Rob Orman

UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world.

Columbia Threadneedle Asset Managers Ltd. (CTAM) is an asset management firm headquartered in London, UK. The firm was founded in 1990 as F&C Asset Managers Ltd. and renamed BMO Asset Managers Ltd. in 2018. They changed their name to Columbia Threadneedle Asset Managers Ltd. when BMO rebranded to Columbia Threadneedle Investments in 2022. The firm is a subsidiary of Columbia Threadneedle AM (Holdings) Plc, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. CTAM manages a range of in-house and multi-manager funds for private individuals and institutional clients.

Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles.

Nomura International Plc provides a variety of financial services including advisement, investment banking and asset management. It trades in and sells fixed income and equity products, including related derivatives; and provides investment banking services, and corporate finance and private equity services. The company is also involved in asset and principal finance business. It offers investment advisory and management, custody, and employment services. Nomura International was founded in 1981 and is headquartered in London, the United Kingdom.

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.

First Sentier Investors (UK) IM Ltd. (FSIIM) is the wholly-owned, Great Britain-based specialist asset management subsidiary of S.I. Holdings Ltd., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Headquartered in Edinburgh, the firm was founded in 1970 and formerly known as First State Investment Management (UK) Ltd. FSIIM provides discretionary investment management and portfolio management services to a range of institutional clients and funds.

UBS Asset Management (UK) Ltd. (UBS-UK) is the Great Britain-based investment subsidiary of UBS Asset Management Holdings Ltd., itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Founded in 1981 as Phillips & Drew Investment Management Ltd., the firm merged with UBS Asset Management in 2000 to form UBS Asset Management Ltd., which became UBS Global Asset Management (UK) Ltd. in 2002. They changed their name to UBS Asset Management (UK) Ltd. in 2015. Headquartered in London, UBS-UK provides asset management services to corporate and public pension plans, sovereign institutions, endowments and municipalities, charities, insurance companies, wholesale intermediaries, financial institutions, and private clients.

Janus Henderson UK (Holdings) Ltd. provides investment banking and consulting services. The firm offers financial advisory services on insurance, pension, investment, and mortgage-related activities. It offers banking solutions and investment products to retail and institutional investment professionals. The company was founded on November 10, 1986 and is headquartered in London, the United Kingdom.

BNP Paribas Asset Management Europe SAS (BNP Paribas France) is the investment management subsidiary of BNP Paribas SA (EPA: BNP). Headquartered in Paris, the firm was founded in 1980. BNP Paribas France provides discretionary and pooled investment management for French and international private individuals, companies and institutions.

JPMorgan Asset Management (UK) Ltd. (JPMAM-UK) is the wholly owned, Great Britain-based investment arm of JPMorgan Asset Management International Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. The firm was founded in 1974 and formerly known as JPMorgan Fleming Asset Management. They changed their name to JPMorgan Asset Management UK Ltd. in 2005. Headquartered in London, JPAM-UK provides investment advisory services to institutional clients, both US and non-US.

FIL Investment Advisors (UK) Ltd. (FIA UK) is a Great Britain-based fund management firm headquartered in Tadworth, Surrey. Founded in 1984, the firm is a wholly-owned subsidiary of FIL Holdings (UK) Limited, which in turn is a wholly-owned subsidiary of FIL Ltd. in Bermuda. FIA UK provides a range of global investment products and services to institutional accounts, mutual funds and other pooled investment vehicles.

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.

Threadneedle Asset Management Ltd. (Threadneedle AM) is the wholly-owned global asset management subsidiary of TC Financing Ltd., ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. Headquartered in London, the firm was founded in 1994 and manages assets for a range of clients which includes pension schemes, insurance companies, private investors and corporations. Threadneedle AM is a socially responsible investor which believes they have a responsibility to, and will benefit from, exercising environmental and social stewardship throughout their firm.

Universities Superannuation Scheme Ltd. (USS) is a pension scheme headquartered in Liverpool, UK. The firm was founded in 1974 to administer both defined (DB) and other benefits and defined contributions (DC) pensions. USS provides retirement benefits to various members across 330 institutions in the higher education sector.

JPMorgan Securities Plc is a brokerage firm headquartered in London, UK. The firm was founded in 1992 and is a wholly-owned subsidiary of JP Morgan Capital Holdings Ltd., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. JPMorgan Securities provides market research, proprietary pricing data and analytics, and trade execution across multiple asset classes such as credit, equities and FX. They help institutional investors, traditional and alternative asset and fund managers, broker dealers and equity issuers meet the demands of changing markets.

Henderson Equity Partners Ltd (HEP) is a private equity subsidiary of Henderson Global Investors Ltd founded in 1991. The firm is headquartered in London, United Kingdom.

