Joshua Freedman

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.

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.

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.

RobecoSam USA, Inc. (formerly Sustainable Asset Management USA, Inc.) is a registered investment advisor located in New York City. The firm is a subsidiary of RobecoSam AG and their ultimate parent is Coöperatieve Centrale Raiffeisen-Boerenleenbank BA.

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.

Schweizerische Rückversicherungs-Gesellschaft AG provides reinsurance, insurance, and risk management solutions. The firm focuses on the property and casualty, life and health, and asset management sectors. The company was founded on May 1, 1883 and is headquartered in Zurich, Switzerland.

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.

Credit Suisse AG is an investment management firm headquartered in Zurich, Switzerland. The firm was founded in 1856 and was acquired by UBS Group AG (SWX: UBSG) from Credit Suisse Group AG in 2023. Credit Suisse manages global and regional portfolios, mutual funds, and other investment vehicles for governments, institutions, corporations and individuals worldwide. They also offer private banking and wealth management, investment banking, and corporate and business support services.

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.

BlackRock International Ltd. (BIL) is the Great Britain-based subsidiary of BlackRock Group Ltd., itself a subsidiary of BlackRock Inc. (NYSE: BLK) in the US. Founded in 1995, the firm is headquartered in Edinburgh and manages assets for institutional clients, separate accounts, pooled investment vehicles and US registered investment companies, including ETFs. Mandates include equity, fixed income and multi-asset strategies. BIL is socially responsible investors which has mandates that explicitly address social, ethical, or environmental considerations.

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.

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.

BNP Paribas Asset Management UK Ltd. (BNPP AM UK) is an asset management firm headquartered in London, UK. The firm was founded in 1990 and is a wholly owned subsidiary of BNP Paribas Asset Management Holding SA, itself a subsidiary of BNP Paribas SA (EPA: BNP, ADR: BNPQY) in France. BNPP AM UK provides customized investment management services to institutional clients, wholesale clients and collective investment schemes.

BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies.

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.

European Public Real Estate Association provides interest for public real estate sectors. It specializes in investment research, listed real estate, index management, formulation of best practices recommendations, representation to the EU and regulatory bodies and networking for sector. The company was founded in October 1999 and is headquartered in Brussels, Belgium.

Schweizerische Rückversicherungs-Gesellschaft AG (Invt Port) (Swiss Re IP) is the investment portfolio division of Schweizerische Rückversicherungs-Gesellschaft AG (Swiss Reinsurance Co., Ltd.) itself a subsidiary of Swiss Re AG (SW: SREN) in Switzerland. Based in Zurich, the Swiss Re Group was established in 1863 and provides wholesale reinsurance, insurance and other insurance-based forms of risk transfer to insurance companies, corporations and public sector entities. Swiss Re IM optimizes risk-adjusted investment returns within defined risk limits for the Group’s Business Units, Reinsurance, Corporate Solutions and Admin Re. They are a socially responsible investor which has a strategic approach in place to define and drive key activities across the firm. They have a special focus on climate change and are a signatory to the UN Global Compact.

BlackRock (Netherlands) BV (BlackRock Netherlands) is an investment management firm headquartered in Amsterdam, Netherlands. The firm was founded in 1998 and is a subsidiary of BlackRock Finance Europe Ltd., ultimately owned by BlackRock, Inc. (NYSE: BLK) in the US. BlackRock Netherlands provides investment, advisory and risk management solutions to pension plans, insurers, investment banks, savings banks, foundations, official institutions, and individuals.

SIX Swiss Exchange AG operates as a stock exchange. It distributes a range of indices; and offers market data for shares, bonds, ETFs and funds, ETPs, indices, statistics, and data services. The firm enables to list and trade in segments, including equities, bonds, exchange traded funds (ETFs), exchange traded products (ETPs), derivatives, sponsored funds, sponsored foreign shares, warrants, and structured products. The company was founded in 1850 and is headquartered in Zurich, Switzerland.

Part of Stifel Financial Corp., Keefe, Bruyette & Woods Ltd. is a wealth management and British investment banking company that helps individuals and organizations achieve their financial objectives. The company is based in London, UK. KBW's Equity Sales & Trading Division offers financial industry-specific knowledge and access to research and capital markets transactions. Additionally, 67 KBW employees lost their lives on September 11, 2001, and the company has since prioritized assisting the affected families through the KBW Family Fund. The company was founded in 2004.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.