastercard will roll this out to industries with complex
distribution networks and supply chains, solving several challenges such as onerous paperwork, manual processes and
complicated reconciliation largely driven by the use of cash and checks. The first use-case will center on alcohol distribution.
Mastercard will partner with enterprise resource planning (ERP) provider, Rutherford & Associates, to facilitate payments in the
regulation-ridden, wine and spirits distribution industry. With Payment on Delivery, suppliers receive instant access to funds and
rich information associated with the transaction, leading to better insights into cash flow. Both buyers and suppliers can improve
operational efficiency through easy reconciliation and can eliminate any risk that comes from carrying or storing cash or
checks.Payment on Delivery is part of the Mastercard Track portfolio of business applications, which taps into real-time payment
messaging capabilities so that the suppliers’ bank can push a “request-for-payment” directly to the business, and the business can
pay immediately – on delivery – with instant reconciliation on the backend. Mastercard plans to partner with ERP providers and
banks to expand distribution and adoption of this solution in the U.S.
https://newsroom.mastercard.com/press-releases/mastercard-launches-payment-on-delivery-driving-real-time-payments-adoption/

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Mastercard (USA) Launches Integrated Product Suite to Optimize
Healthcare Partner Technology
39
Mastercard unveiled Mastercard Healthcare Solutions, a new suite of products dedicated to helping healthcare partners detect
fraud, waste, and abuse, capture more revenue, and protect patient health data. Bringing its scale and advanced technology to
healthcare, Mastercard is transforming its business by moving beyond cards and reimagining how its technology and capabilities
can benefit the healthcare ecosystem. These solutions build upon Mastercard’s established role in healthcare – helping businesses
provide their employees with convenient, reliable access to healthcare funds through Mastercard-branded Flexible Spending
Account (FSA), Health Savings Account (HSA), and Health Reimbursement Arrangement (HRA) cards. In a world that is
increasingly digital-first, patients have come to expect seamless, real-time digital experiences in nearly every aspect of their lives.
While healthcare organizations have the technology to preserve and enrich lives, the rapid technological change is putting
pressure on them to keep pace and quickly adapt. Mastercard Healthcare Solutions will allow healthcare payers and providers to
have the right tools to address rising digital threats and operate more efficiently.Mastercard Healthcare Solutions brings its
capabilities to complement a partner’s existing system to address major pain points such as payment assurance, payment integrity,
and cybersecurity. Unlike other new entrants to the industry, Mastercard Healthcare Solutions will enhance a partners’businesses,
not compete with them.
https://newsroom.mastercard.com/press-releases/mastercard-launches-integrated-product-suite-to-optimize-healthcare-partner-technology/

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Mastercard (USA) Small Business Cardholders Gain Access to Business
Tools from Microsoft
40
Mastercard is giving small business owners tools and technology to help them take their business to the next level with the addition of
Microsoft solutions to its’ ever-growing suite of small business benefits. Now available across Mastercard Business and Mastercard
Business World Elite offerings in the U.S., small business owners can fuel their hustle with Microsoft services including Microsoft 365
best-in-class productivity apps, and powerful cloud and marketing services.Mastercard Small Business cardholders can now leverage
specific tools and benefits to assist in productivity and business growth with the integration of Microsoft offerings including:
• Microsoft 365: More than just Office apps like Word, Excel, and PowerPoint, Microsoft 365 brings together powerful cloud services
like professional email, online meetings, chat, file storage and intelligent security. At no additional cost, Mastercard small business
cardholders are eligible for a special Microsoft offer: first-time Microsoft 365 Business or Office 365 Business Premium subscribers can
get a complimentary first four months with a one-year subscription – up to 5 users. Terms and conditions apply.
• Microsoft Advertising: Microsoft Advertising makes it easy for you to reach customers who are interested in your product or service.
With the power of Microsoft’s audience targeting capabilities, drive more leads, visits or purchases to your small business. Mastercard
will also be running campaigns throughout the year that make available to select groups of small businesses an exclusive offering of $125
in advertising credit after spending only $10. Benefits are subject to terms, conditions and limitations.
