Acquisition momentum The firm has a history of strategic acquisitions and partnerships, recent activity including a stake acquisition in Mid-America Apartment Communities and past partnerships with HarbourVest, signaling openness to private markets and asset diversification conversations.

Private markets opportunity Active involvement in private market access through Scotia GAM and HarbourVest indicates potential demand for enhanced private assets, co-investment capabilities, and alternative investment solutions for large- and high-net-worth clients.

Scale and reach As a Canada-based firm with international portfolios and private wealth services, there is potential to cross-sell custodial, advisory, and wealth management solutions to both institutional clients and affluent individuals seeking global investment opportunities.

Sustainable investing The firm emphasizes sustainable investing and governance, presenting opportunities to offer ESG data services, reporting platforms, and climate/impact analytics to existing clients prioritizing responsible investing.

Technology stack fit Current tech stack includes SS&C, SQL, and cloud/email tools, suggesting opportunity to propose modern portfolio management integrations, data analytics capabilities, and workflow automation to streamline investment operations for clients.