Business Relationships

Subsidiaries

ALPS Holdings, Inc. "ALPS"

ALPS, a wholly-owned subsidiary of DST Systems, Inc., provides customized asset servicing and asset gathering solutions to the financial services community through an entrepreneurial culture based on the commitment to “Do Things Right.” Founded in 1985, ALPS continues to actively promote all of its various business segments, from asset servicing through ALPS Fund Services, Inc. to asset gathering through ALPS Advisors, Inc., ALPS Portfolio Solutions Distributor, Inc., and ALPS Distributors, Inc. For more information about ALPS and its services, visit www.alpsinc.com. Information about ALPS products is available at www.alpsfunds.com.

DST kasina

DST kasina, LLC, a wholly-owned subsidiary of DST Systems, Inc., helps leading companies in the financial services industry manage data, gain insight, and ignite change in their business. Through effective use of advanced analytics, research, and distribution intelligence technologies, DST kasina enables business to better understand, predict, and optimize key business factors impacting their asset growth and profitability. For more information on how to leverage DST kasina’s strategic advisory services, visit www.kasina.com.

DST Market Services LLC.

DST Market Services, LLC provides full service clearing, custody, and execution services for independent broker-dealers looking to operate more efficiently and grow their firm’s business. DST Market Services also delivers omnibus subaccounting solutions to broker-dealers, with tailored solutions that eliminate barriers for smaller firms. DST Market Services, LLC, a wholly-owned subsidiary of DST Systems, Inc., is a member of FINRA and SIPC.

Strategic Alliances

ActiveOps

ActiveOps provide a comprehensive range of Operations Performance management solutions which enable organizations to achieve maximum value from their workforce and operations. Their powerful and highly intuitive solutions enable organizations to manage their capacity requirements by delivering enhanced visibility of individual and group performance. In addition, ActiveOps solutions provide the ability to forecast peaks and troughs of demand to ensure demand is met through proactive planning.

BusinessOptix

BusinessOptix are leading providers of business modelling and process design solutions. Having been named a Gartner 2015 Cool Vendor, BusinessOptix’s powerful and highly intuitive solutions enable organizations to rapidly create a business architecture-led view of operational processes. These highly accurate models provide a clear understanding of all requirements for optimizing your end-to-end business processes.

Johns Hopkins Bloomberg School of Public Health

DST Health Solutions has a collaboration agreement with the Johns Hopkins Bloomberg School of Public Health as the US commercial license distributor of the Johns Hopkins ACG® System. DST provides support and training opportunities for users of the ACG System, developed at Johns Hopkins University and incubated within Johns Hopkins HealthCare Solutions. DST Health Solutions also plays an important role in guiding product development based on US policy changes and client feedback. They also work closely with the Johns Hopkins Center for Population Health Information Technology.





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