Sophie Steel

BlackRock International Ltd. (BIL) is the Great Britain-based subsidiary of BlackRock Group Ltd., itself a subsidiary of BlackRock Inc. (NYSE: BLK) in the US. Founded in 1995, the firm is headquartered in Edinburgh and manages assets for institutional clients, separate accounts, pooled investment vehicles and US registered investment companies, including ETFs. Mandates include equity, fixed income and multi-asset strategies. BIL is socially responsible investors which has mandates that explicitly address social, ethical, or environmental considerations.

BlackRock Advisors (UK) Ltd. (BlackRock UK) is the Great Britain-based investment management subsidiary of BlackRock Finance Europe Ltd., ultimately held by BlackRock, Inc. (NYSE: BLK) in the US. The firm was founded in 1964 and formerly known as Barclays Global Investors Ltd. Headquartered in London, BlackRock UK manages a range of investment products for various UK and continental European clients including defined benefit and defined contribution pension plans, insurance companies, educational and nonprofit organizations, local government entities, and individual and families.

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.

State Street Global Advisors Ltd. (SSGAL) is an investment management firm headquartered in London, UK. Founded in 1990, the firm is a wholly-owned subsidiary of State Street Global Advisors International Holdings Inc., ultimately held by State Street Corp. (NYSE: STT) in the US. SSGAL offers a variety of asset management solutions to pension funds, investment management companies, insurance companies, central banks, and family offices.

BlackRock Financial Management, Inc. (BFM) is a registered investment advisor headquartered in New York City. The firm was founded in 1994 and is a direct subsidiary of BlackRock Holdco 2, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFM manages assets for institutional and high net-worth clients, separate accounts, pooled investment vehicles, private investment funds and US registered investment companies.

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.

Tresidor Investment Management LLP (Tresidor) is an independent alternative investment manager headquartered in London, UK. The firm was founded by Michael Phelps and Edgar Senior in 2018. Tresidor provides investment advice to pooled investment vehicles.

PricewaterhouseCoopers LLP (UK Broker) is the brokerage division of PricewaterhouseCoopers LLP, which is ultimately held by PricewaterhouseCoopers International Ltd. The firm is headquartered in London and was founded in 2002. They provide brokerage services to their clients.

AllianceBernstein Ltd. (ABL) is the Great Britain-based, global investment management subsidiary of AllianceBernstein Preferred Ltd., ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. Headquartered in London, the firm was founded in 1990 by David Andrew Steyn. ABL provides investment management and research services to public and private sector institutional clients, retirement and pension funds, banks, insurance companies and high-net worth individuals. They offer a family of globally distributed mutual fund portfolios across all major investment disciplines. The firm is a signatory to the UN Principles of Responsible Investment (UNPRI) and integrates ESG issues into their investment processes.

Coutts & Co. is a wealth management firm headquartered in London, UK. The firm was founded in 1755 and is a subsidiary of NatWest Markets Plc, owned by NatWest Group Plc (LON: NWG). Coutts & Co. offers private banking and wealth management services for high-net-worth individuals and their families.

The Church Commissioners for England is a religious organization committed to the safeguarding, care, and nurture of everyone within its community. The Church is based in England. The organization has adopted policies and procedures to combat slavery and human trafficking. The Church offers a five-session course called "Difference" that explores following Jesus in a conflicted world. The Church of England has a vision and strategy for the 2020s. The British company was founded in 1948. Gareth Mostyn has been the CEO of the non-profit company since 2018.

Liberum Capital Ltd. (Liberum) is a brokerage firm headquartered in London, UK. The firm was founded by Shane Le Prevost in 2007 to provide a different style of broking. They were acquired by Panmure Liberum Ltd. from TN Holdings (BVI) Ltd. in 2024. Headquartered in London, Liberum provides trading and execution services for institutional clients. They bring liquidity into the niches that matter and are market-makers in various large, mid and small-cap stocks.

Moody's Investors Service Ltd. is the Great Britain-based investment research subsidiary of Moody's Corp. (NYSE: MCO) in the US. The firm was founded in 1985 under the name Rapidcredit Ltd. Headquartered in London, Moody's Investors Service provides credit ratings, research, and risk analysis. Credit ratings and research help investors analyze the credit risks associated with fixed-income securities. Such independent credit ratings and research also contribute to efficiencies in fixed-income markets and other obligations, such as insurance policies and derivative transactions, by providing credible and independent assessments of credit risk.

Legal & General Investment Management Ltd. (LGIM) is a fund management firm headquartered in London. The firm was founded in 1970 and is a wholly-owned subsidiary of Legal & General Investment Management (Holdings) Ltd., which is owned by Legal & General Group plc (LSE: LGEN, ADR: LGGNY). LGIM provides investment management services to pension funds, institutional and private clients. Their clients are primarily in Great Britain, and marginally in the US though their Chicago-based subsidiary LGIM America, which established in 2006.

Oaktree Capital Management (UK) LLP (Oaktree UK) is Great-Britain investment management subsidiary of Oaktree European Holdings LLC, ultimately held by Brookfield Corp. (NYSE, TSX: BN) in Canada. Headquartered in London, Oaktree UK was founded in 2011 and provides investment management services in select niche investment markets for pension plans, insurance companies, endowments, foundations and sovereign wealth funds. They are a socially responsible investor which regularly evaluates how they can incorporate ESG considerations into their investment process to conscientiously invest on behalf of their clients.

Lehman Brothers Bancorp, Inc. provides banking and financial services. It offers savings, credit cards, and brokerage and mortgage services. The firm also provides home financing, asset based lending, and residential real estate finance. The company was founded in 1850 and is headquartered in Wilmington, DE.

Merrill Lynch International (MLI-UK) is a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. MLI-UK provides brokerage services to individual and retail clients.

Orbis Investment Advisory Ltd. (Orbis Investments) is an investment management firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Orbis Holdings SA Ltd., which is owned by Allan & Gill Gray Foundation in South Africa. Orbis Investments manages investment vehicles for various investors.

Continent Pharmaceutical Inc. operates as orphan drug company. It develops, manufactures and distributes pharmaceutical products for the treatment of organ fibrosis and other orphan diseases. Its products includes ETUARY and generic drugs. The company was founded on July 3, 2002 and is headquartered in Beijing, China.

EFTA Ltd. provides equipment loans for small and medium enterprises and farmers. The company was founded by Michiel Timmerman and Clement Kwayu in 2005 and is headquartered in Moshi, Tanzania.

AHL Venture Partners is an investment management company headquartered in Vancouver, Canada.

Dlaurin, Inc. specializes in providing high-quality real wood cabinets for kitchen upgrades. The private company is based in Bedford Heights, OH. The company offers a range of options including RTA, shaker, fully assembled, and custom cabinets.

Caxton Associates LP (Caxton) is an independent, SEC- registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded as the successor to Caxton Corp., which was founded in 1983 by Bruce Kovner. Caxton serves directly or indirectly as general partner, manager or advisor to several domestic and foreign private investment funds, and as a trading advisor to several foreign private investment funds.