Prudential Financial, Inc.

DCLA utilize fundamental, top-down, bottom-up analysis for determining investment decisions. Their investments are not constrained by company size, style, or geography. The firm’s investment philosophy seeks to provide above-average total returns for clients’ capital through long-term investment in individual equity and fixed-income securities. They invest in companies that have business models that can generate attractive long-term returns for their clients. They do not invest in any pooled or collective vehicles such as hedge funds or private equity funds. DCLA allocates clients’ capital between common stocks and fixed-income securities in accordance with each client's individual risk tolerance and investment objectives. Portfolios own primarily individual common stocks and fixed-income securities. Douglas Lane & Associates does not invest in or sell any financial products such as mutual funds, ETFs, annuities, or insurance.

KBI focuses on their core areas of expertise: environmental equity strategies, dividend-oriented strategies and multi-asset strategies. They follow a diversified, total return approach emphasizing the importance of dividend yield, dividend growth and price increases. They invest across industries, regions and market-caps. The firm offers differentiated and innovative investment strategies which enable investors to generate consistent alpha with less risk. Each strategy is managed by specialist teams with investment autonomy and operational independence.

NAM is an active manager which generally invests client assets in Japanese equity securities through a bottom-up approach based on research and analysis by analysts and valuations that aims to create portfolios that the firm believes will outperform the Japanese equity market (TOPIX). The firm employs the following investment strategies: Equity, Fixed Income and Multi-Asset. NAM adopt a team-oriented investment approach for their equity strategy whereby portfolio managers and analysts can exchange opinions and have sufficient in-depth discussions about investment opportunities in order to capture superior medium- to long-term investment return. The firm offers a broad range of fixed-income products with a wide variety of investment targets and strategies such as Japanese government bonds, credits, futures, and foreign fixed-income bonds with currency hedges. As a solution for weathering the risk of the low interest rate in Japan as well as the risk of interest rate hike going forward, they also offer absolute return strategies. NAM also offers multi-asset products which seek absolute return, developed by using Nippon Life's expertise in managing life insurance general account portfolio which pursues long-term stable guaranteed yield plus alpha returns.