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RBC Dexia Investor Services, established January 2006, is equally owned by Royal Bank of Canada and Dexia – the first of its kind in the institutional investor services market. RBC Dexia Investor Services Limited provides investor services to institutions. The company’s products and services include global custody, fund and pension administration, shareholder services, distribution support, reconciliation, Canadian sub custody, risk and investment analytics, compliance monitoring and reporting, securities lending and borrowing, Canadian equity execution and sub custody, alternative investments, benefit payments, investment counselor services, and trustee services. It also provides performance measurement and attribution, portfolio risk management, fund fact sheet, third-party lending, cash management, foreign exchange, and treasury services. In addition, the company offers risk disclosure services specifically tailored to help Canadian pension plans meet the risk disclosure requirements of CICA (Canadian institute of chartered accountants) 3862. It serves asset managers and distributors, pensions and institutions, insurance companies, and financial institutions.

RBC Wealth Management company offers private banking, asset management, brokerage, and estate and trust services in more than 20 countries. About half of the company's revenue, however, comes from outside Canada, where the company caters to more than 35,000 individuals and institutions. It has about $500 billion of assets under administration and about $245 billion of assets under management. RBC Wealth Management boasts more than 4,500 financial consultants, advisors, private bankers, and trust officers, and has about 200 offices throughout the US.

Renaissance Technologies was founded by Jim Simons, a former math professor at MIT and Harvard who, despite his relative anonymity and avoidance of the spotlight, ranks among the world's highest-paid hedge fund managers. After three decades at the helm of Renaissance, Simmons retired in 2010 and took on a new role as non-executive chairman. Complex mathematical theories and statistical methods are reborn as investment strategies at Renaissance Technologies. The quantitative hedge fund, which has more than $15 billion in assets under management in three funds, utilizes computer technical models to exploit mispricings in financial markets.

Rensburg Sheppards plc is the holding company of a group of companies operating in the financial services industry. The Company, through its subsidiaries, is engaged in the provision of investment management and fund management services. The Company operates in two business segments: investment management and the fund management. The principal activity of the investment management segment is the provision of investment management services to private clients, pension funds and charities. The fund management segment manages unit trusts and segregated mandates. All of the Company’s operations are based in the United Kingdom. The Company’s subsidiaries include Rensburg Sheppards Investment Management Limited and Rensburg Fund Management Limited. In July 2009, the Company announced that the merger of the Rensburg Corporate Bond Trust with the Gartmore Corporate Bond Fund was completed.

Resource America was founded in 1966 and is based in Philadelphia, Pennsylvania. Resource America, Inc. (Resource America) is a specialized asset management company that uses industry specific expertise to evaluate, originate, service and manage investment opportunities in the commercial finance, real estate and financial fund management sectors. As a specialized asset manager, the Company’s focuses to develop investment funds for outside investors, for which it provides asset management services, under long-term management arrangements either through a contract with, or as the manager or general partner of, the Company’s sponsored investment funds. As of September 30, 2009, the Company’s assets under management were $13.7 billion. The Company has developed and managed public and private investment entities, a real estate investment trust (REIT) and collateralized debt obligation (CDO) issuers.

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