Ian Burns

Macquarie Asset Management (NZ) Ltd. (Macquarie AM-NZ) is the wholly-owned investment management subsidiary of Macquarie Investment Management Holdings Pty Ltd., ultimately owned by Macquarie Group Ltd. (ASX: MQG) in Australia. The firm was founded in 1849 and formerly known as AMP Henderson Global Investors (New Zealand) Ltd. They changed their name to AMP Capital Investors (New Zealand) Ltd. in 2003 and Macquarie Asset Management (NZ) Ltd. in 2022. Headquartered in Auckland, Macquarie AM-NZ manages a wide range of products for superannuation schemes, charities, corporations and individual investors.

Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc.

Standard & Poor's Investment Advisory Services (UK) Ltd. is the Great Britain-based financial research subsidiary of S&P Global, Inc. (NYSE: SPGI) in the US. Formerly known as McGraw-Hill Financial Research Europe Ltd., established in 1994 as Standard & Poor's LLC, the firm is located in London.

Fisher Funds Management Ltd. (Fisher Funds) is an independent specialist investment management firm headquartered in Auckland, New Zealand. The firm was founded by Carmel Fisher in 1998. Fisher Funds manages investment funds and savings accounts for a range of investors that includes community trusts, schools, charities, KiwiSaver schemes, corporate pension schemes and individuals.

Bell Asset Management Ltd. (Investment Management) (BAM-IM) is the investment management division of Bell Asset Management Ltd. The firm is a subsidiary of Bell Asset Management Holdings Ltd., which is owned by Bell Group Holdings Pty Ltd. in Australia. Headquartered in Melbourne, BAM-IM provides advice to institutional investors and to pooled investment vehicles, including the Bell Trusts. The investors in the Bell Trusts may include corporations, endowments, foundations, trusts, estates, individuals and pension and profit sharing plans.