Jonathan Wild

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.

Stoneware Capital LLP (Stoneware) is an independent alternative investment manager headquartered in London, UK. The firm was founded by Richard Rothwell in early 2006 to manage an offshore global equity long/short hedge fund. Stoneware manages a wide range of investment strategies in their capacity as AIFM or investment manager.

Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.

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.

BlackRock Advisors (UK) Ltd. (BlackRock UK) is the Great Britain-based investment management subsidiary of BlackRock Finance Europe Ltd., ultimately held by BlackRock, Inc. (NYSE: BLK) in the US. The firm was founded in 1964 and formerly known as Barclays Global Investors Ltd. Headquartered in London, BlackRock UK manages a range of investment products for various UK and continental European clients including defined benefit and defined contribution pension plans, insurance companies, educational and nonprofit organizations, local government entities, and individual and families.

BlackRock Investment Management (UK) Ltd. (BIM-UK) is an investment management firm headquartered in London, UK. They are a subsidiary of BlackRock Finance Europe Ltd., ultimately owned by BlackRock, Inc. (NYSE: BLK) in the US. The firm was founded in 2006 following the merger of Merrill Lynch Investment Managers and BlackRock. In 2009, BlackRock merged with Barclays Global Investors, which includes 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.

Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

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 Alternative Investments Ltd. (AAI) is the wholly owned asset management subsidiary of Abrdn Investments Group Ltd., ultimately owned by abrdn Plc (LSE: ABDN, ADR: SLFPF) in Great Britain. The firm was founded in 1964 and formerly known as Aberdeen Asset Investments Ltd. 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.

Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates.

40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies.

JPMorgan Private Investments, Inc. (JPMPI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1991 and is a wholly-owned subsidiary of JPMorgan Chase Holdings LLC, ultimately held by JPMorgan Chase and Co. (NYSE: JPM). JPMPI provides advisory services to open-end and closed-end Registered Investment Companies (RICs); private investment funds organized as limited partnerships, limited liability companies, or offshore companies; and various wrap fee programs offered through an affiliate, JPMorgan Securities LLC (JPMS).

Deutsche Bank AG (Deutsche Bank UK) is the UK-based securities brokerage division of Deutsche Bank AG (ETR: DBK) in Germany. The firm is headquartered in London and was founded in 1873. Deutsche Bank provides brokerage services to companies and institutions.

Martin Currie Investment Management Ltd. (MCIM) is the Great Britain-based investment management subsidiary of Martin Currie Ltd., ultimately held by Franklin Resources, Inc. (NYSE: BEN) in the US. The firm was founded in 1978 and is headquartered in Edinburgh. MCIM performs investment management, dealing, investment support, sales and marketing and platform functions for the Martin Currie group. The firm manages active-equity portfolios for a global client base of financial institutions, charities, foundations, endowments, pension funds, family offices, government agencies and investment funds.

Santander Asset Management UK Ltd. (SAM-UK) is an asset manager headquartered in Glasgow, UK. The firm was founded in 1987 and formerly known as Scottish Mutual Portfolio Managers Ltd. and Abbey National Asset Managers Ltd. They are a wholly-owned subsidiary of SAM Investment Holdings SL, owned by Banco Santander SA (NYSE, BME: SAN) in Spain. SAM-UK manages funds on behalf of other Santander group entities as well as retail investors. The firm also manages a small number of segregated corporate portfolios.

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. The firm was formerly known as Deutsche Asset Management (UK) Ltd. and changed their name to DWS Investments UK Ltd. in 2018. DWS UK provides investment management services for retail, institutional and wealth management clients.

Waverton Investment Management (Waverton) is the Great Britain-based investment management subsidiary of Waverton Investment Management Group Ltd., ultimately held by Somers Ltd. (BSX: SOMS) in Bermuda. The firm was founded by Richard Hambro in 1986 as J.O. Hambro Investment Management Ltd. They changed their name to Waverton Investment Management Ltd. in 2014. Headquartered in London, Waverton provides discretionary investment management services to private clients such as individuals, charities, trusts and collective investment schemes (funds).

DWS Investments Singapore Ltd. (DWS-SG) is the Singapore-based asset management subsidiary of Deutsche Asia Pacific Holdings Pte Ltd., ultimately held by Deutsche Bank AG (ETR: DBK; NYSE: DB), a multinational investment bank and financial services company headquartered in Frankfurt, Germany. The firm was founded in 1987 and was formerly known as Deutsche Asset Management (Asia) Ltd. They changed their name into DWS Investments Singapore Ltd. in 2019. DWS-SG offers investment management services to individuals and institutional clients throughout Asia, and distributes a range of investment products managed within the parent group. The Singapore office is the center of excellence for all Asian investment operations outside Japan and manages Asian investments (excluding Japan) for a worldwide clientele. They also manage Singapore-domiciled unit trusts.

Manulife Investment Management (Singapore) Pte Ltd. (MIM-SG) is the asset management subsidiary of Manulife Financial Asia Ltd., ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC) in Canada. Headquartered in Singapore, the firm was founded in 2007 as Manulife Asset Management (Singapore) Pte Ltd. and rebranded their name into Manulife Investment Management (Singapore) Pte Ltd. in 2019. MIM-SG is the hub for wealth management in Asia which provides comprehensive asset management solutions for pension plans, foundations, endowments, financial institutions and other institutional investors worldwide, as well as for Manulife and John Hancock’s wealth management and retirement products.

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

North of South Capital LLP (North of South) is an independent alternative investment manager headquartered in London, UK. The firm was founded by Matthew A. Linsey in 2004. North of South provides discretionary investment management services as a sub-adviser to separately managed accounts and pooled investment vehicles.

abrdn Investments Ltd. (aIL) is an asset management firm headquartered in Midlothian, UK. The firm was founded in 1987 and formerly known as Aberdeen Asset Managers Ltd. They are a wholly-owned subsidiary of abrdn Holdings Ltd., wholly-owned by abrdn Plc (LON: ABDN). aIL provides their clients with discretionary and non-discretionary asset management and related services across a broad range of investment strategies and asset classes. They also offer an alternative platform which encompasses multi-manager research, selection and portfolio management for hedge funds strategies.

Sarasin & Partners LLP (Sarasin) is a global investment manager headquartered in London, UK. The firm was founded in 1983 and formerly known as Sarasin Investment Management Ltd. They are a subsidiary of SIM Partnership (London) Ltd., ultimately held by JS International Holdings Ltd. in The Bahamas. Sarasin invests thematically and responsibly on behalf of charities, private clients, institutions and investment professionals.

Credit Suisse Asset Management Ltd. (CSAM) is the wholly-owned, Great Britain-based asset management subsidiary of Credit Suisse Asset Management (UK) Holding Ltd., itself a subsidiary of Credit Suisse Group AG (SWX: CSGN, NYSE: CS) in Switzerland. Founded in 1982, the firm is headquartered in London and offers a wide range of investment products and functions across asset classes and investment styles for various clients including governments, institutions, corporations and private individuals.

Ignis Investment Services Ltd. (IIS) is the asset management subsidiary of Ignis Asset Management Ltd., ultimately held by abrdn Plc (LON: ABDN, ADR: SLFPY) in Great Britain. Headquartered in Edinburgh, the firm was formed following the 2008 merger of Resolution Asset Management and Axial Investment Management. They can trace their origins since 1986. IIS offered tailor-made and pooled solutions for small- to medium-sized pension schemes. Their clients include large corporate pension schemes, charities and life companies along with other strategic partners. They cater to UK retail, institutional and international clients.

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.