Strategic acquisitions The firm has a history of growth through acquisitions and partnerships, including a notable stake in private markets via HarbourVest and a major acquisition by Scotiabank. This suggests opportunities to position products or services that support integration, due diligence, and wealth/asset management scale for buyers or partners in similar M&A contexts.

Private markets access Recent activity shows expansion into private markets through partnerships with private equity firms, signaling appetite for alternative investments and sophisticated portfolio construction. This creates sales potential for tools, analytics, or custody solutions that optimize private market investments and governance.

Wealth management growth As a leading Canadian investment manager offering private wealth services to affluent individuals and families, there is opportunity to offer family office solutions, ESG and sustainable investing enhancements, or client experience technologies tailored to high-net-worth client engagement.

Sustainable and governance focus The emphasis on long-term investing, governance, and sustainable investing positions a market for compliance, reporting, and data analytics solutions that track ESG metrics, stewardship outcomes, and governance improvements for institutional clients.

Cross-border and pension client base Managing portfolios for pension funds, foundations, endowments, Indigenous groups, and international clients indicates potential for scalable treasury, risk analytics, and cross-border reconciliation tools, as well as multilingual client services and regulatory compliance solutions to support diverse stakeholder needs.