Sectoral Asset Management

It’s how we help our clients Prosper With Purpose™. Every day people are increasingly focused on investing to make the world a better place for themselves, their families, their organizations, and the world at large. It is possible to live a more meaningful and impactful life and give back something that’s more valuable than money. When you invest with us, you can also invest in the future of others and have the potential to impact the lives of millions. That’s possible because of the distinct relationship with the Stowers Institute for Medical Research, which owns more than 40% of American Century Investments. Our dividend payments provide the ongoing financial support for the Institute’s work of uncovering the causes, treatments and prevention of life-threatening diseases, like cancer. Together we can become a powerful force for good…it’s like nothing you’ve seen before from an investment management firm.

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.

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.

Deutsche Bank Corporate Venture Capital (CVC) is a cross-divisional & global activity to support startups and entrepreneurs across three dimensions: Invest We invest in startups and entrepreneurs around the globe in line with our mission to shape the future of financial services. We commit money, time and resources into our partners to enable growth and success. The CVC team explores new businesses and emerging technologies to drive growth in financial services. See our current portfolio. Create & incubate We work with Entrepreneurs-in-Residence to research and incubate transformational ideas and businesses. Entrepreneurs work alongside with Deutsche Bank experts with the goal to create independent businesses and entities based on key strategic and innovative topics that will revolutionise financial services. If you are an entrepreneur – with or without business idea – and are interested in learning more about the Entrepreneur-in-Residence programme, contact us to find out more: corporate.venture-capital@db.com Grow Deutsche Bank is committed to driving growth of its portfolio companies through active Business Development. Portfolio companies will have a dedicated manager, who will support them in their partnership with Deutsche Bank, provide access to subject matter experts, and scale their solution within the bank or externally. Portfolio companies also have access to exclusive Deutsche Bank CVC events, networking and key ecosystem players. Why we do it The Corporate Venture Capital (CVC) programme enables us to advance the bank’s commitment to technology and innovation. The CVC team focuses on strategic corporate venture capital investments in companies that use technology to support or enable banking and financial services, as well as investments into enterprise technology solutions that support our business. Through our Corporate Venture Capital programme we can unlock strategic, financial and technological ROI by aligning our portfolio companies with the long-term objectives of the bank. Strong expertise in Financial Services Having provided banking services to companies, governments, institutional investors, small and medium-sized businesses and private individuals around the globe, Deutsche Bank knows the Financial Services Industry inside and out. Partnering with Deutsche Bank enables access to industry specialists to gain access to financial, technology, regulatory and other expertise relevant to your company. Investment, Business Development & adoption of your technology Deutsche Bank not only invests in companies, it also offers active Business Development with a dedicated manager for each portfolio company and Entrepreneur-in-Residence, who will help you and your company as you grow and maneuver through Deutsche Bank & the industry. Deutsche Bank is looking for technologies to adopt and use giving you the opportunity to mature and improve your product in partnership with our teams. Leading European bank with global reach Deutsche Bank is a leading European Corporate Bank based in Europe’s largest economy with a strong investment banking, private banking, wealth and assets management capabilities. With a global footprint of offices and clients around the world and a globally recognized brand, Deutsche Bank can help your business grow globally.

Our company was established in 2022 in Japan and in 2023 in New York. Initially, we provided strategic consulting; however, from 2025, we changed our business model to an investment management company.

Rockefeller Capital Management is a leading independent financial services firm led by President & Chief Executive Officer Gregory J. Fleming, offering global family office, wealth management, asset management and strategic advisory services to ultra-high-net-worth individuals, families, institutions, and corporations. The firm oversees more than $95 billion of client assets. Headquartered in New York City, the firm has over thirty offices across the United States. Rockefeller Capital Management launched in March 2018 following the acquisition of Rockefeller & Co., Inc., the legacy Rockefeller family private investment office. Our firm is built upon the 140-year history of excellence in global family office and investment management of the Rockefeller family.