GATEWAY INVESTMENT ADVISERS LLC

Gateway Investment Advisers is a private investment management company. The company was founded in 1977 and, since its inception, it has focused on “reducing the risk of equity investing with index option strategies.” Gateway Investment Advisers’s index option approach focuses on finding an optimal balance between risk and return, believing that generating cash flow is less risky that seeking to leverage variations in security prices in equity markets. The company’s low volatility investing philosophy based on qualitative analysis has protected investors from sudden significant market declines and proven itself again and again through decades of investment performances. Gateway Investment Advisers was acquired by Natixis Global Asset Management LP, an indirect subsidiary of Natixis Global Asset Management, in 2008 and today still operates as a subsidiary. The company is based out of Cincinnati and has an additional office in Maryland. Gateway Investment Advisers currently has over $12.5 billion in total assets under management spread across 38 accounts, with all of the accounts being discretionary. While its total number of accounts has been on the decline in recent years, its total asset under management has grown significantly from $7 billion in 2010 to its current amount today. Gateway Investment Advisers currently has 19 employees with 6 of them being investment advisory professionals. The majority of its clients are high net worth individuals, which alone make up almost half of its client base, and also includes pension and profit sharing plans, investment companies, state or municipal government entities, charitable organizations, corporations and other businesses, and insurance companies, in order of decreasing clientele. Gateway Investment Advisers currently invests most heavily in the information technology sector, which makes up a fifth of its total asset allocations, and also diversifies in investing in the finance, health care, consumer discretionary, consumer staples, industrials, energy, energy, and utilities and telecommunications sectors, among others, in order of decreasing allocation. The company currently offers its flagship Low Volatility Equity, Active Overwrite, Passive Overwrite, and Market Insights strategies.