Institutional On this page Global Solutions for Institutional Investors Jarislowsky Fraser offers a consultative approach to providing bespoke solutions that meet the complex needs of institutional investors. Our broad capabilities include Canadian, international, US and global strategies. Our Clients A wide range of institutional clients have relied on Jarislowsky Fraser for more than 55 years to protect and grow their assets. Pension Funds Managing pension funds since our first mandate in 1966, Jarislowsky Fraser has consistently adhered to our established long-term investment philosophy, process and style through many changing market cycles. Our portfolios are focused on quality businesses that we believe will provide sustainable value creation and less volatility in down markets. We are structured to manage custom segregated portfolios that respect the investment policies of each distinct mandate. Financial Institutions and Sub-Advisory Services We work in partnership with financial institutions who seek to provide institutional-calibre investment management to their retail clients. We offer sub-advisory services and model portfolios as core or complementary solutions for separately-managed account and wrap programs, mutual funds, and Exchange Traded Funds (ETFs). Foundations, Endowments and Non-Profit Organizations As one of the largest managers of foundations and endowments in Canada, we bring a wealth of experience and understand what charitable organizations’ staff and investment committees require of an investment manager in terms of managing liquidity needs, reporting, compliance monitoring, investment education and ongoing policy review. Our diversified, quality-focused portfolios are designed to protect existing capital and achieve long-term growth, which is particularly well-suited to the investment objectives of foundations and other not-for-profit organizations. Family Offices We have been stewards of family assets for more than 60 years, and are valued for our long-term and disciplined approach to investing. We collaborate with single or multi-family offices to provide investment management that meets the diverse needs of families and offer strategies for growth, income and wealth preservation. Indigenous Communities Jarislowsky Fraser has been a proud partner of Indigenous communities since 1999. This ongoing relationship is built on a mutual understanding that the responsible stewardship of the capital entrusted to us is paramount to ensuring the long-term prosperity of the communities. As such, we have a team dedicated to Indigenous services, and are committed to designing portfolios customized to each client’s specific needs, with the objective of preserving capital and providing long-term growth. The 2019 Greenwich Quality Leaders in Canadian Institutional Investment Management Service Award is given to asset managers that have distinguished themselves from competitors by delivering superior levels of client service that help institutional investors achieve their investment goals and objectives. Greenwich Associates is the leading global provider of data, analytics and insights to the ﬁnancial services industry. Jarislowsky Fraser Equity and Fixed Income Solutions Balanced Strategy: A “Diversified, Long-Term” Perspective Diversified balanced portfolios are invested in fixed income securities and North American and international equities. Asset allocation is reviewed weekly by the Investment Strategy Committee. Our process includes discussions on domestic and international macroeconomic factors, relative valuations between fixed income and equities, as well as our expectations regarding fluctuations in interest rates, foreign exchange and corporate profits. The asset mix is driven by our bottom-up security selection approach, based on our view of the best risk/return opportunities. Solutions offered Pooled Fund Management Jarislowsky Fraser Balanced Fund (available only to registered accounts) Jarislowsky Fraser Global Balanced Fund Jarislowsky Fraser Fossil Fuel Free Balanced Fund Segregated management Balanced mandates including foreign equities Domestic Balanced mandates Canadian Equity Strategy: A “High-Quality Canadian Leaders” Perspective Our Canadian equity management focuses companies that are domestic or world leaders in non-cyclical industries with strong dividends and steady growth. We tend to de-emphasize cyclical industries and diversify assets across different industries to reduce the concentration in sectors exposed to commodity prices. The companies we invest in tend to have steady growth, high returns on invested capital, a dominant position in their market and region and reduced balance sheet