Robert P. Morris

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.

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.

HSBC Global Asset Management (France) SA (HSBC GAM-France) is the French asset management subsidiary of HSBC Continental Europe, ultimately held by HSBC Holdings Plc (LON: HSBA, ADR: HSBC.PRA) in Great Britain. Formerly HSBC Investments (France) SA, the firm was founded in 1998 within the former CCF-Crédit Commercial de France. Headquartered in Courbevoie with additional office in Puteaux, HSBC GAM-France provides investment advice to banks and thrift institutions, investment companies, pension and profit-sharing plan, corporations, and business entities. They are a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

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.

Premier Fund Managers Ltd. (PFM) is the wholly-owned fund management subsidiary of Premier Investment Group Ltd., ultimately held by Premier Miton Group Plc (LON: PMI) in Great Britain. The firm was founded in 1988 and is headquartered in Guildford. PFM manages a range of authorized UK and offshore funds and provides tailor made discretionary management services for private and corporate clients including professional advisers, retail investors, institutions and charities.

Credit Suisse Asset Management Ltd. (CSAM) is the wholly-owned, Great Britain-based asset management subsidiary of Credit Suisse Asset Management (UK) Holding Ltd., itself a subsidiary of Credit Suisse Group AG (SWX: CSGN, NYSE: CS) in Switzerland. Founded in 1982, the firm is headquartered in London and offers a wide range of investment products and functions across asset classes and investment styles for various clients including governments, institutions, corporations and private individuals.

Van Lanschot Kempen Investment Management (UK) Ltd. (Van Lanschot Kempen UK) is a mutual fund management firm headquartered in London, UK. Formerly known as Kempen Capital Management (UK) Ltd., the firm was founded in 1993 and is a wholly-owned subsidiary of Kempen & Co. NV, ultimately held by Van Lanschot Kempen NV (AMS: VLK) in The Netherlands. Van Lanschot Kempen UK provides asset management services for institutional investors, foundations and high net-worth private clients, through mandates and investment funds.

Part of ING Groep NV, ING Barings Group LLC is a British company that provides investment banking and financial services. The company is based in London, UK.

The HongKong & Shanghai Banking Corp. Ltd. provides banking services. It offers personal, commercial and corporate banking financial services across Asia. The company was founded by Thomas Sutherland on March 3, 1865 and is headquartered in Hong Kong.

Nomura Singapore Ltd. (Nomura SG) is the brokerage subsidiary of Nomura Asia Pacific Holdings Co. Ltd, itself a subsidiary of Nomura Holdings, Inc. (TK: 8604, ADR: NMR) in Japan. The firm was founded in 1972 as Singapore Nomura Merchant Banking Ltd. and became Nomura Singapore Ltd. in 1989. Headquartered in Singapore, Nomura SG provides a range of brokerage services to institutional and private clients and are supported by Nomura Securities Singapore Pte Ltd. and Nomura Futures (Singapore) Pte Ltd.

Sanlam Investments UK Ltd. (Sanlam UK) is the Great Britain-based specialist equity investment management subsidiary of Sanlam Investment Holdings UK Ltd., ultimately owned by Sanlam Ltd. (JSE: SLM) in South Africa. The firm was founded in 2006 by Derrick Dunne, Ted Williams, Chris Rodgers and Tom Carroll. Headquartered in London, Sanlam UK manages a number of pooled funds and segregated accounts for institutional and retail clients.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

Part of Lazard Ltd., Lazard India Pvt Ltd. is an Indian financial services company. The company is based in Mumbai, India. Founded in 1984, Lazard India provides financial services.

Hong Kong Interbank Clearing Ltd. provides interbank clearing and settlement services. Its services include bulk clearing, USD clearing system, and etrade connect. The company was founded in april 1997 and is headquartered in Kwun Tong, Hongkong.

HSBC Life (International) Ltd. provides life insurance services. The company is headquartered in London, the United Kingdom.

BlackRock Asset Management North Asia Ltd. (BAMNAL) is the investment management subsidiary of BlackRock HK Holdco Ltd., itself a subsidiary of BlackRock Inc. (NYSE: BLK) in the US. The firm was founded in 1998 and formerly known as Barclays Global Investors North Asia Ltd. They renamed into BlackRock Asset Management North Asia Ltd. in 2009 when BlackRock merged with Barclays Global Investors. Headquartered in Hong Kong, BAMNAL manages assets for institutional clients, pooled investment vehicles and US registered investment companies, including ETFs. Mandates include equity and real estate strategies.

HSBC Insurance (Asia) Ltd. engages in the provision of insurance services. The company was founded on February 25, 1977 and is headquartered in Hong Kong.

Part of HSBC Holdings Plc, HSBC Securities Services (UK) Ltd. is a financial services organization that offers insight and analysis on the latest trends from HSBC executives, economists, and experts. The company is based in Edinburgh, UK, and is committed to helping tackle financial crime and protecting the financial system. The company is also involved in the process of rebuilding from the COVID-19 pandemic, particularly in the UK and its surrounding areas. HSBC is one of the largest banking and financial services organizations in the world, offering answers to frequently asked questions about HSBC shares and shareholdings, financial reporting, dividends, and taxation.

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.

Pragma Business Ventures Pvt Ltd (Pragma Business Ventures) is a venture capital subsidiary of Ambit Holdings Pvt. Ltd founded in 2007. The firm is headquartered in Mumbai, India.

Lion Global Investors Ltd. (Private Equity) is a Private Equity firm, a subsidiary of Lion Global Investors Ltd. founded in 2005. The firm is headquartered in Singapore.

Macquarie-SBI Infrastructure Fund, is a infrastructure fund invests in companies located in India. The fund invests in roads, sea ports, airports, power generation, transmission and distribution, gas distribution, telecommunications and logistics businesses. It also makes co-invetments.

ATC Telecom Infrastructure Pvt Ltd. provides telecommunications infrastructure services. It engages in the deployment and commissioning of telecommunication towers across India to telecom service providers. The firm builds, rents, operates and manages telecom towers across India in addition to providing tower solutions to various downstream sectors. The company is headquartered in Mumbai, India.

Financial Services Development Council operates as a financial centre. The firm provides information of the FSDC’s activities in relation to the Hong Kong financial services industry, but also the FSDC’s publications on a wide spectrum of topics related to the industry such as the reports on mandatory provident fund system, life insurance as well as Environmental, Social and Governance (ESG).The company is headquartered in Hong Kong.

Part of BlackRock, Inc., BlackRock Alternative Investors is an American company that strives to bring their investors high-quality investments in real estate, infrastructure, private equity, credit, hedge funds, and alternative solutions. The company draws upon their footprint, superior execution capabilities, and position as a preferred partner to manage over USD $283 billion in alternative investments and commitments on behalf of clients worldwide as of June 30, 2021.

Part of Allianz SE, Allianz Global Investors UK Ltd. is a company that provides investment advice. The company is based in London, UK and was founded in 2018.

Haitong Securities (UK) Ltd. (Haitong Securities UK) is the Great Britain-based brokerage subsidiary of Espirito Santo Investment Holding Ltd., ultimately held by Haitong Securities Co., Ltd. (SH: 600837, ADR: HAITY) in China. Formerly known as Execution Noble Ltd., the firm was established in 2001. They were acquired by Banco Espirito Santo de Investimento SA in 2010 and changed their name to Haitong Securities (UK) Ltd. in 2015. Headquartered in London, Haitong Securities provides access to an international production and distribution platform of equities, derivatives, fixed-income and research for corporate and institutional investors.