Edward Chan

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.

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.

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.

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.

BP Investment Management Ltd. (BPIM) is the wholly owned pension fund management subsidiary of BP Pension Trustees Ltd., itself a subsidiary of BP Plc (LSE: BP, ADR: BP) in Great Britain. The firm was founded in 1936 and is headquartered in London. BPIM is the in-house asset manager for the UK BP Pension Fund. The firm is a signatory to the financial reporting council’s stewardship code.

Guinness Asset Management Ltd., dba Guinness Global Investors (Guinness), is an independent fund manager headquartered in London, UK. The firm was founded by Timothy "Tim" Guinness in 2003. They provide actively managed portfolios in a selection of asset classes and specialist growth themes to assist investors in achieving their investment goals. Guinness is a signatory to the UN Principles for Responsible Investment (UN PRI).

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.

FIL Investment Advisors (UK) Ltd. (FIA UK) is a Great Britain-based fund management firm headquartered in Tadworth, Surrey. Founded in 1984, the firm is a wholly-owned subsidiary of FIL Holdings (UK) Limited, which in turn is a wholly-owned subsidiary of FIL Ltd. in Bermuda. FIA UK provides a range of global investment products and services to institutional accounts, mutual funds and other pooled investment vehicles.

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.

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).

Sumitomo Mitsui DS Asset Management (UK) Ltd. (Sumitomo Mitsui UK) is the UK-based asset management firm subsidiary of Sumitomo Mitsui DS Asset Management Co., Ltd., ultimately held by Sumitomo Mitsui Financial Group, Inc. (TYO: 8316) in Japan. The firm was originally founded as Daiwa SB Investments (UK) Ltd. through a strategic alliance between Daiwa Securities Group and Sumitomo Mitsui Financial Group in 1982. Headquartered in London, Sumitomo Mitsui UK offers discretionary investment management, investment trusts and advisory services to a range of institutional investors, pension funds, government agencies and retail investors worldwide.

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.

RWC Partners Ltd. provides investment advisory services. Its activities portfolio include convertible bonds, European equity, Japan active engagement, equity income, emerging and frontier market equity, and global horizon equity. The company was founded by Chris Simon Maude, John Hugh Innes, and Mark Robert Hadsley-Chaplin in 2000 and is headquartered in London, the United Kingdom.

The Financial Reporting Council Ltd. is a regulatory body that oversees auditors, accountants, and actuaries. The non-profit company is based in London, UK. The British company is responsible for setting the Corporate Governance and Stewardship Codes and promoting transparency and integrity in business. The company's work is aimed at investors and others who rely on company reports, audit, and high-quality risk management. The CEO of the company is Sarah Rapson.

Hadron Capital LLP is an alternative investment management firm headquartered in London, UK. The firm was founded in 2004 by Marco D'Attanasio, Dr. Giuseppe di Cecio and Massimiliano Ciuchini. They are a subsidiary of Hadron Capital UK Ltd., which is owned by Hadron Capital (Cayman) Ltd. in the Cayman Islands. Hadron Capital manages Hadron Alpha Plc in respect of its two sub funds Hadron Alpha Select Fund and Hadron Alpha Merger Arbitrage Fund.

City Financial Investment Co. Ltd. (City Financial) is an independent hedge fund management firm headquartered in London, UK. The firm was founded in 1986 as REALGLOBE Ltd., became known as Independent Financial Marketing Ltd. in 1992 and renamed to City Financial Investment Co. Ltd. in 1998. City Financial provides investment advisory services to pooled investment vehicles and separately managed accounts.

Goodhart Partners LLP (Goodhart) is an independent, multi-boutique asset manager headquartered in London, UK. The firm was founded in 2009 through the management buyout of WestLB Mellon's multi-manager team. Goodhart primarily offers fundamental, research driven, discretionary investment advisory services to professional and institutional investors through a range of pooled collective investment vehicles and to separately managed accounts.

Part of Royal London Group, Hornby Road Investments Ltd. is a company that provides real estate development services. The company is based in London, UK. Hornby Road Investments was founded in 1963.

Royal London Unit Trust Managers Ltd. provides an insurance and pension funding agency service. The company is headquartered in Chelmsford, the United Kingdom.

Harbour Asset Management Ltd. (Harbour) is the fund management subsidiary of First NZ Capital Group Ltd., itself a subsidiary of First NZ Capital Holdings Ltd. in New Zealand. It was founded by Andrew Bascand in 2009. Headquartered in Wellington, the firm provides investment solutions for clients such as KiwiSaver funds, charitable trusts, iwi, government institutions, corporate superannuation funds, financial advisers and high net worth individuals. Harbour is a signatory to the United Nations Principles for Responsible Investment (UNPRI).

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.

New Hall School Trust operates schools. The British company was founded by Susan Hawley.

FIL Investments International (FILII) is an asset management firm headquartered in Tadworth, UK. The firm was founded in 1979 and is a subsidiary of FIL Holdings (UK) Ltd., which is ultimately held by FIL Ltd. in Bermuda. FILII provides investment advisory and management services to their clients.

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.

Heteronomics LLC (United Kingdom) is the research division of Heteronomics LLC. The firm is headquartered in Malvern, UK and was founded in 2016. The firm provides investment research to their clients.