https://newsroom.mastercard.com/press-releases/mastercard-small-business-cardholders-gain-access-to-business-tools-from-microsoft/

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CICC (China) Wins Big in Mergermarket China
M&AAwards 2019 Again
41
Mergermarket just released the full results of its China M&A Awards 2019, in which CICC achieved great result. By leveraging on its
professional knowledge and project performance, CICC won many heavy-weight titles, such as M&A Financial Adviser of the Year and
Pharmaceuticals, Medical and Biotech M&A Financial Adviser of the Year, etc. This is a tremendous achievement among so many
competitors in the market. During the period from August 1st, 2018 to July 31st 2019, CICC has been involved in a number of leading
and pioneering M&A transactions in China, including but not limited to: The merger of Yunnan Baiyao Group with Baiyao Holdings, the
strategic reorganization between Aluminum Corporation of China Limited and Yunnan Metallurgical Group, COFCO Property’s
acquisition of Joy City Property. During the period, total deal value announced and completed achieved by CICC is over US$ 57.49
billion, representing about 10% of the market, CICC ranks No.1 on the financial advisors’ league table in China region.As a leading
investment bank with “Chinese Roots, International Reach”, CICC will continue to utilize its capital market expertise as well as its
seamless cooperation of onshore and offshore businesses to provide continuous support to our customers in terms of introduction of
global investors, reaching international capital market, and business development.Mergermarket is an independent Mergers and
Acquisitions (M&A) intelligence service with an unrivalled network of dedicated M&A journalists based in 67 locations across the
Americas, Europe, Asia- Pacific, the Middle-East, and Africa.
http://www.cicc.com/portal/news/shownews_en.xhtml?articleId=206590
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CICC (China) Wins Prize in Duty of Care Awards 2019 by
International SOS
42
International SOS released the full results of its Duty of Care Awards 2019 and hold the award
ceremony under the theme of “Sustainable Futures, Superior Growth” in Shanghai recently. CICC
won the prize of Innovation Honourable Mentions among over 200 entries representing 28 sectors
across 31 countries, as well as became the first winner of Chinese financial company in the award
history.Founded in 1985, the International SOS Group of Companies is in the business of saving
lives, protecting your global workforce from health and security threats and is trusted by 11,000
organizations all over the world.
http://www.cicc.com/portal/news/shownews_en.xhtml?articleId=207250
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Frasers Hospitality (Singapore) Bags Six Prestigious Awards at the 2019
World Travel Awards for Asia & Oceania
43
Frasers Hospitality, a member of Frasers Property Group, has been awarded six coveted titles at the 2019 World Travel Awards for Asia & Oceania. Frasers
Hospitality was named the Leading Serviced Apartment Brand both in Oceania and Vietnam. Furthermore, three of its luxury serviced residences – Fraser
Suites Sydney, Fraser Suites Hanoi and Fraser Suites Singapore – clinched the Leading Serviced Apartment award in their respective regions, and Capri by
Fraser, Changi City, Singapore received this year’s award for Singapore’s Leading Hotel Residences for the second year running too.Frasers Hospitality
continues to achieve success in Asia, with a footprint of 43 properties across 26 cities. This year, Frasers Hospitality launched four new properties in Asia –
Fraser Place Puteri Harbour, Capri by Fraser China Square / Singapore, Fraser Residence Orchard and Modena by Fraser Buriram Bangkok, further boosting
the hospitality provider’s presence in the region. In Vietnam, Fraser Suites Hanoi stands tall in the Westlake district, offering a tranquil repose not far from
the city. Its prime location on Xuan Dieu Street provides sweeping views of the nearby lake and gardens, as guests enjoy fully furnished, spacious residences
complete with personalised services.Fraser Suites Singapore and Capri by Fraser, Changi City also offer comfort and convenience for all travellers. Fraser
Suites Singapore is positioned between Singapore’s dynamic central business district and one of the world’s renowned shopping belt, Orchard Road. Guests
can fully embrace sophisticated city living as they take advantage of the many retail and dining options at their doorstep and return to a luxurious residence
at the end of a day. At Capri by Fraser, Changi City, the urban traveller can benefit from high-tech and intuitive facilities in the comfort of a fully-furnished
hotel residence within walking distance from Singapore’s leading convention centre EXPO and near Changi International Airport.
https://www.frasersproperty.com/home/frasers-corporate/essentials/shared/dataitems/press-releases/2019/october/frasers-hospitality-bags-six-prestigious-awards
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Frasers Property (Singapore) Industrial’s Hermes facility in Hamburg
achieves gold standard in sustainability
44
Frasers Property Industrial announced that its Hermes Germany GmbH (“Hermes”) facility has received Gold certification by the
German Sustainable Building Council (“DGNB”) at the 2019 Expo Real held in Munich.Key features of Hermes’ facility include
accessibility to vehicles on all sides of the building and cutting-edge automated sorting facilities enabling the efficient processing
of consignments. In addition, the site has approximately 32,000 sqm of external areas utilised for operational processes.The
property is situated in Hamburg Billbrook, one of the largest and most important industrial locations in Hamburg. It is connected
to the B5 which links Billbrook to Hamburg city centre, and to the Motorway A1 which provides access to Lübeck and Bremen.
