Agenda

Allspring Global Investments is an independent asset management firm with more than $580bn in assets under advisement, more than 20 offices globally and investment teams supported by more than 440 investment professionals (as of 31Dec '23. Figures include discretionary and non-discretionary assets). Allspring is committed to thoughtful investing, purposeful planning, and inspiring a new era of investing that pursues both financial returns and positive outcomes.

AXA Investment Managers (AXA IM) is a responsible asset manager, actively investing for the long term to help its clients, its people, and the world to prosper. Its high-conviction approach enables it to uncover what it believes to be the best global investment opportunities across alternative and traditional asset classes, managing approximately €842bn in assets (as at the end of Sep '23). It is committed to reaching net zero greenhouse gas emissions by 2050 across all its assets, and integrating ESG principles into its business, from stock selection to corporate actions and culture. Its goal is to provide clients with a true value responsible investment solution, while driving meaningful change for society and the environment. AXA IM employs more than 2,700 employees around the world, operating out of 23 offices across 18 countries and is part of the AXA Group, a worldwide leader in insurance and asset management (as at end of Dec '23).

Capital Group is one of the oldest and largest asset management companies in the world, managing multi-asset, equity and fixed income investment strategies for different types of investors. Since 1931, it has been focused on delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. It builds its investment strategies with durability in mind, backed by experience in varying market conditions. Fundamental proprietary research forms the backbone of its approach, provided by an integrated global network of more than 450 experienced investment professionals, with an average portfolio manager investment experience of 27 years. Today, Capital Group works with financial intermediaries and institutions to manage more than $2.7trn in long-term assets for investors around the world (all data as at 31 Mar '24).

Carmignac is an independent asset manager established in 1989. It strives to give the best of active and alternative asset management to investors, helping them fulfil their long-term goals while contributing towards building a more sustainable world. It is committed to delivering premium products with consistent long-term performance, providing high-quality customer service for both distributors and investors, and embedding ESG focus into it does.

Millions of people rely on Columbia Threadneedle Investments to manage their money and invest for their future. Together, they entrust it with £500bn (as at 31 Dec '23). It is investing smarter for the world you want.

J.P. Morgan ETFs span the full investment spectrum, constantly pushing the boundaries of what is possible from the ETF wrapper. From traditional passive to innovative strategic and alternative beta strategies, and right through to best-in-class active funds, the ETFs capitalise on the firm's extensive expertise across all major markets and in every asset class, allowing investors to create more diversified and better-priced portfolios. its aim is simple: to provide solutions for every investment portfolio by elevating ETFs to their full potential.

Jupiter is a specialist, high-conviction, active asset manager. It exists to help clients achieve their long-term investment objectives. From its origins in 1985, Jupiter now offers a range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives. It is a constituent member of the FTSE 250 Index and has assets under management of £52.2bn (as at 31 Dec '23). Independence of thought and individual accountability define the firm. Its fund managers follow their convictions and seek those investment opportunities that they believe will ensure the best outcome for clients. They do this through fundamental analysis and research, a clear investment process and risk management framework, with a focus on good stewardship.

PGIM Investments thinks globally and executes locally. It provides access to active investment strategies in the pursuit of consistent outperformance and local market expertise to meet clients’ needs. It is a part of PGIM, the global investment management business of Prudential Financial, Inc. (PFI), a global leader with more than $1.2trn in assets under management (as at 31 Dec '23).and a company that individuals and businesses have trusted for more than 145 years.

Source: PGIM PFI of the US is not affiliated in any manner with Prudential plc, incorporated in the UK or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the UK.

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. It invests clients’ capital in income and credit opportunities that span the liquidity spectrum, leveraging decades of experience navigating complex debt
markets.

Premier Miton is a genuinely active investment manager offering a range of funds and investment trusts, as well as a portfolio management service, covering equity, fixed income, multi asset and absolute return investment strategies. Its clients’ investments are actively managed by different specialist investment teams, who are empowered to employ their own proven and distinctive investment approaches with the aim of helping clients achieve their long term investment objectives. The firm believes it is important that it also acts responsibly, including its approach to investing, to managing the environmental impact of operations, its approach to the Premier Miton team (including diversity and inclusion, wellbeing and personal development) and its approach to its community.

Royal London Asset Management takes a distinct approach to active management. As an integral part of customer-owned mutual Royal London, it is free from short-term shareholder demands. Instead, it puts clients at the heart of what it does, using a longer-term perspective to generate investment returns. As an active long-term investor, it creates solutions with the right balance of return and risk. Its consistent track record across asset classes speaks for itself. It is an independent, responsible investor. Entrusted with other people’s money, it embraces the influence it has as stewards of clients’ capital, for the mutual benefit of clients and wider society. It is dedicated to delivering for clients around the world, building a better future, together. It’s asset management excellence, with a longer-term perspective.