David J. Buckle

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.

Morgan Stanley & Co. International Plc (MSCI) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Morgan Stanley Investments (UK), ultimately held by Morgan Stanley (NYSE: MS) in the US. MSCI provides a range of brokerage services to corporations, governments and financial institutions.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world.

FIL Investment Advisors (UK) Ltd. (FIA UK) is a Great Britain-based fund management firm headquartered in Tadworth, Surrey. Founded in 1984, the firm is a wholly-owned subsidiary of FIL Holdings (UK) Limited, which in turn is a wholly-owned subsidiary of FIL Ltd. in Bermuda. FIA UK provides a range of global investment products and services to institutional accounts, mutual funds and other pooled investment vehicles.

T. Rowe Price International Ltd. (Price International) is an investment management firm headquartered in London, UK. The firm was founded in 1979 and is a subsidiary of T. Rowe Price Associates, Inc., itself a subsidiary of T. Rowe Price Group, Inc. (NYSE: TROW) in the US. They provide investment management services to a global client base. Price International is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Loomis Sayles Investments Ltd. (LSI) is an investment management firm headquartered in London, UK. The firm was founded in 2011 and is a subsidiary of Loomis, Sayles & Co. LP, ultimately held by BPCE SA in France. LSI offers a comprehensive range of investment products and services to various investors.

Insight Investment Management (Global) Ltd. (Insight) is the UK-based specialist asset management subsidiary of Insight Investment Management Ltd., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK) in the US. Headquartered in London, the firm was founded in 1964 as an in-house asset manager for the insurance assets of HBOS, and was acquired by Bank of New York Mellon Corp. in 2009. The firm provides liability-driven investment solutions, fixed-income and alternative investments for a range of clients which includes pension funds, corporates, local authorities, insurers, sovereign wealth funds, wealth managers, financial institutions and individual investors. Insight is a founding signatory of the UN Principles for Responsible Investment (UNPRI).

Putnam Investments Ltd. (PIL) is an investment management firm headquartered in London, UK. The firm was founded in 1982 and is a subsidiary of Putnam Advisory Holdings II LLC, ultimately owned by Power Financial Corp. in Canada. PIL is an active asset manager that provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

Millennium Capital Partners LLP (MCP) is an alternative investment management firm headquartered in London, UK. The firm was founded in 2005 and is a subsidiary of Millennium Capital Management Ltd., ultimately held by Millennium Management LLC in the US. MCP manages assets for high-net worth individuals, institutions, trusts, foundations, pensions, the General Partner, related Millennium entities and Millennium employees.

Fidelity Management & Research (Hong Kong) Ltd. (FMR-HK) is the Hong Kong-based, wholly-owned investment management subsidiary of Fidelity Management & Research Co., Inc. (FMRC), the mutual fund management arm of FMR LLC, an American multinational financial services corporation headquartered in Boston, Massachusetts. FMR-HK was founded in 2008 to provide research and investment advisory services for Fidelity mutual funds domiciled outside of the US. The firm sub-advises portfolios within mutual funds and investment trusts on behalf of FMRC.

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.

Mercer Ltd. is the Great Britain-based asset management subsidiary of MMC UK Group Ltd., ultimately held by Marsh & McLennan Cos., Inc. (NYSE: MMC) in the US. Headquartered in London, the firm was founded in 1970 and provides investment management services to individuals, institutional investor, non-profit/endowment, financial intermediary and family office.

Royal London Asset Management Ltd. (RLAM) is a fund management firm headquartered in London, UK. The firm was founded in 1988 and is a wholly owned subsidiary of Royal London Asset Management Holdings Ltd., itself a subsidiary of Royal London Group. RLAM offers a range of pooled investment products and provides investment management services for both the Royal London Group and a wide range of external institutions. Clients include listed companies, local authorities, universities, charities, wealth managers, financial advisers and multi-managers.

Norges Bank Investment Management (UK) (NBIM UK) is the Great Britain-based sovereign wealth management arm of Norges Bank Investment Management (NBIM), which is owned by Norges Bank, the central bank of Norway. Headquartered in London, NBIM UK was founded in 2000 to invests the international assets of the Norwegian Government Pension Fund Global, often referred to as the Norwegian oil fund.

UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients.

GLG Partners LP (GLG) is an independent alternative investment management firm headquartered in London, UK. The firm was founded in 1995 by Noam Gottesman, Pierre Lagrange and Jonathan Green as a hedge fund division within Lehman Brothers Holdings Inc. GLG offers advisory or sub-advisory services to non-US and US institutional managed accounts and pooled investment vehicles on either a discretionary or non-discretionary basis.

UBS Infrastructure Fund GP UK Ltd. provide financial and investment services. The company is headquartered in London, the United Kingdom.