Billbrook is in the vicinity of the Port of Hamburg, Germany’s largest port and the second largest port in Europe.Hermes is part
of international logistics group, Hermes Logistics, which provides total logistics solution to its clients globally through
state-of-the-art integrated supply chain management. In Germany, Hermes is the largest post-independent logistics service
provider for deliveries to private customers. One in three B2C parcels in Germany are delivered by Hermes, with one million
customer contacts every day.
https://www.frasersproperty.com/home/frasers-corporate/essentials/shared/dataitems/press-releases/2019/october/fpi-hermes-facility-in-hamburg-achieves-gold-standard-in-sustainability
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SURA (Colombia) remains one of the best evaluated companies in
corporate reputation, according to Merco Colombia
45
SURA was recognized this by the Merco Business Reputation Monitor among the companies with the best
perception in Colombia. With an increase in its rating to 9,004 points, it was again in fourth place in the general
ranking and as a leader among the country's insurance companies.The evaluation took into account management
issues such as financial results, quality of supply, human talent management, innovation, ethical behavior, corporate
responsibility and international dimension. In this sense, the punctual analysis of the Company includes aspects of
the SURA Colombia Insurance operations and also of the SURA Business Group.Similarly, the Merco measurement
consults the perception of executives of large companies, financial analysts, journalists, academics, leaders of civil
society organizations, university students and other audiences, in order to obtain a global picture of the reputation
around the organization.
https://www.gruposura.com/en/noticia/sura-remains-one-of-the-best-evaluated-companies-in-corporate-reputation-according-to-merco-colombia/
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Morgan Stanley (USA) Wins Three Industry Awards from Money Management
Institute and Barron’s for Innovation in Investment Advisory Solutions
46
Morgan Stanley announced that it has won three industry awards from the Money Management Institute (MMI) and Barron’s. The
awards include Sponsor Platform of the Year for Morgan Stanley’s Modern Wealth Platform (WealthDesk); Digital Innovation for
Morgan Stanley’s Portfolio Risk Platform; and Sustainable Investing for Morgan Stanley Impact Quotient™. The Sponsor Platform
of the Year category honors a sponsor platform that exemplifies innovations that potentially deliver better outcomes for investors and
Financial Advisors. Morgan Stanley’s Modern Wealth Platform (WealthDesk) offers a comprehensive technology platform that
leverages the Firm’s investment advice and solutions to enable Financial Advisors to deliver a repeatable, customized, dynamic
wealth strategy to help clients achieve their financial goals. Wealth Desk provides Financial Advisors with one dashboard for all of
their financial planning, advice and implementation tasks. The Digital Innovation category honors a new technological innovation (or
specific enhancement to an existing platform or tool) that enhances the investor or Financial Advisor experience with advisory
solutions. Morgan Stanley’s Portfolio Risk Platform and the risk analytic integrations into their proprietary platform applications,
help Financial Advisors leverage dynamic risk insights in real time across thousands of risk factors. Built in partnership with
BlackRock’s Aladdin, Financial Advisors are able to instantly analyze an entire book of business, including assets held away, that
enhances their risk advice with clients and ongoing investment management decisions at Morgan Stanley.
https://www.morganstanley.com/press-releases/morgan-stanley-wins-three-industry-awards-from-money-management-
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Voya (USA) Selected as New Service Provider for New Mexico PERA
SmartSave Deferred Compensation Plan
47
Voya Financial, Inc., announced that its Retirement business has been selected as the new recordkeeper for the New Mexico Public
Employees Retirement Association (PERA) SmartSave Deferred Compensation Plan, which is a supplemental 457(b) retirement
plan. This voluntary retirement savings plan is eligible to state, county and municipal employees in New Mexico, which includes
police officers, fire fighters, judges and legislators, for example. Participants have the option to save with pre-tax dollars or elect to
contribute to a Roth 457(b) using after-tax dollars. As of Sept. 30, 2019, the New Mexico PERA SmartSave Deferred Compensation
Plan had more than 22,000 participants representing approximately $632 million in assets under administration. The plan transitioned
to Voya at the beginning of Oct. 2019.As part of its commitment to advancing the retirement readiness of all Americans, Voya will
provide plan members with localized support and access to industry-leading educational tools and resources. These include Voya’s
myOrangeMoney® retirement-income-estimating capabilities and participant website experience, as well as communication and
education programs designed to engage and motivate employees to save and achieve their financial wellness needs.
https://corporate.voya.com/newsroom/news-releases/voya-selected-new-service-provider-new-mexico-pera-smartsave-deferred
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