American Century Investments

BlackRock is a global asset manager and technology provider. Our purpose is to help more and more people experience financial well-being. We help millions of people invest to build savings that serve them throughout their lives. We make investing easier and more affordable. We advance sustainable investing because our conviction is it delivers better outcomes for investors. We contribute to a more resilient economy that benefits more people. Together with our clients, we’re contributing to a more equitable and resilient world – today and for generations to come. That’s why, we’re asking bigger questions – of ourselves, our industry, and the world at large. Questions that challenge convention and give rise to new thinking. Because the bigger questions we ask, the bigger actions we can take.

Fidante Partners forms long-term alliances with talented investment teams to support and grow specialist investment management businesses. Through these strategic partnerships, we’re able to provide investors with some of the world’s most compelling investment strategies. We are a global investment management business with approximately $110 billion in assets (as at 30 June 2021) and form part of the Challenger Limited Group, an ASX-listed investment management firm. Life with us is fast moving and always exciting. Together we’re driving to deliver our vision to provide our customers with financial security for retirement.

We are a community of 30 million who think - and feel - differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping investors achieve their goals has been our main reason for existence. At Vanguard, we’re built differently. Vanguard is investor-owned, meaning the fund shareholders own the funds, which in turn own Vanguard. When you’re surrounded by people who care about the same things, things tend to fall into place. With no other parties to answer to and therefore no conflicting loyalties, we make every decision - including keeping investing costs as low as possible - with your needs in mind. Because of our unique structure, your goals align with our goals. Whether you’re investing for your first house, college for your kids, or a comfortable retirement, you can be confident we’re on your side. That’s the value of ownership!

Since its founding in 2004, Generation has played a pioneering role in the development of sustainable and environmental, social and governance (ESG) investing. Our vision is a sustainable world in which prosperity is shared broadly, in a society that achieves wellbeing for all, protects nature and preserves a habitable climate. We seek to pursue our vision with urgency through our mission which is to deliver long-term, attractive, risk-adjusted investment returns and positive impact, and to advocate for the adoption of sustainable investing by the wider market. This mission also unites our global client base of asset owners, for whom we manage or supervise approximately USD 46.2 billion (as of 31 March 2024). Generation is also a Certified B Corporation. B Corps are businesses that meet the highest standards of verified social and environmental performance, public transparency and legal accountability to balance profit and purpose. B Corps are accelerating a global culture shift to redefine success in business and build a more inclusive and sustainable economy. Sustainable investing We see long-term investing as best practice and sustainability as the organising construct of the global economy. We use ESG factors as tools to evaluate the quality of businesses and management teams. We believe this approach reveals important and relevant insights that other investment frameworks may leave undiscovered – and that these insights ultimately lead to long-term, attractive, risk-adjusted investment returns. This makes us think differently about what drives and influences the performance of companies. It compels us to ensure that rigorous sustainability analysis is fully integrated into every investment decision we take. OUR CORE VALUES Ethical standards: We expect the highest ethical standards in our work and in our personal lives. Teamwork: Teamwork underpins our one-firm culture. Inclusion & diversity: Inclusion and diversity, in the broadest sense, help drive our success. Respect & dignity: Each of the individuals with whom we work is entitled to respect and dignity. Excellence: We aim for excellence in all that we do. Commitment: We are committed to rigorous research, curiosity and continuous learning. HOW WE WORKWe recognise complacency, hubris and loss of reputation to be the greatest risks to our business. We seek long-term client partnerships by ensuring our interests are fully aligned with those of our clients and delivering differentiated investment insight and exceptional client service. We seek to attract, develop and retain the best professionals with whom we share a commitment to our Mission and Core Values within a passionate investment culture. We are an independent, broadly owned and managed private partnership. We encourage all our colleagues to think and act like owners. We are committed to remaining a boutique investment firm. We recognise and accept our responsibility to the communities in which we live and work, and to the world community. We are mindful of ways to help our colleagues fulfil their personal responsibilities, and we actively encourage philanthropic engagement. We strive to promote a more sustainable form of capitalism through engagement with our clients, portfolio companies and the broader financial markets. The Generation Foundation is an important element of this work.

The Genferberg Group is a pinnacle of excellence in Switzerland's financial landscape, distinguishing itself as a leading provider of private equity and venture capital services. Renowned for our deep-rooted expertise and unwavering commitment, we cater to a sophisticated clientele, including qualified private and institutional investors seeking bespoke investment solutions. Our reputation is built on a foundation of strategic foresight and a relentless pursuit of innovation, managing a diverse and highly innovative portfolio of ventures across various sectors.

Spectra is a reference in the management of alternative investment programs in Latin America. Through a hybrid portfolio that combines primary, secondary, and co-investments, in partnership with specialized managers in their respective segments, Spectra optimizes portfolio risk profiles and generates attractive returns. Since its foundation in 2012, Spectra has established as a central element in Latin America's private asset ecosystem. It anchors managers, connects strategic players, and fosters connections that drive market development. Additionally, it maintains an extensive and exclusive database of the private market, resulting from partnerships with Insper and ABVCAP.