Economic ROE01
18.1%
▲ 1.3 pp vs. current
C-suite command centre
Enterprise Balance Sheet Management
One connected view across earnings, capital, value and risk.
Data as of Aug 28, 2026 · 15:30 ET
● All systems nominal
Capital Ratio02
188.5%
▲ 10.5 pp vs. current
Net Income03
1,057$m
▲ $83m vs. current
Economic Value04
6,876$m
▲ 3.4% vs. current
PVDE05
5,659$m
▲ 2.7% vs. current
Core Earnings06
958$m
▲ 5.2% vs. current
Enterprise risk exposure
Tested exposure relative to approved limit
Interest rate
68%
Credit spread
76%
Credit default
57%
Currency
42%
Market
63%
Liquidity
51%
Mortality
48%
Lapse
61%
Operational
36%
Return & capital drivers
Numerator and denominator transparency
188.5%Capital ratio
ROE numerator$1,057m
Average equity$5,841m
Available capital$5,075m
Required capital$2,692m
Capital requirement
Diversified economic capital by risk
Market31%
Insurance24%
Credit17%
Liquidity14%
Operational9%
Other5%
Illustrative market feed
12-month composite market conditions
104.8
▲ 2.6% MTDMarket conditions index
10Y Treasury4.18%−4 bps
IG spread92 bps−3 bps
Equity vol15.7−0.8
Optimization surface
Expected ROE against economic capital usage
Current · 16.8%
Tested · 18.1%
Capital utilization →Expected ROE →
Strategic asset allocation
Current portfolio versus tested position
Expected total return6.4%
Actual investment income$2.93B
Asset classCurrentTested
Investment-grade bonds32%27%
Private credit ↗18%23%
High-yield bonds10%10%
Equities8%9%
Real assets6%6%
Cash & short duration6%5%
Other / alternatives20%20%
Illustrative static prototype. Figures are mock data and do not represent an actual insurer, portfolio, recommendation or live market feed.