Fiera Capital (FSZ) Scotiabank’s 27th Annual Financials Summit summary

Strategic progress and organizational priorities

• Focused on performance, client service, and operational efficiency, including breaking down silos between Private and Public Markets through the creation of a Global Investment Office and a multi-asset platform strategy.

• Enhanced client servicing by developing customized investment solutions, especially for mid-market institutional clients and unions, integrating real assets and infrastructure.

• Undertook right-sizing initiatives to ensure agility and a resilient cost structure amid global uncertainties.

Differentiation and vision

• Emphasizes independence, robust multi-asset investment platforms, and a solutions-over-products approach as key differentiators.

• Aims to attract top investment professionals by fostering a competitive, entrepreneurial environment and investing in technology and operational efficiencies.

• Seeks to become the premier provider of investment solutions by combining talent and innovative offerings.

Private Markets strategy and growth

• Private Markets represent a third of revenue and are a major growth focus, with ambitions to double AUM in this segment over three to five years.

• Open-ended private market solutions, especially in private credit, infra-debt, and real estate debt, are central to the growth strategy.

• The agriculture fund, through a joint venture, is positioned as a unique asset class with global appeal.