Mercer Ltd. is the Great Britain-based asset management subsidiary of MMC UK Group Ltd., ultimately held by Marsh & McLennan Cos., Inc. (NYSE: MMC) in the US. Headquartered in London, the firm was founded in 1970 and provides investment management services to individuals, institutional investor, non-profit/endowment, financial intermediary and family office.

PIMCO Europe Ltd. (PIMCO-Europe) is the Great Britain-based subsidiary of PIMCO Global Advisors LLC, ultimately held by Allianz SE (FR: ALV; ADR: AZSEY) in Germany. Established in 1997, PIMCO-Europe is headquartered in London with additional branches in Europe and global offices in Asia, Australia, and the Americas. The firm provides fixed-income investment management services to clients in Great Britain, Europe and the Middle East. In addition to corporate pension funds, their clientele includes foundations, endowments, public retirement plans, central banks and corporate treasury departments. They also serve retail and high-net worth individuals. PIMCO Europe manages discretionary accounts, institutional funds and mutual funds. The firm is involved in the institutional wholesale business, and sub-advises portfolios for third-party fund-of-fund managers.

Deutsche Alternative Asset Management (UK) Ltd. (Deutsche AAM-UK) is the Great Britain-based property investment management subsidiary of Deutsche Asset Management Group Ltd., ultimately held by Deutsche Bank AG (NYSE: DB) in Germany. Established in 1990, the firm is headquartered in London and caters to both private and institutional investors through pooled real estate investment vehicles as well as direct investments.

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.

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.

Henderson Global Investors (Holdings) Ltd. provides investment management services. The company was founded in 1983 and is headquartered in London, the United Kingdom.

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

BNP Paribas Asset Management UK Ltd. (BNPP AM UK) is an asset management firm headquartered in London, UK. The firm was founded in 1990 and is a wholly owned subsidiary of BNP Paribas Asset Management Holding SA, itself a subsidiary of BNP Paribas SA (EPA: BNP, ADR: BNPQY) in France. BNPP AM UK provides customized investment management services to institutional clients, wholesale clients and collective investment schemes.

Lombard Odier Asset Management (Europe) Ltd. (Lombard Odier Europe) is the Great Britain-based asset management subsidiary of LO Holding SA, itself a subsidiary of Compagnie Lombard Odier SCmA in Switzerland. The firm is headquartered in London and was founded in 2009. Lombard Odier Europe provides asset management services to institutional and wholesale clients.

USS Investment Management Ltd. (USS-IM) is the wholly owned investment management subsidiary of Universities Superannuation Scheme Ltd. (USS), the final salary scheme for higher education employers in Great Britain. USS-IM is the principal investment manager and advisor to the scheme. Headquartered in Liverpool, the firm was founded in 1997.

Quilter Investors Ltd. is the investment management subsidiary of Quilter Plc (JSE, LON: QLT) in Great Britain. Formerly known as Old Mutual Investment Management Ltd., the firm was founded in 2001 as Skandia Investment Services Ltd. and changed their name in 2012 when Skandia merged with Old Mutual. They became Quilter Investors in 2018. Headquartered in London, Quilter Investors manages funds, segregated mandates and hedge fund structures on behalf of retail, wholesale, institutional and internal customers.

Redington Ltd. is a privately-owned investment management firm headquartered in London, UK. The firm was founded by Dawid Konotey-Ahulu and Robert Gardner in 2008 as Prospect Number 64 Ltd. Redington provides a full range of outcome-oriented advice, research and technology to pension funds, wealth managers and other institutional investors across the UK, Europe and China.

Nuveen Investment Management International Ltd. (NIMI) is the Great Britain-based investment management subsidiary of Nuveen FCACO Ltd., ultimately held by The Trustee For The Fu Family Trust in Australia. The firm was founded in 1987 and formerly known as Nuveen Real Estate Management Ltd. Headquartered in London, NIMI offers investment solutions across asset classes for a broad range of investors.

BennBridge Ltd. is an investment management firm headquartered in London, UK. The firm was founded by Paul Marriage in 2017 as New 03 Ltd. They are a subsidiary of BennBridge Hold Co., Ltd., ultimately owned by Bangarra Group Ltd. in Australia. BennBridge develops and distributes actively managed equity funds and offers high-grade service and investment solutions to institutional and intermediary clients.

Shippr SA is a logistics company based in Brussels, Belgium that simplifies and optimizes delivery routes for businesses with recurring deliveries. The Belgian company offers a variety of delivery options, including express, refrigerated, and large or fragile items. Shippr prioritizes customer experience and aims to make logistics simple and efficient through their technology. The company also provides opportunities for independent refrigerated delivery drivers to increase their income through recurring routes. Shippr is the solution for businesses in need of a delivery service. The company was founded in 2017 by Kevin Gérard Michaël Delval, Alexina Smet, Quentin Désiré Roger Goossens, Romain Omer Ilyas Syed, and Romain Omer Ilyas Syed has been the CEO since 2017.