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AWD Holding AG was founded in 1988 and is based in Hanover, Germany. AWD Holding AG operates as a subsidiary of Swiss Life Beteiligungs GmbH. AWD Holding AG, together with its subsidiaries, provides independent advice and financial planning services. It primarily advises private customers with various aspects of financial planning and retirement provision. The company’s advisory services cover various product categories, such as unit-linked products, investment funds, life insurance products, mortgages and financing, private health insurance, property and accident insurance, and property and tax-optimized products. It sells its products and services in the United Kingdom, Austria, Germany, Switzerland, and central and Eastern Europe. AWD Holding AG was formerly known as Allgemeiner Wirtschaftsdienst.

AXA Advisors, LLC company is the broker-dealer subsidiary of AXA Financial and part of French financial services powerhouse AXA. AXA Advisors offers retirement planning, education funding, and estate transfer services to consumers through a network of more than 6,000 advisors. The firm also sells life insurance (through AXA Equitable Life Insurance Company), annuities, and mutual funds, and provides online trading services. To corporations, the company provides employee benefit and 401(k) plans. AXA Advisors has offices throughout the US, as well as Puerto Rico and the Virgin Islands.

AXA Financial, Inc. is a subsidiary of AXA S.A. AXA Financial, Inc., together with its subsidiaries, provides financial advisory, insurance, and investment management products and services. It operates in two segments, Financial Advisory/Insurance and Investment Management. The Financial Advisory/Insurance segment offers variable and interest-sensitive life insurance products, variable and fixed-interest annuity products, mutual funds and other investment products, asset management services, and financial planning and other services principally to individuals, small and medium-size businesses, and professional and trade associations. This segment provides its products on a retail and wholesale basis in 50 states, the District of Columbia, and Puerto Rico through financial professionals, national and regional securities firms, independent financial planning and other broker-dealers, banks, and brokerage general agencies. The Investment Management segment offers investment products and services, such as separately managed accounts, subadvisory relationships, structured products, collective investment trusts, mutual funds, hedge funds, and other investment vehicles to its institutional clients.

AXA Rosenberg Group LLC is the specialist active global equity investment management firm within the AXA Investment Managers group. As of March 2010, the firm manages more than $62 billion in assets globally. The firm was founded in Orinda, California, in 1985 as Rosenberg Institutional Equity Management by Dr. Barr Rosenberg and a small team of colleagues who were confident that investment insights could be gained by combining statistical methods with detailed knowledge of company fundamentals. Quickly expanding globally, the firm opened offices in Tokyo, London and Singapore in the years that followed. The original Rosenberg group joined with AXA Investment Managers in 1999, becoming AXA Rosenberg. The company has continued to expand its presence in major financial markets globally and now has offices in Hong Kong, Toronto, Greenwich, and Sydney. AXA Rosenberg is a fundamental manager devoted to the rigorous, dispassionate analysis of data. The cornerstone of our investment philosophy is simple: investors can profit by purchasing stocks that have a distinct earnings advantage relative to their peers.

Founded in 1908, Baillie Gifford & Co. is one of the UK's leading investment management firms for individuals and institutions. The company manages a number of investment trusts, including the Monks Investment Trust, the Baillie Gifford Shai Nippon, and the Scottish Mortgage Investment Trust. Owned by 30 working partners, the firm's offerings include retirement and pension management services, charitable and family trusts, and other investment and savings plans. It has about $46 billion in assets under management. Its UK pension fund business consistently represents the company's largest segment, bringing in almost 50% of total sales.

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