Aimee Yasmin Truesdale

Columbia Threadneedle Asset Managers Ltd. (CTAM) is an asset management firm headquartered in London, UK. The firm was founded in 1990 as F&C Asset Managers Ltd. and renamed BMO Asset Managers Ltd. in 2018. They changed their name to Columbia Threadneedle Asset Managers Ltd. when BMO rebranded to Columbia Threadneedle Investments in 2022. The firm is a subsidiary of Columbia Threadneedle AM (Holdings) Plc, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. CTAM manages a range of in-house and multi-manager funds for private individuals and institutional clients.

M&G Investment Management Ltd. (MAGIM) is the asset management subsidiary of MG FA Ltd., ultimately owned by M&G Plc (LON: MNG) in Great Britain. Formerly known as Prudential Investment Management Ltd., the firm was founded in 1968 and is headquartered in London. MAGIM provides investment management for a broad range of clients, with a product range that includes segregated mandates for institutions as well as retail mutual funds for individuals.

Schroder Investment Management Ltd. (SIM) is the wholly-owned asset management subsidiary of Schroder International Holdings Ltd., ultimately held by Great Britain-based Schroders Plc (LSE: SDR, ADR: SHNWY). Established in 1985, SIM is headquartered in London and caters to a range of clients such as corporations, insurance firms, local and public authorities, charities, pension funds, high net-worth individuals and retail investors.

Newton Investment Management Ltd. (Newton) is the wholly-owned, Great Britain-based investment management subsidiary of Newton Management Ltd., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK) (BNY Mellon) in the US. The firm was founded in 1978 as a joint venture with Scottish insurance broker Reed Stenhouse. In 1986 they were acquired by Alexander & Alexander and were renamed Newton Investment Management. Headquartered in London, Newton provides investment products and services to a wide range of clients, such as pension funds, charities, corporations and individuals (via BNY Mellon). Newton is a signatory to the UN Principles for Responsible Investment (PRI).

Citigroup Global Markets Ltd. (CGML) is an international broker-dealer firm headquartered in London, UK. The firm was founded in 1983 and is a subsidiary of Citigroup Global Markets Holdings Bahamas Ltd., ultimately held by Citigroup, Inc. (NYSE: C) in the US. CGML has a major presence in the international financial markets as a dealer, market-maker and underwriter in equity and fixed income securities and offers risk-based solutions to producers and investors in commodity markets. They also provide corporate finance services to a wide range of corporate, institutional and government clients. Their trading activities encompass cash, exchange traded and OTC derivative markets.

GAM Investment Management (Switzerland) AG (GAM Switzerland) is an asset management firm headquartered in Zurich, Switzerland. The firm was founded in 1983 and is owned by GAM Holding AG (SWX: GAM, ADR: GMHLY). GAM Switzerland provides active investment solutions and products for institutions, financial intermediaries and private investors.

Matthews International Capital Management LLC (dba Matthews Asia) is an independent SEC-registered investment advisor and mutual fund manager headquartered in San Francisco, California. The firm was founded by Paul Matthews in 1991. Matthews Asia manages portfolios for institutional clients, pension and profit-sharing plans, insurance companies, endowments and foundations and other business entities around the world. Institutional clients include funds registered under the laws of Luxembourg, United Kingdom, Ireland and Canada.

JPMorgan Asset Management (UK) Ltd. (JPMAM-UK) is the wholly owned, Great Britain-based investment arm of JPMorgan Asset Management International Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. The firm was founded in 1974 and formerly known as JPMorgan Fleming Asset Management. They changed their name to JPMorgan Asset Management UK Ltd. in 2005. Headquartered in London, JPAM-UK provides investment advisory services to institutional clients, both US and non-US.

