Diana Oliveira

Banco de Investimento Global SA (BiG) is a privately held, specialized Portuguese investment bank which was founded by Carlos Rodrigues and Nicholas Racich in 1998 to operate in all business areas open to the banking sector in Portugal, offering banking, savings, investment trading and advisory services to a defined base of individual, institutional and corporate clients. Headquartered in Lisbon, BiG pioneered online investing in Portugal and is the leading independent provider of online investment services based on internet trading volumes. They are a member of Euronext and maintain partnership arrangements with global financial services suppliers to provide clients access to major stock, options and futures exchanges.

IM Gestão de Ativos SGFI SA (IMGA) is the wholly-owned Portuguese fund management subsidiary of Corretaje e Informacion Monetaria y de Devisas SA in Spain.^ Established in 1989 as AF Investimentos-Fundos Imobiliários, SA, the firm changed their name to Millennium BCP Gestão de Fundos de Investimento SA in 2004 and became IM Gestão de Ativos SGFI SA in 2015. ^ IMGA is based in Lisbon and provides private and institutional clients with a range of mutual and real estate funds.

GNB Sociedade Gestora de Fundos de Investimento Mobiliário SA (GNB FIM) is the Lisbon-based subsidiary of ESAF Espirito Santo Activos Financeiros SGPS SA, ultimately owned by Banco Espirito Santo SA (XL: BES) in Portugal. Founded in 1987, the firm manages domestic funds for individual and institutional investors.

CGD Pensões SGFP SA (CGD Pensoes) is the pension fund management subsidiary of Caixa Gestao de Activos SGPS SA, itself a subsidiary of Caixa Geral de Depósitos SA in Portugal. The firm was founded in 1992 as Sociedade Gestora do Fundo de Pensões da Caixa Geral de Depósitos to manage the Caixa Geral de Depósitos pension fund. In 1994 they changed their name to Sociedade Gestora de Fundos de Pensões da Caixa Geral de Depósitos, SA. In 1996, they began to manage pension funds outside the CGD Group. In 2001, following the asset management restructuring at CGD, they changed their name to CGD Pensoes Sociedade Gestora de Fundos de Pensões SA. Based in Lisbon, CGD Pension offers individual and institutional clients the opportunity to finance retirement through open-ended or closed-ended pension funds.

Montepio Gestão de Activos SGFIM SA (Montepio Gestao) is the asset management subsidiary of Montepio Geral Associacao Mutualista in Portugal. Formerly known as MG Gestão de Activos Financeiros SGFIM, the firm was founded in 1991. Montepio Gestao is headquartered in Lisbon and manages investment funds and mutual funds for individual and institutional investors.

Seguradoras Unidas SA provides insurance services. Its products include vehicle, health, life, work accidents, multi-risk, civil responsibility, and other insurance. The company is headquartered in Lisbon, Portugal.

Fidelidade Companhia de Seguros SA (Fidelidade) is the Portuguese insurance subsidiary of LongRun Portugal SGPS SA, ultimately held by Fosun International Holdings Ltd. in the Virgin Islands. Formerly known as Companhia de Seguros Fidelidade Mundial SA, the firm’s heritage date to 1808. In 2012 they merged with Imperio Bonança and changed their name to Fidelidade Companhia de Seguros SA. Fidelidade is headquartered in Lisbon and provides life and non-life insurance tofamilies and businesses in Portugal.

Bankinter Gestão de Ativos SA (Bankinter Gestao) is the Portugese asset management subsidiary of Bankinter SA (MP: BKT; ADR: BKNIY) in Spain. Founded in 1990, the firm was formerly known as Barclays Fundos SA. They are located in Lisbon and provide fund and portfolio management for private and institutional investors.

Haitong Bank SA (Broker) is the securities brokerage division of Portuguese Haitong Bank SA, ultimately held by Haitong Securities Co., Ltd. (SHA: 600837) in China. Formerly known as Banco Espirito Santo de Investimento SA (Broker), the firm is headquartered in Lisbon and offers brokerage services to corporate and institutional clients in its local and international markets.

InfoVista Corp. provides performance management software solutions for industries such as professional, educational and retailing. Its products include application aware SD-WAN, application performance, visibility and control, advanced network service assurance and customer SLA reporting, end-to-end mobile network performance management and customer-centric radio network planning and optimization. The company was founded in 1995 and is headquartered in Ashburn, VA.

Caixa Banco de Investimento SA (CBI) is the brokerage subsidiary of Caixa Geral de Depositos SA, which is ultimately held by the Government of Portugal. Headquartered in Lisbon, the firm provides equity research to financial markets. They use a fundamental analysis.

BPI Gestão de Activos SGOIC SA (BPI GA) is the Portuguese asset management subsidiary of Caixabank SA (BME: CABK) in Spain. Headquartered in Lisbon, BPI GA was founded in 1990 and provides fund management for high-net-worth individuals and institutional investors. They have an alliance with Goldman Sachs Asset Management (UK) and Banco Itaú (Brazil) to provide dealing services for their BPI Global and BPI Brasil funds. BPI GA is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).