Virtus Investment Partners, Inc.

Virtus Investment Partners, Inc. is a Delaware corporation that provides investment management and related services to institutions and individuals. The company began operations on November 1, 1995, and became an independent publicly traded company on December 31, 2008. Virtus uses a multi-manager, multi-style approach, offering investment strategies from its own investment managers, each with a distinct investment style, autonomous investment process, and individual brand. It also offers strategies from select unaffiliated managers for some of its funds. Virtus provides distribution, business, and operational support to its investment managers. The company offers investment strategies for institutional and individual investors across various investment products and distribution channels. These strategies are available in diverse styles and disciplines, managed by differentiated investment managers. Offerings span various asset classes (equity, fixed income, multi-asset, and alternatives), geographies (domestic, global, international, and emerging), market capitalizations (large, mid, and small), styles (growth, core, and value), and investment approaches (fundamental and quantitative). For individual investors, products include U.S. retail funds, exchange-traded funds (ETFs), Undertaking for Collective Investment in Transferable Securities and Qualifying Investor Funds (global funds), and closed-end funds. Additionally, Virtus offers retail separate accounts sold through intermediaries and wealth advisory services to high-net-worth clients via its wealth management business. Institutional clients receive investment strategies through institutional separate accounts and commingled accounts, including subadvisory services to other investment advisers and collateral management of structured products. Investment management services are provided through investment managers registered as investment advisers under the Investment Advisers Act of 1940.