Baring Asset Management Ltd. (Barings UK) is the Great Britain-based subsidiary of Barings Europe Ltd., ultimately held by Massachusetts Mutual Life Insurance Co. in the US. Barings traces its origins to 1762 when it was founded in London as a firm of merchants and merchant bankers. They were an asset management pioneer in the UK and set up an Investment Department in 1955. In 1989, all of Barings' asset management activities were consolidated within Baring Asset Management. Headquartered in London, the firm manages assets on behalf of pension funds, pooled vehicles, governments, charities and high-net worth individuals. Barings UK offers a wide range of equity and fixed-income mutual funds in both domestic and international markets. They are a socially responsible investor which takes environmental and socially responsible investment issues into account and seek guidance from clients.

abrdn Alternative Investments Ltd. (AAI) is the wholly owned asset management subsidiary of Aberdeen Asset Investment Group Ltd. and their ultimate parent is abrdn Plc (LON: ABDN, ADR: SLFPF) in Great Britain. Formerly held by Lloyds Banking Group plc (LSE: LLOY), Aberdeen Asset Management plc entered into a strategic alliance with Lloyds Banking Group plc in 2013, acquiring AAI and their related private equity and infrastructure fund management businesses. Formerly known as Aberdeen Asset Investments Ltd., the firm was founded in 1964 and is headquartered in London. AAI provides investment solutions to private individuals, financial institutions, charities, investment trusts and corporate and local government pension funds in Great Britain and worldwide.

Threadneedle Asset Management Ltd. (Threadneedle AM) is the wholly-owned global asset management subsidiary of TC Financing Ltd., ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. Headquartered in London, the firm was founded in 1994 and manages assets for a range of clients which includes pension schemes, insurance companies, private investors and corporations. Threadneedle AM is a socially responsible investor which believes they have a responsibility to, and will benefit from, exercising environmental and social stewardship throughout their firm.

Nomura Asset Management U.K. Ltd. (NAM-UK) is the Great Britain-based alternative investment management subsidiary of Nomura Asset Management Co., Ltd., which is owned by Nomura Holdings, Inc. (TYO: 8604; NYSE: NMR) in Japan. Headquartered in London, the firm was founded in 1984 as Nomura Investment Management Co., Ltd. NAM-UK manages funds for institutional clients worldwide, which includes government agencies, public and private pension funds, multinational corporations, insurance companies and financial institutions.

JPMorgan Securities Plc is a brokerage firm headquartered in London, UK. The firm was founded in 1992 and is a wholly-owned subsidiary of JP Morgan Capital Holdings Ltd., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. JPMorgan Securities provides market research, proprietary pricing data and analytics, and trade execution across multiple asset classes such as credit, equities and FX. They help institutional investors, traditional and alternative asset and fund managers, broker dealers and equity issuers meet the demands of changing markets.

Sanford C. Bernstein Ltd. is a securities brokerage firm headquartered in London, UK. They are a subsidiary of Alliancebernstein Corp. of Delaware, ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. Founded in 1999, the firm provides fundamental research and full service execution services to institutional clients globally. They offer bottom-up coverage and portfolio strategies supported by sophisticated quantitative tools.

DWS Investments (UK) Ltd. (DWS UK) is a hedge fund manager headquartered in London, UK. The firm is a subsidiary of Deutsche Asset Management Holding SE, ultimately held by Deutsche Bank AG (ETR: DBK, NYSE: DB) in Germany. Created in the mid-1990s as a department within Deutsche Bank, the firm was founded in 2004. Formerly known as Deutsche Asset Management (UK) Ltd., the firm changed their name to DWS Investments UK Ltd. in 2018. DWS UK provides investment management services for retail, institutional and wealth management clients.

Edison Investment Research Ltd. (Edison) is an investment research, investor relations and consulting firm headquartered in London, UK. The firm was founded by Stephen Rogers and Fraser Thorne in 2003. They are a subsidiary of Edison Global Ltd. Edison provides investment research to international investors, advisors and stakeholders.

HSBC Bank Plc (Broker) (HSBC Bank-Broker) is the broker/dealer division of HSBC Bank Plc, which is owned by HSBC Holdings Plc (LON: HSBA; NYSE: HSBC) in Great Britain. Headquartered in London, HSBC Bank-Broker was founded in 1880 and offers bespoke brokerage services across every major asset class for their corporate and institutional clients.

