Jeff S. Morton

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Caxton Associates LP (Caxton) is an independent, SEC- registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded as the successor to Caxton Corp., which was founded in 1983 by Bruce Kovner. Caxton serves directly or indirectly as general partner, manager or advisor to several domestic and foreign private investment funds, and as a trading advisor to several foreign private investment funds.

Baillie Gifford & Co. is an independent, global investment management firm headquartered in Edinburgh, UK. The firm was founded in 1908 and is wholly-owned by their partners. Baillie Gifford manages assets for pension funds, institutions, corporates, foundations, charities and retail investors. They are a socially responsible investor which works with their fund managers to assess ESG concerns both before and after investing in companies.

Merrill Lynch International (MLI-UK) is a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. MLI-UK provides brokerage services to individual and retail clients.

UBS Asset Management (UK) Ltd. (UBS-UK) is the Great Britain-based investment subsidiary of UBS Asset Management Holdings Ltd., itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Founded in 1981 as Phillips & Drew Investment Management Ltd., the firm merged with UBS Asset Management in 2000 to form UBS Asset Management Ltd., which became UBS Global Asset Management (UK) Ltd. in 2002. They changed their name to UBS Asset Management (UK) Ltd. in 2015. Headquartered in London, UBS-UK provides asset management services to corporate and public pension plans, sovereign institutions, endowments and municipalities, charities, insurance companies, wholesale intermediaries, financial institutions, and private clients.

abrdn Investment Management Ltd. (AIM) is the wholly-owned investment management subsidiary of Standard Life Investments Holdings Ltd., itself a wholly-owned subsidiary of abrdn Plc (LON: ABDN) in Great Britain. Formerly known as Standard Life Investments Ltd., the firm was founded in 1990 as the dedicated investment arm of the Standard Life group. Headquartered in Edinburgh, AIM is a socially responsible investor which offers Standard Life Ethical Funds for investors concerned about environmental and social issues. Their flagship is the UK Select Fund.

BNP Paribas (London Branch) is the Great Britain-based brokerage division of BNP Paribas SA (EPA: BNP) in France. The firm is headquartered in London and was founded in 1986. BNP Paribas (London Branch) offers a wide range of products and services to corporate, institutional, commodities, market making and broking clients.

Railway Pension Investments Ltd. (dba Railpen) is a pension fund management firm headquartered in London, UK. The firm was founded in 1980 and is a subsidiary of the Railway Pension Trustee Co. Ltd., which is owned by Railway Holdings Ltd. Railpen is solely responsible for the administration, safekeeping and investment of the Railways Pension Schemes’ assets on behalf of members who are connected to the railway industry.

Franklin Templeton Investment Management Ltd. (FTIML) is the Great Britain-based global investment management subsidiary of Franklin Templeton Global Investors Ltd., itself a subsidiary of Franklin Resources, Inc. (NYSE: BEN) in the US. Founded in 1985, FTIML is headquartered in London and provides investment advisory and portfolio management services to clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as Separate Accounts for institutional and high net-worth clients.

Nikko Asset Management Europe Ltd. (Nikko AME) is a fund management firm headquartered in London, UK. The firm was founded in 1984 and is a subsidiary of Nikko AM Global Holdings Ltd., ultimately held by Sumitomo Mitsui Trust Holdings, Inc. (TSE: 8309) in Japan. Nikko AME manages investment products for institutional investors as well as pooled investment vehicles, which includes Japanese Investment Trusts, US registered investment companies, insurance companies and Nikko AM group affiliates.

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.

NatWest Markets Plc (Investment Management) (NWM-IM) is the investment management division of NatWest Markets Plc, a wholly-owned subsidiary of NatWest Group Plc (LON: NWG) in Great Britain. The firm was founded in 1984 and formerly known as The Royal Bank of Scotland Plc. Headquartered in London, NWM-IM offers debt financing, risk management and trading solutions to UK-connected high-net-worth individuals.

State Street Global Advisors Ltd. (SSGAL) is an investment management firm headquartered in London, UK. Founded in 1990, the firm is a wholly-owned subsidiary of State Street Global Advisors International Holdings Inc., ultimately held by State Street Corp. (NYSE: STT) in the US. SSGAL offers a variety of asset management solutions to pension funds, investment management companies, insurance companies, central banks, and family offices.

Aviva Investors Global Services Ltd. (AIGSL) is the wholly-owned asset management subsidiary of Aviva Investors Holdings Ltd., ultimately held by Aviva plc (LSE: AV, ADR: AV) in Great Britain. Previously known as Morley Fund Management Ltd., the firm was founded in 1973, merged with Norwich Union Investment Management Ltd. in 2000 and underwent restructuring in 2008. Headquartered in London, AIGSL provides investment management services and related advisory to various subsidiaries of the Aviva Group and external clients such as retail funds, pension funds, and other institutional investors.

Legal & General Investment Management Ltd. (LGIM) is a fund management firm headquartered in London. The firm was founded in 1970 and is a wholly-owned subsidiary of Legal & General Investment Management (Holdings) Ltd., which is owned by Legal & General Group plc (LSE: LGEN, ADR: LGGNY). LGIM provides investment management services to pension funds, institutional and private clients. Their clients are primarily in Great Britain, and marginally in the US though their Chicago-based subsidiary LGIM America, which established in 2006.

