Strategic acquisitions Potential client opportunities surrounding wealth and asset management growth, given Jarislowsky Fraser's history of strategic acquisitions and partnerships (e.g., Mid America Apartment Communities, CyberArk stake, HarbourVest partnership). Target institutional services that support growth, integration, and private markets access.

Institutional focus Leverage their core strength in managing pension funds, foundations, endowments, and Indigenous portfolios to offer tailored institutional solutions, including governance enhancements, sustainable investing, and long‑term risk management services.

Sustainability edge Emphasize capabilities in responsible investing and governance to align with their stated commitment to sustainable investing; opportunities for ESG analytics, reporting platforms, and integration of ESG factors into portfolio construction for institutional clients.

Technology enablement Propose analytics, visualization, and data management tooling that complements their tech stack (Power BI, Dynatrace, Piwik PRO) to enhance portfolio monitoring, risk analytics, and client reporting for large institutional clients.

Growth through partnerships Position value in private markets access and co‑investment opportunities, given past collaborations with HarbourVest and expansion into private assets; offer outsourced alternative asset solutions, due diligence platforms, and fund administration support to attract and retain clients.