Jon M. Little

Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions.

Local Government Improvement & Development, founded in 1998, is the creator of iDEA, an award-winning project that offers online challenges and events to help individuals earn badges and gain nationally recognized awards. The non-profit company is based in London, UK. iDEA provides a platform for individuals to showcase their skills and stand out in their careers.

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.

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.

Scottish Widows Unit Trust Managers Ltd. (SWUTM) is an investment management firm headquartered in Edinburgh, UK. Formerly known as TSB Unit Trusts Ltd., the firm was founded in 1982 and is a subsidiary of Scottish Widows Ltd., which is ultimately owned by Lloyds Banking Group Plc (LON: LLOY). SWUTM offers investment management solutions to various types of investors.

The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the investment management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded in 2007 due to the merger of The Bank of New York Company, Inc. and Mellon Financial Corporation. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

Part of Deutsche Bank AG, DWS Group Services UK Ltd. is a company that provides asset management services. The company is based in London, UK and was founded in 1985.

HBOS Investment Fund Managers Ltd. provides investment management services. The company is headquartered in Halifax, the United Kingdom.

Part of Alpha Strategic Ltd., Winton Advisors Ltd. is a British company that provides investment advice. The company is based in London, UK. Winton Advisors was acquired by Alpha Strategic Ltd. from Winton Capital Management Ltd. on May 23, 2006 for $0.59 million.

HSBC Private Equity India Fund is designed to invest solely in India.

Jupiter Investment Management Group Ltd. provides investment management services. The firm operates as fund management group for private and institutional investors. The company was founded in 1985 and is based in London, the United Kingdom.

GGL Group Number Two Ltd. operates as a real estate developer, investor, and fund manager. The firm engages in direct and indirect investment in property, and international property fund management. Its real estate investment and development properties comprise retail, residential, office, hotel, industrial buildings, and industrial properties. The company is headquartered in London, the United Kingdom.

Part of Alpha Strategic Ltd., Acme Advisors Ltd. is a British company that provides investment advisory services. The company is based in London, UK. Acme Advisors was acquired by Alpha Strategic Ltd. from IKOS CIF Ltd. on July 10, 2009 for $2.44 million.

Dumas Capital Ltd. is an Irish private company located in Dublin. The firm provides accounting and tax consulting services. It was founded by Nicola Meaden-Grenham.

Newton Investment Management North America LLC (NIMNA) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2021 and is a subsidiary of MBC Investments Corp., ultimately owned by The Bank of New York Mellon Corp. (NYSE: BK). NIMNA provides discretionary and non-discretionary investment advice to institutional clients, including US and global pension funds, sovereign wealth funds, trusts, central banks, endowments, foundations, insurance companies, registered mutual funds, other pooled investment vehicles and other institutions.

Part of SHL3BT Ltd., Farncombe Estate Holdings Ltd. is a British company that owns a Cotswold estate with three award-winning hotels. The company's description highlights the estate's location in Broadway, UK, which is a sprawling area of forest and field with rambling trails and cycle routes. The three hotels owned by the company are Dormy House, Foxhill Manor, and The Fish. The company was founded in 1989, and the CEO is Andrew Charles Grahame.

Friends Life FPG Ltd. is an insurance company, which engages in the provision of life and other risks insurance services. The company was founded on March 27, 2009 and is headquartered in Dorking, the United Kingdom.

Part of Whitbread Plc, Whitbread Pension Trustees provides business support services. The company is based in Dunstable, UK.

County Asset Finance Ltd. provides leasing services. It offers hire purchase finance, equity release finance, VAT funding, and unsecured professional loans. The company was founded by Christopher Laurie Malthouse and is headquartered in Lutterworth, the United Kingdom.

Skagen Conscience Capital Ltd. is a management consulting British company founded in 2003. The private company is based in Broadway, UK. The company provides management consulting services. and has subsidiaries in Germany and United Kingdom.

Founded in 1982, Lloyds Bank General Insurance Holdings Ltd. is an investment holding British company that functions as part of Lloyds Banking Group Plc. The company is based in Andover, UK.

Grosvenor Ltd. operates as a holding company. The company is headquartered in London, the United Kingdom.

Wheatsheaf Investments Ltd (Wheatsheaf Investments) is a venture capital subsidiary of Grosvenor Group Ltd. founded in 2012. The firm is headquartered in London, United Kingdom with an additional office in Palo Alto.