Barr Rosenberg

Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, SEC-registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients.

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 due to Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Barra LLC provides investment analytics, trading solutions and software to investment professions. The company provides risk management technology for investment professionals. Barra was founded by Barr Rosenberg and Andrew Rudd in 1975 and is headquartered in Berkeley, CA.

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

American Century Investments Services, Inc. provides investment and money management services. The company was founded by James E. Stowers in 1958 and is headquartered in Kansas City, MO.

The Chartered Institute of Management Accountants, also known as aicpa® & cima®, is a global organization with 689,000 members, students, and professionals. The non-profit company is based in London, UK, and has a global presence of subsidiaries in several regions. The British company advocates for the accounting and finance profession, as well as the public interest and business sustainability. Andrew Harding has been the CEO of the company since 2009.

Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

AXA Investment Managers Asia (Singapore) Ltd. (AXA IM-SG) is the Singapore-based subsidiary of AXA Rosenberg Asia Pacific Holding LLC, ultimately owned by AXA SA (EPA: CS; NYSE: AXA; OTCMKTS: AXAHY), a multinational insurance company headquartered in France. Formerly known as AXA Rosenberg Investment Management Asia Pacific Ltd., the firm was founded in 1990 as a joint venture between Nomura Asset Management and Rosenberg Institutional Equity Management. AXA IM-SG advises regional portfolios for funds managed within the parent group and distributes the group's range of equity, fixed-income, alternative and balanced products. They also trade Asia Pacific ex-Japan stocks. The firm's clients are institutions including pension funds, foundations and government entities.

Part of Woodbridge Co. Ltd. /New/, Vestek Systems, Inc. is a computer software company that operates in the banking industry. The company is based in San Francisco, CA. Vestek Systems was acquired by Primark Corp. on May 24, 1994 for $6.90 million.

Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

The Indian Institute of Technology, Madras, is among the foremost of institutes of national importance in higher technological education and in basic and applied research. The Institute, with nearly 360 faculty, 4000 students, 1250 administrative and supporting staff, is a self-contained campus and is located in a beautiful, wooded land of about 250 hectares in South Madras

Part of AXA SA, AXA Investment Managers Asia (Singapore) Ltd. (Australia) is a responsible investor, business, and employer that actively invests for the long-term to help clients, people, and communities move forward. The company is based in Sydney, Australia. The Australian company's focus is on equity investing, which offers the opportunity to share in the returns generated by companies worldwide, whether they are established leaders or dynamic smaller companies. The latest thinking of the company is on the rapid rise of digitalization and what it means for investors and the future.

Invesco Great Wall Fund Management Co. Ltd. (Investment Management) (IGW-IM) is the investment management division of Invesco Great Wall Fund Management Co. Ltd., founded jointly in 2003 by Great Wall Securities Co. Ltd, Invesco Ltd., Kailuan (Group) Co. Ltd., and Dalian Shide Group Co., Ltd. Headquartered in Shenzhen with branches in Beijing, Shanghai and Guangzhou, IGW-IM is the first Sino-US fund management company in China. They manage a range of open-ended funds featuring different risk/return profiles.

BlackRock Fund Advisors (BFA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies.

Morgan Stanley & Co. Ltd. provides wealth management, investment banking, and other financial services. The company founded on September 15, 1987 and is headquartered in London, the United Kingdom.

Responsible Investment Association Australasia operates as an association for responsible and ethical investors. It specializes in ESG, responsible investment, finance, professionals, methodology, impact investing, negative exclusionary screening, positive inclusionary screening. Its memberships include membership includes super funds, fund managers, banks, consultants, researchers, brokers, impact investors, property managers, trusts, foundations, faith-based groups, financial advisers and individuals. The company is headquartered in Sydney, Australia.

Aspire Ten25 LLC provides investment advice. The private company is based in Danville, CA. The company was founded by Kathleen Marie Houssels.

ClaraPHI Advisory Network LLC (ClaraPHI) is a SEC-registered investment advisor headquartered in Aliso Viejo, California. The firm was founded by Pierre T. Gallant and is a wholly owned subsidiary of Pomegranate Holdings LLC, which is owned by Tradability LLC. ClaraPHI offers a variety of investment advisory and related financial services to individuals, high net-worth individuals, families, business owners and corporations.

Atomi Financial Group, Inc. (dba Compound Planning) is a SEC-registered investment advisor headquartered in Irvine, California. The firm was acquired by Alternativ, Inc. in 2022. Compound Planning provides advisory services to individuals, high net worth individuals, businesses, corporate pension and profit-sharing plans, trusts and estates, charitable institutions, foundations, and endowments.