Clientele

Clientele

In Worldview trips and programs, participants typically include pension funds, foundations, insurance companies, asset managers, and other buy-side investment entities, typically represented by a senior executive, chief investment officer, chief strategist or senior economist.

Alphabetically, below are the institutions participating in the past dozen years. This list may also be view by the institution's type or location.

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Participating Institutions — Alphabetical

Abbey National
ABP Pension Investments
Acadian Asset Management
AEGON (Scottish Equitable Life Insurance)
AIG
Alleghany Corporation
Allstate
American Express Asset Management
Assicurazioni Generali Insurance Company
AXA Investment Managers
Baillie Gifford Fund Mgt.
Bank of China
Bleichroeder Inc.
Brandywine Investment Management
Brinson Partners (UBS-Brinson)
Caisse de Depot
Columbia Management Group
Common Fund
Conning & Company
Delaware Investment Management
Deutschebank
Dai-Ichi Life Insurance
Doxia Investments
DuPont Capital Management
Envest Net
Equinox Partners
Fidelity Strategic Advisors
Ford Foundation
Fortis Capital
Gartmore Investment Management
Gavekal Investment Research
GE Capital
GE Asset Management
Glenmede Trust
Hewlett Foundation
HypoVereinsbank
Independence Asset Management
ING Group
ING/Baring Asset Management
ING/Furman Selz
ISIS Asset Management
Kemper Financial Services, Inc.
Leylegian Investment Management
Liberty Funds
MacArthur Foundation
Marvin & Palmer
Merita Nordbanken
Michigan Municipal Employees Retirement
Murray Johnstone Ltd.
National Australia Bank
Newport Pacific Asset Management
New York City Comptroller
Nordbanken
Northern Trust
Okabena Investments
Pacific Alternative Asset Mgt.
Pacific Asia Capital Corp.
Pew Charitable Trust
Polaris Investments LLC
Rockefeller Foundation
Rutherford Investments
S-E Banken
Scottish Life Assurance
Shell Oil International
Shinsei Bank
Silchester International
Sintra Capital
SinoCentury Asset Management
Societe Generale Asset Management
Standard Bank
Standard Chartered Bank
Standard Life Investments Limited
State of Indiana Employees Retirement
State of Oregon Pension Fund
State of Texas Employees Retirement
State of Texas Teachers Retirement
State Street Bank
State Street Global Advisors
Stein Roe & Farnham
Strategic Investment Group
Sumitomo Life Asset Management
Sun Life
TIAA-CREF
TransAmerica (Westcap)
Trowbridge Investments
UBS Asset Management
University of Chicago
US Trust
Verizon Asset Management
W.P Stewart & Co
Waddell & Reed
Wellington Management Co.
Yasuda Fire & Marine Insurance Co.
Yasuda Life Insurance Co.

London
Amsterdam
Boston
Edinburgh
New York/London
New York
Chicago
Minneapolis, London
Trieste
Paris, London
Edinburgh
Beijing, New York
New York
Philadelphia
Chicago
Montreal
Boston
Wilton, CT
St. Louis, Hartford
Philadelphia
Frankfurt, London, NY
Tokyo, New York
Shanghai
Wilmington
New York
New York
Boston
New York
Brussels, New York
London
Hong Kong, Denver
Connecticut
Connecticut, Tokyo
Philadelphia
Menlo Park, CA
Munich
Boston
Amsterdam,London
Amsterdam,London
Amsterdam, New York
London
Chicago
San Francisco
Boston
Chicago
Wilmington
Stockholm
Lansing, Michigan
Glasgow
Melbourne, New York
San Francisco
New York
Stockholm
Chicago
Minneapolis
Palo Alto, California
Manila
Philadelphia
Reston, VA
New York
Portland
Stockholm
Edinburgh
London
Tokyo
London
New York
Shanghai
Paris
South Africa, London
London, New York
Edinburgh, Montreal
Indianapolis
Portland
Austin, TX
Austin, TX
Boston, London
Boston, Montreal
Chicago
Arlington, VA
Tokyo, New York
Toronto
New York
Los Angeles
New York
Chicago, Zurich
Chicago
New York
New Jersey
New York
Kansas City
Boston
Tokyo, New York
Tokyo, New York

Many of these institutions participate annually or repeatedly in our missions. Typical missions represent between $200 Billion and $2 Trillion in assets under management.

