Anne Kathryn Breen

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.

Newton Investment Management Ltd. (Newton) is the wholly-owned, Great Britain-based investment management subsidiary of Newton Management Ltd., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK) (BNY Mellon) in the US. The firm was founded in 1978 as a joint venture with Scottish insurance broker Reed Stenhouse. In 1986 they were acquired by Alexander & Alexander and were renamed Newton Investment Management. Headquartered in London, Newton provides investment products and services to a wide range of clients, such as pension funds, charities, corporations and individuals (via BNY Mellon). Newton is a signatory to the UN Principles for Responsible Investment (PRI).

Baillie Gifford & Co. is an independent, global investment management firm headquartered in Edinburgh, UK. The firm was founded in 1908 and is wholly-owned by their partners. Baillie Gifford manages assets for pension funds, institutions, corporates, foundations, charities and retail investors. They are a socially responsible investor which works with their fund managers to assess ESG concerns both before and after investing in companies.

Citigroup Global Markets Ltd. (CGML) is an international broker-dealer firm headquartered in London, UK. The firm was founded in 1983 and is a subsidiary of Citigroup Global Markets Holdings Bahamas Ltd., ultimately held by Citigroup, Inc. (NYSE: C) in the US. CGML has a major presence in the international financial markets as a dealer, market-maker and underwriter in equity and fixed income securities and offers risk-based solutions to producers and investors in commodity markets. They also provide corporate finance services to a wide range of corporate, institutional and government clients. Their trading activities encompass cash, exchange traded and OTC derivative markets.

BNP Paribas (London Branch) is the Great Britain-based brokerage division of BNP Paribas SA (EPA: BNP) in France. The firm is headquartered in London and was founded in 1986. BNP Paribas (London Branch) offers a wide range of products and services to corporate, institutional, commodities, market making and broking clients.

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.

Aberforth Partners LLP (Aberforth) is an independent investment management firm headquartered in Edinburgh, UK. The firm was founded by Richard Newbery, David Ross, John Evans and Alistair Whyte in 1990. Aberforth provides investors with a high level of resources focused exclusively on small UK quoted companies.

Baring Asset Management Ltd. (Barings UK) is the Great Britain-based subsidiary of Barings Europe Ltd., ultimately held by Massachusetts Mutual Life Insurance Co. in the US. Barings traces its origins to 1762 when it was founded in London as a firm of merchants and merchant bankers. They were an asset management pioneer in the UK and set up an Investment Department in 1955. In 1989, all of Barings' asset management activities were consolidated within Baring Asset Management. Headquartered in London, the firm manages assets on behalf of pension funds, pooled vehicles, governments, charities and high-net worth individuals. Barings UK offers a wide range of equity and fixed-income mutual funds in both domestic and international markets. They are a socially responsible investor which takes environmental and socially responsible investment issues into account and seek guidance from clients.

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.

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.

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).

Aviva Investors Global Services Ltd. (AIGSL) is the wholly-owned asset management subsidiary of Aviva Investors Holdings Ltd., ultimately held by Aviva plc (LSE: AV, ADR: AV) in Great Britain. Previously known as Morley Fund Management Ltd., the firm was founded in 1973, merged with Norwich Union Investment Management Ltd. in 2000 and underwent restructuring in 2008. Headquartered in London, AIGSL provides investment management services and related advisory to various subsidiaries of the Aviva Group and external clients such as retail funds, pension funds, and other institutional investors.

Union Investment Privatfonds GmbH (Union Investment) is the asset management subsidiary of Union Asset Management Holding AG in Germany. Founded in 1956, the firm was formerly known as Union-Investment-Gesellschaft mbH and changed their name to Union Investment Privatfonds GmbH in 2002. Headquartered in Frankfurt, Union Investment is a socially responsible investor which offers a product range that covers all asset classes worldwide including equity, fixed-income, balanced, index and real estate funds.

Artemis Investment Management LLP (AIM) is a Great Britain-based investment management firm headquartered in London with an additional office in Edinburgh. The firm was founded in 1997 and is a subsidiary of Artemis Strategic Asset Management Ltd., itself a subsidiary of Affiliated Managers Group, Inc. (NYSE: AMG) in the US. AIM manages a range of funds, investment trusts, hedge fund products, venture capital trusts, and pooled and segregated institutional portfolios for both retail and institutional investors.

Ignis Investment Services Ltd. (IIS) is the asset management subsidiary of Ignis Asset Management Ltd., ultimately held by abrdn Plc (LON: ABDN, ADR: SLFPY) in Great Britain. Headquartered in Edinburgh, the firm was formed following the 2008 merger of Resolution Asset Management and Axial Investment Management. They can trace their origins since 1986. IIS offered tailor-made and pooled solutions for small- to medium-sized pension schemes. Their clients include large corporate pension schemes, charities and life companies along with other strategic partners. They cater to UK retail, institutional and international clients.

Part of abrdn Plc, Select Japan (TK Holdings UK) Ltd. is a British company that provides real estate services. The company is based in Edinburgh, UK and was founded in 2014.

LGT Wealth Management Ltd. is an investment management firm headquartered in London, UK. The firm was founded in 2007 and formerly known as Abrdn Capital Ltd. In 2023, they became a subsidiary of LGT UK Holdings Ltd., which is ultimately owned by LGT Group Foundation in Liechtenstein. LGT Wealth Management provides discretionary investment management services for private clients, charities and pension schemes.

Loretto School Ltd. is a British company that was founded in 1827. The private company is based in East Lothian, UK. The company offers both junior and senior school programs, as well as an elite player program.

AlphaGen Capital Ltd. is the alternative investment subsidiary of Janus Henderson Group Plc (LSE, NYSE: JHG) in Great Britain. Formerly known as Henderson Alternative Investment Advisor Ltd., the firm was founded in 1969 and changed their name to AlphaGen Capital Ltd. in 2015. Headquartered in London, AlphaGen Capital provides investment advisory services to a range of individual and institutional investors.

Charles Stanley & Co. Ltd. (Investment Management) (Charles Stanley-IM) is the investment management division of Charles Stanley & Co. Ltd., an investment company headquartered in London, UK. The firm was founded in 1852 and is ultimately owned by Raymond James Financial, Inc. (NYSE: RJF). Charles Stanley-IM provides bespoke investment portfolios and tailored financial advice to individuals, charities, institutions and professional advisers.

Part of abrdn Plc, abrdn (Mauritius Holdings) 2006 Ltd. provides life insurance services.

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.

Part of abrdn Plc, Ignis Asset Management Ltd. is a British company that provides investment advisory services. The company is based in Edinburgh, UK. Ignis Asset Management was acquired by Standard Life Investments (Holdings) Ltd. from PGH (Cayman) on July 01, 2014 for $643.71 million.