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CO-SPONSORS

Fidelity International, established in 1969, offers investment solutions and services and retirement expertise to more than 2.55* million customers globally. As a purpose-driven, privately-held company with a 50-year heritage, we think generationally and invest for the long term.

We offer our own investment solutions and access to those of others, and deliver services relating to investing. For individual investors and their advisers, we provide guidance to help them invest in a simple and cost-effective way. For institutions, including pension funds, banks and insurance companies, we offer tailored investment solutions, consultancy, and full-service outsourcing of asset management to us. For employers, we provide workplace pension administration services on top of, or independently from, investment management. We are responsible for total client assets of $739.9* billion from 2.55* million clients globally.

*Source: Fidelity International, as at 31 March 2021.

First Sentier Investors (formerly First State Investments) is a global asset management group focused on providing high quality, long-term investment capabilities to clients. We bring together independent teams of active, specialist investors who share a common commitment to responsible investment principles. We are a stand-alone asset management business and the home of investment teams, FSSA Investment Managers, Stewart Investors and Realindex. All our investment teams – whether in-house or individually branded – operate with discrete investment autonomy, according to their investment philosophies. Together, we offer a comprehensive suite of active investment capabilities across global and regional equities, cash and fixed income, infrastructure and multi-asset solutions, all with a shared purpose to deliver sustainable investment success. We have been managing money with this long-term outlook for more than 30 years. Today, across the First Sentier Investors group, we manage assets on behalf of institutional investors, pension funds, wholesale distributors and platforms, financial advisers and their clients.

J O Hambro Capital Management (JOHCM) is an active investment management company regulated by the UK’s Financial Conduct Authority (FCA). From our offices in London, Singapore, New York and Boston, we manage USD41.2bn of assets across a range of global and regional equity strategies and a multi-asset strategy. Our nimble teams invest with high conviction and full autonomy, able to pursue the best investment opportunities whilst being free from the bureaucratic distractions of larger investment houses.

Morgan Stanley Investment Management, together with its investment advisory affiliates, has more than $1.4 trillion in assets under management or supervision as of March 31, 2021.  Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. The combination with Eaton Vance allows the firm to bring even more value to clients through many high quality, complementary investment offerings, delivered with an unwavering commitment to client service.  Professionals across the globe draw upon these capabilities to develop strategies that address a wide range of investors’ needs across the public and private markets. We show unwavering commitment to investment excellence, diversity of perspective, and differentiated values.

PIMCO is one of the world’s premier investment managers. Since our launch in 1971 in Newport Beach, California, PIMCO has grown to 20 offices across the globe and 3,040 professionals managing $2.16 trillion in client assets.  Over the last 17 years we have developed a strong alternatives platform managing $47 billion in client assets spanning global macro, commodities, risk premia, real estate and alternative and private credit markets. Our alternatives platform is focused on putting together unique strategies that offer attractive risk-adjusted returns across market cycles and partnering with clients to create innovative investment solutions that harness our broad expertise.

TD Asset Management (TDAM), a member of The Toronto-Dominion Bank Group, is a leading asset manager in Canada with an expanding global presence. 

We offer an extensive history of innovative solutions designed to provide better risk-adjusted returns with a long track record in integrating public and private market capabilities to corporations, pension funds, endowments, foundations and high net worth individuals. We are the largest manager of Canadian pension fund assets and manage retail mutual fund assets on behalf of almost 2 million investors. 

TDAM has been in business for more than three decades and oversees $328 billion* of investments for our clients in North America and world wide. Over that time, the investment landscape, investor needs, and our range of offerings have evolved and expanded. What has remained consistent is our focus on quality, our risk management discipline and our commitment to applying the new thinking necessary to address our clients’ challenges.

*Assets under management (AUM) in U.S. Dollars as of March 31, 2021 for TD Asset Management Inc., TDAM USA Inc., and Epoch Investment Partners, Inc. All entities listed are affiliates and wholly-owned subsidiaries of The Toronto-Dominion Bank.

ASSOCIATE SPONSOR

S&P Dow Jones Indices is the largest global resource for essential index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based on our indices than products based on indices from any other provider in the world. Since Charles Dow invented the first index in 1884, S&P DJI has been innovating and developing indices across the spectrum of asset classes helping to define the way investors measure and trade the markets.

S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies, and governments to make decisions with confidence. For more information, visit www.spglobal.com/spdji/.

SUPPORTING ORGANISATION