Peter John Hulse

Lazard Asset Management Ltd. (UK) (Lazard AM-UK) is the Great Britain-based asset management subsidiary of Lazard Asset Management (UK) Holdings Ltd., ultimately held by Lazard Ltd. (NYSE: LAZ) in the US. Founded in 1953, the firm is headquartered in London and provides investment management and advisory services to institutional clients, financial intermediaries, charities, family offices, private clients and investment vehicles around the world. Lazard AM-UK offers a comprehensive range of UK onshore and offshore funds that provide access to investment opportunities in major markets worldwide.

Janus Henderson Investors UK Ltd. (JHI UK) is the wholly-owned global asset management subsidiary of Janus Henderson UK (Holdings) Ltd., ultimately held by Janus Henderson Group Plc (LON: 0RPW; NYSE: JHG) in Great Britain. The firm was founded in 1934 and formerly known as Henderson Global Investors Ltd. Headquartered in London, JHI UK is a client-centric, sustainable and responsible investor which provides investment management services to individuals, private banks, third party distributors, insurance companies, pension funds, government bodies, investment trusts, charities and corporate entities.

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).

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.

SVM Asset Management Ltd. (SVM) is a privately-owned investment management firm based in Edinburgh, Scotland. Founded in 1990, SVM specializes in UK, European and global equities investments. The firm offers mutual funds (including an SRI fund), hedge funds and investment trusts to institutional and private investors.

The Institute of Chartered Accountants in England & Wales ensures that its members, students, and affiliates maintain the highest standards of professional competency and conduct to protect the public interest. The non-profit company is based in London, UK, and has subsidiaries in the United Kingdom. With over 150,000 members, the institute provides technical information, helplines, and communities to its members.

The Phoenix Life SCP Institution is a Mutual life assurance company offering a range of protection, saving, mortgage and investment products.

Rathbone Investment Management Ltd. (RIM) is the wholly-owned investment management subsidiary of Rathbone Brothers Plc (LON: RAT) in Great Britain. The firm is headquartered in Liverpool and was founded in 1979. RIM manages portfolios for US resident individuals, trusts, charities and pensions. They also provide individual investment and wealth management services for private clients, charities, trustees and professional partners, primarily in Great Britain.

INVESCO UK Ltd. operates as a business credit institution. The company is headquartered in London, UK.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

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.

WHEB Asset Management LLP (WHEB) is the specialist fund management subsidiary of WHEB LLP in Great Britain. The firm was founded in 2009 by Edward “Ted” Franks, Clare Brook and Hye-Won Kong. Headquartered in London, WHEB manages two different Fund vehicles – a UCITS OEIC regulated by the Financial Conduct Authority (FCA) and an Irish domiciled ICAV UCITS. The FP WHEB Sustainability Fund, their UCITS OEIC fund, is tailored to UK Investors. The Irish domiciled ICAV UCITS is designed for non-UK investors.

UBC Investment Management Trust, Inc. provides investment management services. The firm provides comprehensive investment management for the UBC Endowment Fund, Staff Pension Plan, Working Capital Fund and other UBC funds. The company was founded in March 2003 and is headquartered in Vancouver, Canada.

CFA Society of the UK is an association of investment professionals based in the UK. The British company was founded in an unspecified year.

IFCI Foundation-International Financial Risk Institute provides education and information services. The company was founded in 1984 and is headquartered in Geneva, Switzerland.

The Yehudi Menuhin School Ltd. was founded in 1963 and operates schools. The private company is based in Cobham, UK.

Design & Artists Copyright Society (DACS) is a not-for-profit visual artists' rights management organization that was established by artists for artists. The non-profit company is based in London, UK. The British company helps clear the rights in an artwork that one would like to reproduce and provides a license. DACS also provides information on whether they have the desired images. DACS also offers contact details for specific teams to ensure that enquiries are dealt with quickly and efficiently. It was founded in 1984, and the CEO is Gilane Tawadros.

EdenTree Investment Management Ltd. (EdenTree) is an investment management firm headquartered in London, UK. The firm was founded in 1988 as Ecclesiastical Buildings Fire Office to protect the Anglican Church. EdenTree was a wholly owned subsidiary of Benefact Group Plc until January 2023 when the entire ordinary issued share capital of the firm was transferred to EdenTree Holdings Ltd. (EHL) as part of the Group wide restructuring. They are ultimately owned by Benefact Trust Ltd. EdenTree provides a broad range of insurance, financial services and risk management solutions to meet the specific needs of its customers and business partners, which includes charities and heritage property owners. They manage the EdenTree Investment Funds for charities, designed to meet the needs of the UK Church and Charity investors.

BPL (Holdings) Ltd. is an independent insurance broker founded in 1987, based in London, UK. The British company specializes in credit and political risk insurance (CPRI) for multinational corporations, banks, and financial institutions. BPL places their clients at the center of their approach, acting exclusively and unambiguously as their agent. The private company has a strong focus on commodity traders, as they were some of the earliest users of the CPRI market. BPL is committed to supporting charities WeSeeHope and Justice and Care until at least 2025. The company has offices in several locations, including the US, Singapore, and Switzerland, and count many of the world's leading banks and financial institutions among their clients.

Marathon Asset Management Ltd. (dba Marathon-London) is an independent investment management firm headquartered in London, UK. The firm was founded by Neil M. Ostrer in 2019. Marathon-London provides discretionary investment management services to corporate pension and profit-sharing plans, charitable institutions, foundations, educational institutions, endowments, state and government entities such as sovereign funds, registered mutual funds, pooled investment vehicles such as non-US funds which includes undertakings for collective investment in transferable securities, alternative investment funds plus other institutional investors and corporations.

Part of Franklin Resources, Inc., Templeton International, Inc. provides investment advisory services. The company is based in Fort Lauderdale, FL. The CEO of the company is Gregory Eugene Johnson.

Part of AssetCo Plc, SVM Asset Management Holdings Ltd. is an investment holding British company that provides financial services. The company is based in Edinburgh, UK. The company was founded in 1990 by Margaret Anderson Lawson and Colin William McLean. SVM Asset Management Holdings was acquired by AssetCo Plc on November 01, 2022 for $13.73 million.