BlackRock Investment Management (UK) Ltd. (BIM-UK) is an investment management firm headquartered in London, UK. The firm is a subsidiary of BlackRock Finance Europe Ltd., ultimately owned by BlackRock, Inc. (NYSE: BLK) in the US. BIM-UK was founded in 2006 following the merger of Merrill Lynch Investment Managers and BlackRock. In 2009, BlackRock merged with Barclays Global Investors, including the iShares exchange traded funds business. The combined firm operates under the BlackRock name and has retained the iShares brand. BIM-UK manages a family of mutual funds and acts as sub-advisor to other mutual and pension funds. They also offer alternative investments and managed accounts for individual and institutional clients.

Jupiter Investment Management Group Ltd. provides investment management services. The firm operates as fund management group for private and institutional investors. The company was founded in 1985 and is based in London, the United Kingdom.

Part of Invesco Ltd., Source UK Services Ltd. is a company that provides fund management services. Source UK Services Ltd. is based in London, UK. Source UK Services was acquired by Invesco Ltd. on August 18, 2017 for $500 million. The CEO of the British company is Marco Mautone.

Part of Naeem Holding Co., NAEEM Shares & Bonds is an Emirati company that provides brokerage services. The company is based in Dubai, United Arab Emirates. Sherif El-Khadem has been the CEO of the company since 2006.

Part of Franklin Resources, Inc., Martin Currie, Inc. is a sustainable investment company based in Edinburgh, UK. Martin Currie offers an impact-focused and actively managed strategy, investing in a concentrated, long-only, long-term portfolio of sustainable investments. The British company is committed to being a truly diverse, inclusive, and equitable company, with its people at the heart of its business. The company was founded in 1978. Julian David Frederick Ide has been the CEO of the company since 2018.

Franklin Templeton Fund Management Ltd. (FTFML) is the fund management subsidiary of Franklin Templeton Global Investors Ltd., ultimately held by Franklin Resources, Inc. (NYSE: BEN) in the US. The firm was founded in 1985 and formerly known as Rensburg Fund Management Ltd. In 2011, they were acquired by Franklin Templeton and were renamed Franklin Templeton Fund Management Ltd. Headquartered in London, FTFML offers a range of equity and fixed-income funds that covers different market sectors, geographical areas and asset classes for institutional investors, and segregated account and sub-advisory services for those with specific requirements.

Quilter Investors Ltd. is the investment management subsidiary of Quilter Plc (JSE, LON: QLT) in Great Britain. Formerly known as Old Mutual Investment Management Ltd., the firm was founded in 2001 as Skandia Investment Services Ltd. and changed their name in 2012 when Skandia merged with Old Mutual. They became Quilter Investors in 2018. Headquartered in London, Quilter Investors manages funds, segregated mandates and hedge fund structures on behalf of retail, wholesale, institutional and internal customers.

EdenTree Investment Management Ltd. (EdenTree) is an investment management firm headquartered in London, UK. The firm was founded in 1988 as Ecclesiastical Buildings Fire Office to protect the Anglican Church. EdenTree was a wholly owned subsidiary of Benefact Group Plc until January 2023 when the entire ordinary issued share capital of the firm was transferred to EdenTree Holdings Ltd. (EHL) as part of the Group wide restructuring. They are ultimately owned by Benefact Trust Ltd. EdenTree provides a broad range of insurance, financial services and risk management solutions to meet the specific needs of its customers and business partners, which includes charities and heritage property owners. They manage the EdenTree Investment Funds for charities, designed to meet the needs of the UK Church and Charity investors.

Meridian Street Capital LLC (Meridian Street Capital) is a venture capital firm founded in 2016. The firm is headquartered in New York.

Long Walk Management LP (Long Walk) is an independent registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. Long Walk provides discretionary asset management services for pooled investment vehicles in a master-feeder structure and to separately managed accounts.

Marathon Asset Management Ltd. (dba Marathon-London) is an independent investment management firm headquartered in London, UK. The firm was founded by Neil M. Ostrer in 2019. Marathon-London provides discretionary investment management services to corporate pension and profit-sharing plans, charitable institutions, foundations, educational institutions, endowments, state and government entities such as sovereign funds, registered mutual funds, pooled investment vehicles such as non-US funds which includes undertakings for collective investment in transferable securities, alternative investment funds plus other institutional investors and corporations.

Neucruit Ltd. develops a patient management platform for the healthcare industry. The company is based in London, UK. The British company was founded in 2019. Livia Ng has been the CEO of the company since 2019.