Strategic partnerships Expand collaboration with large asset managers and insurers, leveraging Great Lakes Advisors’ ESG and customized solutions to cross-sell fixed income and equity strategies through unified managed accounts and separately managed accounts with partners like Transamerica Asset Management.

Asset growth signals Capitalize on the firm’s mid-market revenue range and diversified client base by offering scalable solutions for public funds, multi-employer plans, and endowments seeking ESG, socially responsible investing, and tax-managed approaches.

Active stake opportunities Monitor and present opportunities tied to GLAs recent equity investments and sector bets (Guidewire Software, Cboe Global Markets, Sally Beauty, Integra LifeSciences, Littelfuse) to institutions seeking thematic exposure and potential co-management or research collaboration.

Tech-enabled engagement Leverage GLAs tech stack (AWS, Adobe Experience Cloud, Drupal, DocuSign, advertising platforms) to propose seamless digital onboarding, compliant documentation, and targeted marketing services for consultative sales and client onboarding acceleration.

Geographic and capability expansion Target growth through GLAs Chicago base with expansion potential in Tampa and Stamford, offering regional coverage for client service, ESG integration, and tax-managed solutions to attract public funds and wealthy private clients seeking customized mandates.