HSBC Global Asset Management (UK) Ltd. (HSBC GAM-UK) is the wholly owned asset management subsidiary of HSBC Global Asset Management Ltd., ultimately part of HSBC Holdings plc (LON: HSBA, ADR: HSBC) in Great Britain. Headquartered in London, HSBC GAM-UK was founded in 1985 and acts as a discretionary investment manager that offers a wide range of investment solutions across equity, fixed income, liquidity and multi-asset strategies. Their clients include the Group’s retail and private banking customers, financial intermediaries and distributors and institutions.

Odey Asset Management LLP (OAM) is the Great Britain-based, alternative investment management subsidiary of Odey Asset Management Group Ltd., itself a subsidiary of Odey Holdings AG in Switzerland. The firm was founded by Crispin Odey in 1991 as Odey Partners LLP. Headquartered in London, OAM provides investment advice to hedge funds, funds of hedge funds, retail and institutional mutual funds and their affiliated collective investment schemes. They also offer investment advice through its managed accounts to banks and thrift institutions, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and high net-worth individuals.

Milton Keynes Parks Trust Ltd. operates as an independent charity that cares for many of Milton Keynes parks and green spaces. It oversees river valleys, woodlands, lakesides, parks, and landscaped areas. The company was founded in 1992 and is headquartered in Milton Keynes, the United Kingdom.

Western Asset Management Co. Ltd. (Western Asset UK) is the Great Britain-based investment management subsidiary of Legg Mason Global Holdings Ltd., ultimately held by Franklin Resources, Inc. (NYSE: BEN) in the US. Founded in 1986, Western Asset UK is headquartered in London and devotes all their resources to fixed-income investment management and client services for a range of global clients across a variety of mandates.

BlackRock (Singapore) Ltd. (BSL) is the investment management subsidiary of BlackRock (Singapore) Holdco Pte Ltd., ultiamately held by BlackRock, Inc. (NYSE: BLK) in the US. Headquartered in Singapore, BSL manages assets for institutional clients, pooled investment vehicles and US-registered investment companies.

BlackRock Financial Management, Inc. (BFM) is a registered investment advisor headquartered in New York City. The firm was founded in 1994 and is a direct subsidiary of BlackRock Holdco 2, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFM manages assets for institutional and high net-worth clients, separate accounts, pooled investment vehicles, private investment funds and US registered investment companies.

FIL Investment Management (Singapore) Ltd. (FIL Singapore) is the Singapore-based investment management subsidiary of FIL Ltd., a privately-owned group headquartered in Bermuda. Founded in 2003, FIL Singapore offers segregated management, pooled funds and advisory mandates to institutional investors. Their areas of expertise include global government and corporate bond strategies, Asia Pacific equity strategies, global equity strategies and global equity/bond balanced strategies.

The Investment Association provides investment services. It also offers trainings and seminars. The company was founded on October 13, 1959 and is headquartered in London, the United Kingdom.

The Institute of International Finance, Inc. operates as a financial institute. The company's members include commercial and investment banks, insurance companies, and investment management firms. It provides stocks, bonds, mutual & financial funds, and other investments services. The company was founded in 1983 and is headquartered in Washington, DC.

AllianceBernstein Ltd. (ABL) is the Great Britain-based, global investment management subsidiary of AllianceBernstein Preferred Ltd., ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. Headquartered in London, the firm was founded in 1990 by David Andrew Steyn. ABL provides investment management and research services to public and private sector institutional clients, retirement and pension funds, banks, insurance companies and high-net worth individuals. They offer a family of globally distributed mutual fund portfolios across all major investment disciplines. The firm is a signatory to the UN Principles of Responsible Investment (UNPRI) and integrates ESG issues into their investment processes.

Women In Etfs supports the success of women. The private company is based in New York.

Barclays Bank Plc (Investment Management) (Barclays Bank-IM) is the investment management division of Barclays Bank Plc, the international and investment banking unit of Barclays PLC (LON: BARC; NYSE: BCS) in Great Britain. Headquartered in London, Barclays Bank-IM was founded in 1971 and provides corporate, government and institutional clients with a full spectrum of strategic advisory, financing and risk management solutions.

Knighthead Capital Management LLC (Knighthead) is an independent registered investment adviser and hedge fund manager headquartered in New York City. The firm was founded by Ara Cohen and Thomas Wagner in 2008. Knighthead provides investment advisory services to various private investment funds.

Schroder Adveq Management AG (Schroder Adveq Management) is a private equity subsidiary of Schroders Plc. The firm was founded by Bruno Raschle in 1997 and is headquartered in Zurich, Switzerland.

Founded in 1929, Merrill Lynch Europe Ltd. is a holding British company that is part of Bank of America Corp. The company is based in London, UK.

Nomura Alternative Investment Management (Europe) Ltd. (NAIM Europe) is a quantitative and structured asset management firm headquartered in London, UK. The firm was founded in 2010 and is a wholly owned subsidiary of Nomura Europe Holdings Plc, which is ultimately held by Nomura Holdings, Inc. (TYO: 8604) in Japan. NAIM Europe provides investment advisory services to financial professionals.

Intermediate Capital Group Plc (Private Equity) (ICG) is a private equity division of Intermediate Capital Group Plc founded in 1989. The firm is headquartered in London, United Kingdom.