Jason M. Josefs

Amundi Asset Management SA (Investment Management) (Amundi-IM) is the investment management division of Amundi Asset Management SA, ultimately held by SAS Rue la Boétie’s Crédit Agricole SA (EPA: ACA, ADR: CRARY) in France. It was founded in 2010 when the asset management operations of Crédit Agricole SA and Société Générale merged. Headquartered in Paris, the firm develops products for institutional clients and third-party distributors and has ties with sovereign wealth funds, pension funds, institutional funds and corporate funds. They have distribution agreements with platforms in Europe and Asia. Amundi-IM is a signatory to the United Nations Principles of Responsible Investing (UNPRI).

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.

H2O AM LLP is an alternative investment management firm headquartered in London, UK. The firm was founded in 2010 by four partners. They are a subsidiary of H2O AM (Corporate Member) Ltd., ultimately held by BPCE SA in France. H2O AM specializes in global fixed-income and global macro multi-strategy management.

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.

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).

Mirabaud Asset Management Ltd. (MAM) is the Great Britain-based subsidiary of Mirabaud SCA, itself a wholly-owned subsidiary of Mirabaud Partners & Cie in Switzerland. The firm was founded by Philip Watson in 1982 as TWH Management, later taken over by Mirabaud Pereire Holdings. Headquartered in London, MAM provides a focused and specialized range of investment solutions to institutional and wholesale investors on a global basis.

Société Générale Gestion SA (S2G) is the wholly-owned asset management subsidiary of Amundi Asset Management SA, itself a subsidiary of Crédit Agricole SA (EPA: ACA, ADR: CRARY) in France. The firm was founded in 2006 and is headquartered in Paris. They are the successor to SGAM-Société Générale Asset Management SA, founded in 1997 to take over the asset management activities of Société Générale. In 2009 SGAM absorbed their alternative management subsidiary, Barep Asset Management SA. S2G has specific expertise in employee savings plan management and manages discretionary accounts as well as a range of comingled products. Their clients are French companies and institutions, including associations.

Premier Fund Managers Ltd. (PFM) is the wholly-owned fund management subsidiary of Premier Investment Group Ltd., ultimately held by Premier Miton Group Plc (LON: PMI) in Great Britain. The firm was founded in 1988 and is headquartered in Guildford. PFM manages a range of authorized UK and offshore funds and provides tailor made discretionary management services for private and corporate clients including professional advisers, retail investors, institutions and charities.

Société Générale SA (UK) (Société Générale UK) is the Great Britain-based brokerage division of Societe Generale SA (XP: GLE, ADR: SCGLY) in France. Headquartered in London, Société Générale UK was founded in 1993 and provides broking services.

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.

Fitch Ratings Ltd. (FRL) is an investment research firm headquartered in London, UK. The firm was founded in 1977 and is a subsidiary of Fitch Ratings, Inc., ultimately held by The Hearst Family Trust in the US. FRL provides research and specialized ratings of services to residential and commercial mortgages, asset managers and managed funds. They also publish quantitatively based ratings such as Q-IFS ratings.

Aegon Asset Management UK PLC (Aegon AM UK) is the asset management subsidiary of Aegon Asset Management UK Holdings Ltd., ultimately owned by AEGON NV (AMS: AGN) in The Netherlands. The firm's roots date to 1831 when the Scottish Equitable Life Assurance Society was established. In 1994, Scottish Equitable sold a significant minority stake to Aegon NV, becoming a wholly-owned subsidiary in 1998. In 2001, the firm was re-branded as AEGON Asset Management and changed their name to Kames Capital in 2011. They became Aegon Asset Management UK PLC in 2020. Headquartered in Edinburgh, Aegon AM UK manages assets on behalf of clients internationally, which includes public funds, pension plans, financial institutions, endowments, foundations, wealth managers, family offices and individuals. The firm is a signatory to the United Nations Principles for Responsible Investment (UNPRI).

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.

Aviva Investors (Infrastructure) (Aviva Investors) is a private equity firm founded in 2015. The firm is headquartered in London, UK.

Part of Aviva Plc, Aviva Investors Pip Solar PV No.1 Ltd. is an investment holding British company. The company is based in London, UK. Founded in 2015, it functions as an investment holding company.

RWC Asset Management LLP (RWC) is the alternative asset management subsidiary of RWC Partners Ltd. in Great Britain. The firm was founded by John H. Innes in 2007 as MPC Asset Management LLP. Headquartered in London, RWC primarily provides discretionary investment advisory services to pooled investment vehicles as well as separately managed accounts.

Part of Legal & General Group Plc, LGIM International Ltd. is a British company that provides investment advice. The company is based in London, UK and was founded in 2011.

Aviva Investors (Private Equity) is private equity arm of Aviva Plc. headquartered at UK.

AXA Investment Managers UK Ltd. (AXA IM-UK) is the UK-based investment subsidiary of AXA Framlington Group Ltd., itself a subsidiary of AXA SA (XP: CS, ADR: AXAHY) in France. The firm is headquartered in London and was founded in 1979. AXA IM-UK manages a diverse range of pooled funds and offers tailor-made investment products for liability management. They specialize in institutional pension fund management and individual retirement savings products.

Part of Aviva Investors Infrastructure Income LP, Aviva Investors Infrastructure Income No.6 Ltd. is an investment holding British company. The company is based in London, UK and was founded in 2017.