Macquarie Capital (Europe) Ltd. (MCEL) is the London-based subsidiary of Macquarie Group Ltd. (SY: MQG), a global provider of banking, financial, advisory, investment and fund management services. Operating as part of the Macquarie Capital Advisers division, MCEL provides investment advisory services in the UK and in continental Europe. In relation with Macquarie Securities Group, they provide access to Asia Pacific markets for European clients. In terms of research, MCEL supplies macro-economic, markets and stock level analysis to a diverse range of clients. Their capabilities cover equity, debt, ForEx, futures, metals and mining worldwide, economics and strategy. In 2009 Macquarie Group acquired the international brokerage firm Fox-Pitt Kelton Cochran Caronia Waller LLC. The London branch Fox-Pitt, Kelton Ltd. was absorbed into MCEL.

PIMCO Europe Ltd. (PIMCO-Europe) is the Great Britain-based subsidiary of PIMCO Global Advisors LLC, ultimately held by Allianz SE (FR: ALV; ADR: AZSEY) in Germany. Established in 1997, PIMCO-Europe is headquartered in London with additional branches in Europe and global offices in Asia, Australia, and the Americas. The firm provides fixed-income investment management services to clients in Great Britain, Europe and the Middle East. In addition to corporate pension funds, their clientele includes foundations, endowments, public retirement plans, central banks and corporate treasury departments. They also serve retail and high-net worth individuals. PIMCO Europe manages discretionary accounts, institutional funds and mutual funds. The firm is involved in the institutional wholesale business, and sub-advises portfolios for third-party fund-of-fund managers.

Arcus Investment Ltd. (Arcus) is a boutique-sized asset management firm which was established in 1998 and is headquartered in London. In addition to the London office, Arcus has affiliates in Tokyo (Arcus Research Ltd.) and Hong Kong Arcus Investment Asia Ltd.. Arcus manages the Arcus family of funds, which includes alternative products as well as traditionally managed funds.

Amundi Ireland Ltd. is an asset management firm headquartered in Dublin, Ireland. The firm was founded in 1994 and formerly known as Pioneer Investment Management Ltd. They are a subsidiary of Amundi Asset Management SA, ultimately held by SAS Rue la Boétie’s Credit Agricole SA (EPA: ACA, ADR: CRARY) in France. Amundi Ireland develops financial solutions and services for its corporate and institutional clients worldwide.

Lansdowne Partners (UK) LLP (Lansdowne) is the alternative investment management subsidiary of Lansdowne Partners Ltd., itself a subsidiary of Lansdowne Partners International Ltd. in the Cayman Islands. The firm is headquartered in London and was founded in 1998. Lansdowne provides investment advisory services on a discretionary basis to their clients, which includes commingled investment vehicles intended for institutional investors and other sophisticated investors and investment vehicles formed for particular investors and separately managed accounts for sophisticated financial institutions, including registered investment companies. Lansdowne is a signatory to the United Nations Principles of Responsible Investing (UNPRI).

Part of UBS Group AG, UBS Global Asset Management Holding Ltd. functions as a holding British company. The company is based in London, UK. It was founded in 1988.

Part of UBS Group AG, UBS Global Asset Management Holding (No. The company is based in London, UK. The British company provides guidance for future investments and financial goals. The company's services include spotting suspicious emails, text messages, and calls, and providing the best way to deal with them. 2) Ltd. is a financial management company founded in 1998.

Goldman Sachs Asset Management International (GSAMI) is the Great Britain-based asset management subsidiary of Goldman Sachs Asset Management International Holdings Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm is headquartered in London and was founded in 1990. GSAMI is the hub of Goldman Sachs' European activities, which include investment banking, trading, asset management and securities services. Their clients include individuals, families and family entities, banks and thrift institutions, pooled investment vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, insurance companies, corporations, and other business entities.

Neuberger Berman AIFM Ltd. (Neuberger Berman) is a private equity firm, a subsidiary of NB Alternatives Advisers LLC founded in 2015. The firm is headquartered in London, United Kingdom.

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.

GIA Surveyors Ltd is a British company that specializes in Rights of Light, Daylight and Sunlight, Party Wall and Neighbourly matters and Building Consultancy. The company is based in London, UK. The company is industry leaders in this field and provide expert consultant surveyors. The company was founded in 1993. The CEO is Sam Bartrum Wallis.

Jefferies International Ltd. (JIL) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Jefferies Holdings II Ltd., ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF) in the US. JIL provides broking services to various investors.

Julius Baer International Ltd. (JBI) is the Great Britain-based wealth management subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. The firm was founded in 1968 and is headquartered in London. JBI provides advisory services related to asset management and financial planning for private clients.

TT International Asset Management Ltd. (TT International) is the Great Britain-based asset management subsidiary of SMBC Asset Management Services (UK) Ltd., which is owned by Sumitomo Mitsui Financial Group, Inc. (TYO: 8316) in Japan. Headquartered in London, the firm was founded in 2019 and manages investment portfolios of equity long-only and long/short strategies for institutional investors.