Founded in Edinburgh in 1908 to manage the assets of a closed-end mutual fund, the Straits Mortgage & Trust Company (now Scottish Mortgage Investment Trust, and still a Baillie Gifford client). In over 110 years, Baillie Gifford has become one of the United Kingdom’s largest independent investment management firms, currently investing US$290 billion on behalf of a diversified global client base, remaining a privately-owned partnership throughout.

US$290 billion in AUM as of 31 December 2019

• Key representative clients:
• Australian Super Fund
• Vanguard
• Korean National Pension
• Scottish Mortgage Investment
• Trust PLC

BlackRock is one of the world’s leading providers of investment, advisory and risk management solutions. As of 31 December 2019, BlackRock’s assets under management total US$7.4 trillion across equity, fixed income, alternatives, multi-asset and cash management strategies for institutional and retail clients, across both active and passive strategies. Through BlackRock Solutions® (“BRS”), we offer risk management and advisory services that combine capital markets expertise with internally-developed systems and technology.

US$7.4 trillion in AUM as of 31 December 2019

Tracing its history to 1928, Wellington is one of the largest independent investment management firms in the world. With over US$1.155 trillion in assets under management, they serve as a trusted investment adviser to more than 2,200 institutional clients and mutual fund sponsors in over 60 countries. It has a lengthy history of managing savings and retirement assets on behalf of banks, pension funds and insurers to meet their investment needs that span 10 to 20 years or even longer.

US$1.155 trillion in AUM as of 31 December 2019

• Key representative clients:
• General Mills
• Royal Bank of Canada
• Siemens Corporation
• State of Oregon