Part of Mill Holdings Ltd., NUPP (Care Technology & Learning Centres) Ltd. is a British company that leases real estate properties. The company is based in London, UK. NUPP (Care Technology & Learning Centres was founded in 1998.

Allspring Global Investments (UK) Ltd. (Allspring UK) is an asset management and holding firm headquartered in London, UK. The firm was founded by Ross Pamphilon in 1999. Prior to November 1, 2021, the firm was known as Wells Fargo Asset Management (International) Ltd. Allspring UK provides investment advisory and portfolio management services to institutional clients.

Part of Aviva Investors Infrastructure Income LP, Aviva Investors REaLM Infrastructure No. The company is based in London, UK and was founded in 2015. 2 Ltd. is a British company that provides fund management services.

Bell Asset Management Ltd. (Investment Management) (BAM-IM) is the investment management division of Bell Asset Management Ltd. The firm is a subsidiary of Bell Asset Management Holdings Ltd., which is owned by Bell Group Holdings Pty Ltd. in Australia. Headquartered in Melbourne, BAM-IM provides advice to institutional investors and to pooled investment vehicles, including the Bell Trusts. The investors in the Bell Trusts may include corporations, endowments, foundations, trusts, estates, individuals and pension and profit sharing plans.

Founded in 2016, Aviva Investors Realm Infrastructure No.5 Ltd. is a British fund management company that provides fund management services. Part of Aviva Investors Infrastructure Income LP, the company is based in London, UK.

Part of Bonheur ASA, Crystal Rig III Ltd. is a British company that engages in the management, development, and construction of wind farms. The company is based in Glasgow, UK and was founded in 2009.

Part of Bonheur ASA, Brockloch Rig Windfarm Ltd. operates and constructs wind farms. The company is based in Glasgow, UK. It was founded in 1994.

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.

Founded in 1959, Ingleby Services is a British company that provides employment services. The company is based in London, UK and is part of Gowling WLG International Ltd.

Part of Aviva Investors Infrastructure Income LP, Aviva Investors Infrastructure Income No.1 Ltd. is a British financial services company. The company is based in London, UK. Aviva Investors Infrastructure Income No.1 was founded in 2012.

Part of Mill Holdings Ltd., NU 3PS Ltd. is a British company that prioritizes sustainability in investment decisions. The company is based in Glasgow, UK. The company takes a visual approach to illustrate topical data themes in economies, markets, and beyond. Aviva Investors Real Assets Study shows that investors have raised ambitions to implement net zero commitments. Aviva Investors, the parent company, is regulated by the Financial Conduct Authority (FCA). NU 3PS ensures that all their systems and practices meet industry requirements and have additional security procedures of their own to ensure the safety and security of their clients' accounts and investments. The company's tailored investment capabilities are designed to help institutional or private investors, commercial borrowers, or intermediaries invest confidently in the future to build sustainable economies and societies.

Tesco Pension Investment Ltd. (TPI) is the pension management subsidiary of Tesco Plc (LON: TSCO) in Great Britain. Headquartered in London, TPI was founded in 2011 to run one of the UK's biggest defined-benefit pension funds and reduce dependence on external providers.

Manulife Investment Management (Europe) Ltd. (Manulife Europe) is the Great Britain-based asset management subsidiary of Manufacturers Life Insurance Co., itself a subsidiary of Manulife Financial Corp. (TSE, NYSE: MFC) in Canada. The firm was founded as Trendhandy Trading Ltd. in 1993 and was acquired by Manulife and in 1996. Headquartered in London, Manulife Europe offers clients a variety of funds including international and European equity funds. Their local research capabilities and market presence give them perspective on UK and European markets.

Part of Aviva Investors Infrastructure Income LP, Aviva Investors REaLM Infrastructure No. The company is based in London, UK and was founded in 2015. 3 Ltd. is a British company that provides fund management services.

Part of Green Street Advisors LLC, Green Street Advisors (UK) Ltd. is a leading independent research and advisory firm specializing in the commercial real estate industry. The company is based in London, UK, and is known for its commercial property price index, which is a superior source for timely and reliable real estate values. The British company provides unparalleled insight, advice, and service to knowledgeable investors. Founded in 2008 by John Joseph Lutzius, Green Street offers real estate and REIT research trusted by investors for over 35 years.

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.

BNP Paribas Asset Management Europe SAS (BNP Paribas France) is the investment management subsidiary of BNP Paribas SA (EPA: BNP). Headquartered in Paris, the firm was founded in 1980. BNP Paribas France provides discretionary and pooled investment management for French and international private individuals, companies and institutions.

Amundi Hong Kong Ltd. (Amundi-HK) is the wholly owned asset management subsidiary of Amundi Asset Management SA, ultimately held by Rue de la Boetie SAS's Credit Agricole SA (EPA: ACA, ADR: CRARY) in France. Headquartered in Hong Kong, the firm was founded in 1982 as Crédit Agricole Asset Management (Hong Kong) Ltd. They became Amundi (Hong Kong) Ltd. in 2009 when Crédit Agricole SA and Société Générale combined their asset management expertise. Amundi-HK is the North Asia hub for Amundi Group and collaborates with the Tokyo and Singapore offices to manage Asian equities, fixed-income and balanced products for institutional investors and fund distributors.