Simon Whiteley

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.

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.

Nikko Asset Management Europe Ltd. (Nikko AME) is a fund management firm headquartered in London, UK. The firm was founded in 1984 and is a subsidiary of Nikko AM Global Holdings Ltd., ultimately held by Sumitomo Mitsui Trust Holdings, Inc. (TSE: 8309) in Japan. Nikko AME manages investment products for institutional investors as well as pooled investment vehicles, which includes Japanese Investment Trusts, US registered investment companies, insurance companies and Nikko AM group affiliates.

Clear Peak Capital LLP is an independent alternative investment management firm headquartered in Edinburgh, UK. The firm was founded in 2013 and is majority-owned by its founding partners. Clear Peak Capital LLP acts as investment manager to VT Clear Peak Capital UK Long/Short Equity Fund, an Open-Ended Investment Company (OEIC) authorized by the FCA.

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.

abrdn Investment Management Ltd. (AIM) is the wholly-owned investment management subsidiary of Standard Life Investments Holdings Ltd., itself a wholly-owned subsidiary of abrdn Plc (LON: ABDN) in Great Britain. Formerly known as Standard Life Investments Ltd., the firm was founded in 1990 as the dedicated investment arm of the Standard Life group. Headquartered in Edinburgh, AIM is a socially responsible investor which offers Standard Life Ethical Funds for investors concerned about environmental and social issues. Their flagship is the UK Select Fund.

Invesco Asset Management Ltd. (IAML) is the wholly-owned Great Britain-based investment management subsidiary of Invesco UK Ltd., itself a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. The firm was founded in 1969 as Cavalier Securities Ltd. and became Invesco Asset Management Ltd. in 1993. They are headquartered in Henley-on-Thames, Oxfordshire. IAML provides investment management services on both a discretionary and non-discretionary basis to pension and profit-sharing plans, educational institutions, investment companies, insurance companies, individuals and holding companies. The firm also acts as investment advisor for a number of mutual funds on a sub-advised basis.

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.

Jupiter Asset Management Ltd. (JAM) is an investment management firm headquartered in London, UK. The firm was founded in 1985 and is a subsidiary of Jupiter Investment Management Group Ltd., ultimately owned by Jupiter Fund Management plc (LON: JUP). They were previously a subsidiary of Commerzbank AG until 2007 when their senior management acquired the firm through a management buyout. The firm offers a range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives. JAM is a signatory on a number of key initiatives such as the UN Principles for Responsible Investment.

The Institute of Chartered Accountants of Scotland operates as a professional membership organization. The non-profit company is based in Edinburgh, UK. The British company was founded by Janice Margaret Brown and Sundeep Bahanda. The CEO is Bruce Cartwright.

Columbia Threadneedle Asset Managers Ltd. (CTAM) is an asset management firm headquartered in London, UK. The firm was founded in 1990 as F&C Asset Managers Ltd. and renamed BMO Asset Managers Ltd. in 2018. They changed their name to Columbia Threadneedle Asset Managers Ltd. when BMO rebranded to Columbia Threadneedle Investments in 2022. The firm is a subsidiary of Columbia Threadneedle AM (Holdings) Plc, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. CTAM manages a range of in-house and multi-manager funds for private individuals and institutional clients.

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).

CFA Society of the UK is an association of investment professionals based in the UK. The British company was founded in an unspecified year.

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).

Scottish Widows Investment Partnership is a British company that provides asset management services. The private company is based in Scotland, UK.

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.

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.

BlueCrest Capital Management (UK) LLP (BCM-UK) is an independent, Great Britain-based alternative asset management firm headquartered in London. The firm was founded in 2009 by Michael Platt and Bill Reeves to manage their flagship fund, BlueCrest Capital International. In 2015, they transitioned to a Private Investment Partnership and returned client capital. BCM-UK currently manages assets solely on behalf of their partners and employees.

SEB Investment Management AB (SEB IM) is an investment management firm headquartered in Stockholm, Sweden. The firm was founded in 1978 and is a wholly-owned subsidiary of Skandinaviska Enskilda Banken AB (STO: SEB-A, ADR: SKVKY). SEB-IM offers a broad range of funds and tailored portfolios for institutional investors as well as retail and private banking clients.

APG Asset Management NV (APG) is a pension fund management firm headquartered in Heerlen, Netherlands. The firm is a subsidiary of APG Group NV, itself a subsidiary of Stichting Pensioenfonds ABP in The Netherlands. Formerly known as APG Investments, the firm changed their name to APG Asset Management in 2009. APG provides collective pension schemes for participants in the education, government, construction, cleaning and glass cleaning, housing associations, energy and utility companies, sheltered employment, medical specialists and practices of architects.

Hermes Investment Management Ltd. (HIML) is an asset management firm headquartered in London, UK. They are a subsidiary of Federated Hermes Ltd., ultimately held by Federated Hermes, Inc. (NYSE: FHI) in the US. In 1990, the firm was founded as PostTel, subsequently changing their name to PosTel Financial Asset Management Ltd. They changed their name to Hermes Investment Management Ltd. in 1995. HIML provides discretionary and non-discretionary investment management services to institutional clients.

True Potential Investments LLP (dba True Potential Investor) is an asset management firm headquartered in Newcastle upon Tyne, UK. The firm was founded in 2007 and is a subsidiary of True Potential LLP. True Potential Investor creates a set of bespoke Fully-Managed Investment Portfolios with unique growth opportunities.

Part of Deutsche Bank AG, Deutsche Bank AG (Hong Kong) is a financial institution that has been connecting worlds for 65 years. The company is based in Hong Kong, Hong Kong, and serves as the hub for corporate and commercial clients. The company's asset management division, DWS, is a market leader in Hong Kong with a broad product offering. Its corporate bank division is an established market leader in transaction banking, with a presence in 60 countries, including an extensive footprint in HK. The investment bank provides strategic advice to corporate and institutional clients, focusing on the bank’s traditional strengths in financing, advisory, fixed income, and currencies, together with a focused equity capital markets business. The private bank focuses on private customers across all segments as well as business clients, and in HK, this division is represented by a highly competitive wealth manager. The Chinese company was founded in 1958, and its CEO is Werner Steinmüller.

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.

Abrdn Asia Ltd. is the wholly owned, Singapore-based asset management subsidiary of abrdn Holdings Ltd., which is wholly owned by abrdn Plc (LON: ABDN), a global investment company headquartered in Edinburgh, UK. The firm was founded by Hugh Young in 1992 as Aberdeen Asset Management (Asia) Ltd. and subsequently renamed into Aberdeen Standard Investments (Asia) Ltd. in 2018. They became Abrdn Asia Ltd. in 2021. Abrdn Asia provides investment advisory services to a variety of institutional clients, such as corporate plans, non-profit organizations, public plans, governments, private investors, multi-employer plans, financial institutions, sub-advised funds and pooled investment vehicles, encompassing both affiliated and unaffiliated US and non-US Registered Funds and US and non-US unregistered funds, among others.

Insight Investment Research LLP provides investment research. The private company is based in London, UK. The British company was founded in 2013 by Robert P. Crimes.

PGIM Ltd. is the Great Britain-based investment management subsidiary of PGIM Financial Ltd., ultimately held by Prudential Financial, Inc. (NYSE: PRU) in the US. Formerly known as Pramerica Investment Management Ltd., the firm was founded in 1999 and changed their name to PGIM in 2016. PGIM is headquartered in London and offers a range of fixed income strategies and products to a variety of affiliated and unaffiliated global institutional clients.