5th Annual Korea Investors Forum

Unlock Your Growth Potential with Alger

Founded in 1964, Alger ($27bn) is recognized as a pioneer of growth-style investment management. Privately-owned and headquartered in New York City, Alger can help “Unlock Your Growth Potential” through a suite of growth equity separate accounts, mutual funds, ETFs, and privately offered investment vehicles. Alger’s investment philosophy, discovering companies undergoing Positive Dynamic Change, has been in place for 60 years. For more information, please visit www.alger.com

ChinaAMC is a leading investment management company in China, with AUM totaling 413 billion USD as of end of June 2025. As one of the first asset managers in China, ChinaAMC has built up a multi-asset investment platform covering various asset classes including equities, fixed income, ETFs, Quant, REITs, alternatives etc.. With the largest investment and research platform in China, ChinaAMC manages assets for over 229 million retail investors and over 300, 000 institutional investors over the globe. As the most international China specialty manager on the ground, ChinaAMC has been managing assets for overseas banks, SWFs, pensions, insurances, asset managers for over 20 years in APAC, Europe, MENA, North America. MENA, North America.

FC Capital, based in Sydney, is Australia’s predominant corporate and specialty finance alternative asset manager, specialising in private debt. Since 2012, the firm has provided tailored capital solutions to institutional investors across Australia and New Zealand. FC Capital focuses on mid-market companies, offering senior secured structured credit instruments. With a strong track record and deep market expertise, the firm delivers premium, high-yielding investments, seeing over AUD 3 billion in opportunities annually and yielding 13% to 15% p.a.

Established in 1848, Lazard Asset Management (LAM) is a subsidiary of Lazard, Inc. (NYSE: LAZ), known for its global perspective on investing and its experience with global, regional and domestic portfolios. We have offices in 26 cities in 20 countries, investing in a wide selection of equity, fixed income, and alternative investments, with the goal of producing risk-adjusted investment returns and providing customized investment solutions for our clients. As of 31 December 2024, LAM managed US$226 billion of client assets around the world.

Established in 1836, L&G is one of the UK's leading financial services groups and a major global investor, with $1.399 trillion in total assets under management* (as at FY24) of which c. 44% (c. $0.6 trillion) is international.

L&G's Asset Management business is a major global investor across public and private markets. Our clients include individual savers, pension scheme members and global institutions, who invest alongside L&G’s own balance sheet.

We provide investment solutions from index-tracking and active funds to liquidity and liability-based risk management strategies.

Our investment philosophy and processes are focused on creating value over the long term. We believe that incorporating financially material sustainability criteria, when relevant to our clients, can create value and drive positive change. This reflects L&G’s purpose: ‘Investing for the long term. Our futures depend on it.’

*Source: L&G internal data as at 31 December 2024. The AUM disclosed aggregates the assets managed by L&G in the UK, US, and Hong Kong (2018-2019 only) and Singapore from July 2023. Excludes assets managed by associates (Pemberton, NTR, BTR).

As part of Manulife Financial Corporation, Manulife Wealth & Asset Management provides global investment, financial advice, and retirement plan services to 19 million individuals, institutions, and retirement plan members worldwide. Our mission is to make decisions easier and lives better by empowering people today to invest for a better tomorrow. As a committed partner to our clients and as a responsible steward of investor capital, we offer a heritage of risk management, deep expertise across public and private markets, and comprehensive retirement plan services. We seek to provide better investment and impact outcomes and to help people confidently save and invest for a more secure financial future. Not all offerings are available in all jurisdictions. For additional information, please visit manulifeim.com.

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. As of 30 Jun 2025, we manage USD1.68 trillion* in assets and serve clients in more than 50 countries worldwide.

*Firmwide AUM includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates.

Indonesia’s first and largest institutionalized VC and early growth platform, with US$700M+ in AUM deployed across a portfolio of 110+ category-leading companies, and a 40pp A-team between Indonesia and Singapore.

Duff & Phelps Investment Management Co. is a Chicago-based listed real assets manager. Founded in 1932, the firm focuses on delivering differentiated investment strategies that enhance client outcomes. Today, Duff & Phelps has earned a reputation as a leader in investing in Global Listed Real Estate, Listed Infrastructure, Water, and Diversified Real Assets. Duff & Phelps is an affiliate of Virtus Investment Partners, a global asset manager with ~US$170 billion in assets under management.

At Mercer, our DNA is investment advice and for more than 50 years we have looked beyond any individual house view across the global investment universe to bring unique perspectives to portfolios - throughout research, advice and solutions. As a partner to your investment portfolio, you can trust that we’ll assess suitable opportunities to build portfolios designed to deliver your investment objectives, based on what matters to you most. Our expertise lies in intellectual capital and generating ideas for long-term investment. We observe markets carefully and select the managers who we believe to be the best at navigating them, with our strategists working with our decision-makers to shift client portfolios either towards an opportunity or away from danger. Using this process, and with support from our world-class research team, we have grown to be the largest investment solutions provider by assets in the world*, managing more than $617bn.**

* As defined in CIO magazine’s 2024 Outsourced CIO Buyer’s Guide Survey, worldwide discretionary AUM as of 31.12.2023 as reported by each firm to ai-CIO.

**Mercer, 31 December 2024. Please see here for more details on our AUM.

Acadian Asset Management is a global systematic investment manager headquartered in Boston, with affiliates in London, Singapore, and Sydney. Established in 1986, the firm is recognized as a pioneer in the field of systematic investing. Acadian’s Singapore office opened in 1999 – their first international presence, signifying a commitment to the country and region. As of December 31, 2024, Acadian managed US$117 billion in assets for investors worldwide. Acadian is privileged to partner with 6 of the world’s 20 largest asset owners and 27 of the top 50 U.S. retirement plans. Flagship strategies include Global, Emerging Markets & International (Global ex-US) equities across various tracking error targets and market capitalizations, and available in long-only or extensions (130/30).

The D. E. Shaw group is a global investment and technology development firm with more than $70 billion in AUM as of June 1, 2025. With offices in North America, Europe, and Asia, we are led by a seven-person Executive Committee whose members have worked together for over a decade. Since our founding in 1988, we have built a reputation for successful investing based on innovation, careful risk management, and the quality of our staff.

Morningstar Korea, Ltd. is a subsidiary of Morningstar, Inc. (“the company”), a leading provider of independent investment insights in North America, Europe, Australia, Asia, and Africa. The Company offers an extensive line of products and solutions that serve a wide range of market participants, including individual and institutional investors in public and private capital markets, financial advisors and wealth managers, asset managers, retirement plan providers and sponsors, and issuers of fixed-income securities. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately US$352 billion in assets under management and advisement as of June 30, 2025. The Company operates through wholly-owned subsidiaries in 32 countries.

Textron Aviation, a leader in private and business aviation for over 95 years, offers unmatched versatility through its Beechcraft, Cessna, and Hawker brands. With a portfolio spanning jets, turboprops, and defense aircraft, we’ve delivered over half of all general aviation aircraft worldwide. Trusted by clients in 170+ countries, our legacy of performance, reliability, and global support empowers discerning customers seeking flexible, high-value aviation solutions that inspire the journey of flight