Across the enterprise, we continue to focus on growth while balancing disciplined expense management, investing for growth and innovation in our businesses, and returning excess capital to shareholders.

Apr 26, 2024 / CEO / receipt, needs a key / Dan Houston, CEO | earnings call 2024-04-26 | transcript 0d177700-e4a2-426c-a685-a80051703ade | chars 2569-2771 | segment 2

Across the enterprise, we continue to balance investing for growth in our businesses with disciplined expense management.

Oct 27, 2023 / CEO / receipt, needs a key / Dan Houston, CEO | earnings call 2023-10-27 | transcript f50fbe5c-9631-4a42-a107-e9e73e21218d | chars 2614-2735 | segment 2

Across the enterprise, we continue to balance investing for growth in our business with disciplined expense management, and favorable 2023 equity market performance is starting to benefit revenue in our fee-based businesses.

Jul 28, 2023 / CEO / receipt, needs a key / Dan Houston, CEO | earnings call 2023-07-28 | transcript 6cc9b49f-b223-4e78-8d5e-c90a32af3fbc | chars 2465-2689 | segment 2

We continue to align our expenses with revenues, and our full-year results reflect nearly $250 million of benefits from our expense management actions. As some of the expense savings will naturally reset in 2021, we will remain diligent in managing expenses in line with revenues.

Jan 29, 2021 / CEO / receipt, needs a key / Dan Houston, CEO | earnings call 2021-01-29 | transcript e9a052d1-7357-4681-bfdc-a9d26a284660 | chars 5053-5333 | segment 5