Sudan - Iran Divestment and Engagement

2026-11-03

a . Divestment Research i . Describe in detail how the firm identifies entities doing business in Iran and Sudan and determines what kind of businesses the companies being researched are conducting / involved with . ii . Please describe in detail how the firm identifies entities that are wholly or partially owned by companies conducting business in Iran and Sudan . iii . Describe in detail how the firm would report the information requested to the System . Please include sample reports . iv . Describe in detail how often and in what manner changes to companies doing business in Iran or Sudan are monitored and reported . b . Research Capabilities i . Describe the internal structure and organization of the firm ’ s research department . What percent of the firm ’ s revenues are annually invested in the firm ’ s research function ? ii . Describe the manner in which internal and external resources and sources of information are incorporated into the research process . c . Reporting Capabilities i . Please provide a sample of the reports that the firm proposes providing to the System . ii . Please describe any online - based analytical resources the firm makes available to its clients and provide samples , as applicable .

Maryland

2026-04-08