Robert Swift

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

Pendal Group Ltd. (Investment Management) (PG-IM) is the investment management division of Pendal Group Ltd., an investment company headquartered in Sydney, Australia. Formerly known as BT Investment Management Ltd., the firm was founded in 2007 and changed their name to Pendal Group Ltd. in 2018. They became part of Perpetual Ltd. (ASX: PPT) in 2023. PG-IM utilizes a multi boutique business model to manage funds for retail and institutional clients and other intermediaries.

Pendal Group Ltd. engages in the provision of investment management services. It operates through the Pendal Australia, Pendal EUKA, and Pendal U.S.segments. The Pendal Australia segment involves in the investment management business in Australia. The Pendal EUKA segment involves investment management business in Europe, UK, and Asia. The Pendal U.S. segment involves investment management business in Unites States of America. The company was founded in 1969 and is headquartered in Sydney, Australia.

Newscape Capital Group Ltd. (Newscape Capital) is a diversified financial services boutique headquartered in London, UK. The firm was founded by Stephen D. Decani in 2008 as E-Vestment Capital Ltd. Newscape Capital provides investment advice to valued clients and investment partners which include financial intermediaries, pension funds, professional families, trusts and fiduciaries, institutions and sovereign wealth funds.