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Participating Institutions — By Type

Pension Fund / Plan Sponsor - Corporate, Public, or Private
	ABP Pension Investments Caisse Depot et du Placement DuPont Pension Fund GE Capital GE Asset Management Michigan Municipal Employees Retirement System New York City Comptroller State of Indiana Employees Retirement System State of Oregon Pension Fund State of Texas Employees Retirement System State of Texas Teachers Retirement System TIAA-CREF Verizon Asset Management
Endowment, Foundation, University, or University-related
	Ford Foundation Common Fund Glenmede Trust Hewlett Foundation MacArthur Foundation Pew Charitable Trust Rockefeller Foundation TIAA-CREF University of Chicago
Diversified Asset Managers
	Alleghany Corporation American Express Asset Mgt Baillie Gifford Fund Management Bleichroeder Inc. Brandywine Investment Management Delaware Investment Management Fidelity Strategic Advisors Gartmore Investment Management ISIS Asset Management Liberty Funds Murray Johnstone (now Aberdeen Fund Managers) Stein Roe & Farnham Strategic Investment Group UBS Asset Management UBS Brinson Partners US Trust Waddell & Reed Wellington Management
Specialized Fund Managers
	Acadian Asset Management Doxia Investments Envest Net Equinox Partners Leylegian Investment Management Marvin & Palmer Newport Pacific Asset Management Okabena Investments Pacific Alternative Asset Management Pacific Asia Capital Corp Polaris Investments LLC Rutherford Investments Shell Oil International Corp. Silchester International SinoCentury Asset Management Sintra Capital Strategic Investment Group Trowbridge International W.P. Stewart
Bank, Bank-Owned or Bank-Affiliated
	Abbey National Bank of China Deutschebank Fortis Capital Hypovereinsbank Merita Nordbanken National Australia Bank Nordbanken Northern Trust S-E Banken Shinsei Bank Societe Generale Asset Management Standard Bank Standard Chartered Bank State Street Bank State Street Global Advisors
Insurance, Insurance-Owned, or Insurance-affiliated
	Aegon (Scottish Equitable) AIG Allstate Assicurazioni Generali AXA Conning & Co. (Met Life) Dai Ichi Life Independence Asset Management (John Hancock) ING Group ING Baring ING Furman Selz ISIS Asset Management Kemper Financial Services (Zurich Financial) Scottish Life (now Royal London) Standard Life Investments Sumitomo Life Sumitomo Life Asset Management Sun Life Transamerica (Westcap) Yasuda Life Yasuda Fire & Marine

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Participating Institutions — By Location

U.S. - East Coast
Boston:	Acadian Asset Management Columbia Management Group Fidelity Strategic Advisors Independence Asset Management (John Hancock Life) Liberty Funds State Street Global Advisors Wellington Management
Connecticut:	Common Fund Conning & Co. GE Capital GE Asset Management Verizon Pension Fund
New York:	AIG Alleghany Corporation Bleichroeder Inc. Equinox Partners Ford Foundation Fortis Capital ING Furman Selz New York City Comptroller Rockefeller Foundation Sintra Capital TIAA-CREF Trowbridge International US Trust W.P. Stewart
Philadelphia:	Brandywine Investment Management Delaware Investment Management Glenmede Trust Pew Charitable Trust
Virginia	Strategic Investment Group Polaris Investments LLC
Wilmington:	DuPont Capital Management Marvin & Palmer
U.S. - Midwest & West
Illinois:	Allstate Kemper Financial Services MacArthur Foundation Northern Trust Stein Roe & Farnham UBS Asset Management /Brinson / Warburg University of Chicago
Indiana:	State of Indiana Employees Retirement System
Kansas	Waddell & Reed
Michigan	Municipal Employees Retirement System
Minneapolis:	American Express Asset Mgt. Okabena Investments
Oregon:	Rutherford Investments State of Oregon Pension Fund
California:	Hewlett Foundation (Menlo Park) Leylegian Investment Management Newport Pacific Asset Management Pacific Alternative Asset Management (Palo Alto) Transamerica (Westcap)
CANADA
Montreal: Toronto	Caisse Depot et du Placement Sun Life
U.K.
London:	Abbey National AIG AXA Gartmore Investment Management ING Group ING Baring ISIS Asset Management Shell Oil International Corp. Silchester International Standard Chartered Bank State Street Bank & Trust
Edinburgh:	Aegon (Scottish Equitable) Baillie Gifford Fund Management Scottish Life (now Royal London) Standard Life Investments
Glasgow:	Murray Johnstone ( Aberdeen Fund Managers)
EUROPE
Belgium:	Fortis Capital
France	AXA Societe Generale Asset Management
Italy:	Assicurazioni Generali Insurance
Germany:	Deutschebank Hypovereinsbank
Netherlands:	ABP Pension Investments ING Group
Sweden:	Merita-Nordbanken S-E Banken
ASIA
Japan:	Dai Ichi Life Shinsei Bank Sumitomo Life Sumitomo Life Asset Management Yasuda Life Yasuda Fire & Marine
China	Bank of China Doxia Investments Sino-Century Asset Management
Philippines:	Pacific Asia Capital Corp.

Australia

National Australia Bank