Kathryn Mohan McDonald

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Barra LLC provides investment analytics, trading solutions and software to investment professions. The company provides risk management technology for investment professionals. Barra was founded by Barr Rosenberg and Andrew Rudd in 1975 and is headquartered in Berkeley, CA.

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.

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.

American Century Investments Services, Inc. provides investment and money management services. The company was founded by James E. Stowers in 1958 and is headquartered in Kansas City, MO.

The Chartered Institute of Management Accountants, also known as aicpa® & cima®, is a global organization with 689,000 members, students, and professionals. The non-profit company is based in London, UK, and has a global presence of subsidiaries in several regions. The British company advocates for the accounting and finance profession, as well as the public interest and business sustainability. Andrew Harding has been the CEO of the company since 2009.

Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

AXA Investment Managers Asia (Singapore) Ltd. (AXA IM-SG) is the Singapore-based subsidiary of AXA Rosenberg Asia Pacific Holding LLC, ultimately owned by AXA SA (EPA: CS; NYSE: AXA; OTCMKTS: AXAHY), a multinational insurance company headquartered in France. Formerly known as AXA Rosenberg Investment Management Asia Pacific Ltd., the firm was founded in 1990 as a joint venture between Nomura Asset Management and Rosenberg Institutional Equity Management. AXA IM-SG advises regional portfolios for funds managed within the parent group and distributes the group's range of equity, fixed-income, alternative and balanced products. They also trade Asia Pacific ex-Japan stocks. The firm's clients are institutions including pension funds, foundations and government entities.

QIC Ltd. is a government-owned fund management firm headquartered in Brisbane, Australia. The firm was founded in 1991 by the Queensland Government to serve its long-term investment responsibilities and has grown into a long-term specialist manager in alternatives. QIC offers a range of services which includes traditional, alternative and tailored strategic solutions to institutional investors in Australia and internationally.

Part of Woodbridge Co. Ltd. /New/, Vestek Systems, Inc. is a computer software company that operates in the banking industry. The company is based in San Francisco, CA. Vestek Systems was acquired by Primark Corp. on May 24, 1994 for $6.90 million.

Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME.

Ausbil Investment Management Ltd. (Ausbil) is the Australian equities management subsidiary of Candriam SCA, ultimately held by New York Life Insurance Co. (NYLIC) in the US. The firm was founded by Paul Xiradis and Reubert Hayes in 1997 as a joint venture between the founding investors and Dexia Asset Management. The firm was formerly known as Ausbil Dexia Ltd. and changed their name to Ausbil Investment Management Ltd. when they were acquired by NYLIC in 2014. Headquartered in Sydney, Ausbil primarily manages Australian and global equities for superannuation funds, institutional investors, master trusts and Australian retail clients. The firm provides discretionary investment management services to managed investment trusts offered in Australia. Ausbil is a signatory to the Principles for Responsible Investment (PRI).

Guardians of New Zealand Superannuation (The Guardians) is the pension fund management subsidiary of State-owned New Zealand Superannuation Fund. The firm is headquartered in Auckland and was founded in 2001. The Guardians invests, manages and administers the New Zealand Superannuation Fund and is accountable to the New Zealand Government, but operates independently and is overseen by a Board selected by the Minister of Finance. They participate in initiatives to work collaboratively with other institutional investors and are a signatory of the United Nations Principles for Responsible Investment (UNPRI).

Invesco Great Wall Fund Management Co. Ltd. (Investment Management) (IGW-IM) is the investment management division of Invesco Great Wall Fund Management Co. Ltd., founded jointly in 2003 by Great Wall Securities Co. Ltd, Invesco Ltd., Kailuan (Group) Co. Ltd., and Dalian Shide Group Co., Ltd. Headquartered in Shenzhen with branches in Beijing, Shanghai and Guangzhou, IGW-IM is the first Sino-US fund management company in China. They manage a range of open-ended funds featuring different risk/return profiles.

Morgan Stanley & Co. Ltd. provides wealth management, investment banking, and other financial services. The company founded on September 15, 1987 and is headquartered in London, the United Kingdom.

Melbourne Symphony Orchestra Pty. The private company is based in Melbourne, Australia. Ltd. operates orchestras. Sophie Galaise has been the CEO of the Australian company since 2016.

ClaraPHI Advisory Network LLC (ClaraPHI) is a SEC-registered investment advisor headquartered in Aliso Viejo, California. The firm was founded by Pierre T. Gallant and is a wholly owned subsidiary of Pomegranate Holdings LLC, which is owned by Tradability LLC. ClaraPHI offers a variety of investment advisory and related financial services to individuals, high net-worth individuals, families, business owners and corporations.

Impact Investment Group Pty Ltd (IIG) is a venture capital and infrastructure fund manager founded by Chris Lock, Dannny Almagor and Berry Liberman in 2013. The firm is headquartered in Melbourne and additional office in Sydney, Australia.

Mustard Seed Impact Ltd (Mustard Seed) is a venture capital firm founded in 2015 by Alex Pitt, Stanislas de Joussineau and Henry Wigan. The firm is headquartered in London, United Kingdom.

B Lab Australia & New Zealand Ltd. provides social services. The company is headquartered in St. Kilda, Australia.

Atomi Financial Group, Inc. provides investment advice. The company is based in Irvine, CA. Christian Gwilym Benedict Haigh has been the CEO of the company since 2022.

Small Giants Holdings Pty Ltd (Small Giants Holding) is a private equity firm founded in 2007 by Danny Almagor and Berry Liberman. The firm is headquartered in Melbourne, Australia.

Sentient Impact Group Pty Ltd. is an Australian company that invests in high-performing portfolios to shape the present and future. The private company is based in St. Kilda, Australia. The company's focus is on making an impact and they invest in people to achieve this goal. The CEO of the company is Oliver Yates.

Aspire Ten25 LLC provides investment advice. The private company is based in Danville, CA. The company was founded by Kathleen Marie Houssels.

Climate Asset Management Ltd. is a British asset management company that focuses on natural capital. The private company offers solutions that generate returns for both investors and nature. Martin Berg has been the CEO of the company since 2020.