Stephen Christopher Burgess

Janus Henderson Investors UK Ltd. (JHI UK) is the wholly-owned global asset management subsidiary of Janus Henderson UK (Holdings) Ltd., ultimately held by Janus Henderson Group Plc (LON: 0RPW; NYSE: JHG) in Great Britain. The firm was founded in 1934 and formerly known as Henderson Global Investors Ltd. Headquartered in London, JHI UK is a client-centric, sustainable and responsible investor which provides investment management services to individuals, private banks, third party distributors, insurance companies, pension funds, government bodies, investment trusts, charities and corporate entities.

Gartmore Investment Management Ltd. provides investment products and services. The company was founded in 1969 and is headquartered in London, the United Kingdom.

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.

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.

Part of Lancaster Management (Jersey) Ltd., Lancaster Investment Services Ltd. provides investment management services. The company is based in London, UK.

Otus Capital Management Ltd. (OCM) was founded in 2000 as Gibbs Tyser Capital Management. The firm was the first alternative investment manager to be incubated by Eureka Strategic Partners, a vehicle created by Marshall Wace to provide services to new hedge fund managers. Located in London, OCM manages the Maga Smaller Companies Fund for high net-worth 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).

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.

UBS Asset Management (UK) Ltd. (UBS-UK) is the Great Britain-based investment subsidiary of UBS Asset Management Holdings Ltd., itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Founded in 1981 as Phillips & Drew Investment Management Ltd., the firm merged with UBS Asset Management in 2000 to form UBS Asset Management Ltd., which became UBS Global Asset Management (UK) Ltd. in 2002. They changed their name to UBS Asset Management (UK) Ltd. in 2015. Headquartered in London, UBS-UK provides asset management services to corporate and public pension plans, sovereign institutions, endowments and municipalities, charities, insurance companies, wholesale intermediaries, financial institutions, and private clients.

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.

Lombard Odier Asset Management (Europe) Ltd. (Lombard Odier Europe) is the Great Britain-based asset management subsidiary of LO Holding SA, itself a subsidiary of Compagnie Lombard Odier SCmA in Switzerland. The firm is headquartered in London and was founded in 2009. Lombard Odier Europe provides asset management services to institutional and wholesale 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.

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 2003, BNY Mellon Investment Management (APAC) Holdings Ltd. is a subsidiary of The Bank of New York Mellon Corp. that provides investment management services. The company is based in London, UK.

National Westminster Bank Plc (Private Banking) (NatWest-PB) is the private banking division of National Westminster Bank Plc, a retail and commercial bank headquartered in London, UK. The firm was founded in 1968 through the merger between National Provincial Bank and Westminster Bank. They are owned by NatWest Markets Plc, which is a subsidiary of NatWest Group Plc (LON: NWG). NatWest-PB provides private banking services to high-net worth clients.

Skerritt Consultants Ltd. (dba Skerritt) is a holding asset management firm headquartered in Hove, UK. The firm was founded in 1990 by Richard Skerritt. Skerritt provides financial planning and investment advice to a broad range of high-net worth individuals, directors, trustees, companies, and staff.

The Investment Association provides investment services. It also offers trainings and seminars. The company was founded on October 13, 1959 and is headquartered in London, the United Kingdom.

Old Mutual Investment Group (Pty) Ltd. (OMIGSA) is an asset management firm headquartered in Cape Town, South Africa. The firm is a wholly-owned subsidiary of Old Mutual Investment Group Holdings (Pty) Ltd., ultimately held by Old Mutual Ltd. (JSE: OMU; OTCMKTS: ODMUF). Formerly known as Old Mutual Asset Managers, OMIGSA offers segregated portfolios and pooled funds across the risk/return spectrum and manage various multi-assets, equity, fixed interest and listed property strategies for individual and institutional investors. The firm is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Massachusetts Audubon Society, Inc. works to protect the nature of Massachusetts for people and wildlife. It cares for acres of conservation land, provides educational programs for children and adults, and advocates for sound environmental policies at the local, state, and federal levels. The company was founded in 1896 and is headquartered in Lincoln, MA.

Schroder & Co., Ltd. is the international private banking subsidiary of Schroder Wealth Holdings Ltd., ultimately held by Schroders Plc (LON: SDR) in Great Britain. The firm is headquartered in London and was founded in 1988. Schroder & Co. provides investment management services to high-net worth individuals and their families. They offer comprehensive wealth management services, including alternative investments and absolute return products, complemented by banking and fiduciary services.

OM Residual UK Ltd. is a holding company which engages in the international investment, savings, insurance, and banking businesses. It focuses on emerging markets such as life insurance, property and casualty, asset management, and banking. The company was founded in 1845 and is headquartered in London, the United Kingdom.

NS Partners Ltd. is the wholly-owned Great Britain-based investment management subsidiary of Worldinvest Management Ltd., ultimately held by Connor, Clark & Lunn Financial Group Ltd. (CCLFG) in Canada. Headquartered in London, the firm was founded in 1988 and primarily provides investment advice and management on a discretionary basis to US and non-US accounts.

Legal & General Investment Management (Holdings) Ltd. provides asset management services. The firm offer solutions include defined benefit, liability driven investment, defined contribution, and DC investment proposition. The company was founded on October 11, 2001 and is headquartered in London, the United Kingdom.

Trafalgar House Trustees Ltd. is a British company that functions as the trustee of Trafalgar House. The private company is based in London, UK and has subsidiaries in the United Kingdom. It was founded in 1981.

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.

Founded in 1971, Trafalgar House Investco Ltd. is a British business support services company. The company is based in London, UK. Trafalgar House Investco provides various business support services.

GuardCap Asset Management Ltd. (GuardCap) is the Great Britain-based specialist investment management subsidiary of Guardian Capital LP, which is a wholly-owned subsidiary of Guardian Capital Group Ltd. (TSE: GCG) in Canada. The firm was founded in 2003 and formerly known as Zephyr Management (UK) Ltd. Headquartered in London, GuardCap solely manages concentrated, bottom-up, strategies constructed on an “index-agnostic” basis for institutional investors.

Gartmore Group Ltd. provides equity and asset management services. It also offers fund management and portfolio management services. The company was founded in 1969 and is headquartered in London, the United Kingdom.

Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI.

Part of Longview Partners (Guernsey) Ltd., Longview Partners (UK) Ltd. is a British company that provides asset management services. The company is based in London, UK.

Skerritts Consultants Ltd. is an independent financial advisory and wealth management firm based in Brighton and Hove, UK. The British company provides lifelong financial advice to help clients achieve their long-term financial objectives. Skerritts is authorized and regulated by the Financial Conduct Authority and holds chartered financial planning and discretionary investment manager status. The private company offers friendly, impartial advice on a range of financial solutions tailored to meet specific needs through a team of highly qualified and professional financial advisers. Skerritts has won several awards and accreditations, including the New Model Adviser Award and Corporate Chartered Financial Planners status. The company was founded by Richard James Skerritt, and the CEO is Paul W. Feeney.

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.

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.