risk. Solutions offered Pooled Fund Management Jarislowsky Fraser Canadian Equity Fund Jarislowsky Fraser Fossil Fuel Free Canadian Equity Fund Jarislowsky Fraser Dividend Growth Fund Jarislowsky Fraser Small/Mid Cap Equity Fund Segregated management is also offered International, US and Global Equity Strategies: A “High-Quality, Growth” Perspective Our international, US and global equity management focuses on quality companies that demonstrate global leadership in their industry. These companies generally have steady growth rates, high returns on invested capital, dominant world market positions and strong balance sheets, reducing their financial risk. Solutions offered Pooled Fund Management Jarislowsky Fraser International Pooled Fund Jarislowsky Fraser International Equity (All Countries ex U.S.) Fund Jarislowsky Fraser Global Equity Fund Jarislowsky Fraser Fossil Fuel Free Global Equity Fund Jarislowsky Fraser Global Equity (All Countries) Fund Jarislowsky Fraser Emerging Markets Equity Fund Jarislowsky Fraser U.S. Equity Fund Segregated management International Equity (EAFE benchmark) International Equity (ADR only) Canadian and Global Fixed Income Strategy: A Prudent Approach To Yield Optimization Fixed income portfolios are well-diversified, quality portfolios with individual credits thoroughly researched in-house. Solutions offered Pooled Fund Management Jarislowsky Fraser Bond Fund Jarislowsky Fraser Fossil Fuel Free Bond Fund Jarislowsky Fraser Short/Mid Bond Fund Jarislowsky Fraser Long Term Bond Fund Jarislowsky Fraser Fixed Income Core Plus Fund Jarislowsky Fraser Global Credit Opportunities Fund Segregated management Universe Long, Medium or Short Term Corporate Bonds Global Fixed Income Liability-driven segregated management (LDI) Jarislowsky Fraser 1832 Institutional Solutions As a wholly-owned subsidiary of Scotiabank, Jarislowsky Fraser offers complementary capabilities through our Scotiabank affiliate, 1832 Asset Management L.P. (1832 AM). Rooted in more than 60 years of portfolio management, 1832 AM delivers active investment management fueled by diverse, independent expertise and supported by a rigorous risk management framework. These firmly held core values are paired with an unwavering commitment to its clients, which drives 1832 AM to continuously evolve to meet their investment needs. Solutions offered Credit Absolute Return Tactical Bond Investment Grade Corporate Bond Contact a JFL institutional portfolio manager to learn more about our solutions that can be customized to meet your organization’s investment objectives and policies. Learn More About Us About Trusted for Quality, Sustainable Investing Private Wealth A Tradition of Trust and Investment Stewardship Global Research The Philosophy That Guides Our Investment Decisions Sustainable Investing Our Integrated Approach to Sustainable Investing Quebec and Atlantic Team Dario Mazzarello, CFA Managing Director, Head of International Institutional & Private Wealth Management READ FULL BIO Eric Desbiens, CFA Regional Director & Portfolio Manager, Institutional Management READ FULL BIO Guillaume Bougie, CFA Director & Portfolio Manager, Institutional Management READ FULL BIO Isabelle Laprise, CFA Director, Sustainable Investment Strategy & Portfolio Manager, Institutional Management READ FULL BIO Guillaume Brouillette, CFA Director & Portfolio Manager, Institutional Management READ FULL BIO Valérie Payeur, CFA Portfolio Manager, Institutional Management READ FULL BIO Ontario Team Paul Rolston Co-Head, Institutional Management READ FULL BIO Ed Calicchia, CFA Senior Director & Portfolio Manager, Institutional Management READ FULL BIO Peter Godec, CFA Senior Director & Portfolio Manager, Institutional Management READ FULL BIO Janet Greenwood Senior Director, Institutional Management READ FULL BIO Adam Bomers, CFA Director & Portfolio Manager, Institutional Management READ FULL BIO Jeff Horbal Director & Portfolio Manager, Institutional Management READ FULL BIO Paul Ng Director, Alliances & Advisor Distribution READ FULL BIO Andrew Volpe, CFA Director & Portfolio Manager, Institutional & Private Wealth Management READ FULL BIO Trevor Boose, CFA Portfolio Manager, Institutional Management READ FULL BIO Chad Paparoni Director & Portfolio Manager, Institutional Management READ FULL BIO Adam Penny, CFA Portfolio Manager, Institutional Management READ FULL BIO Jordan Rasmussen, CFA Portfolio Manager, Institutional Management READ FULL BIO Tommy Trinh, CFA Portfolio Manager, Institutional Management READ FULL BIO Pauline Yan, CFA Portfolio Manager, Institutional Management READ FULL BIO West Team Chad Van Norman, CFA Co-Head, Institutional Management READ FULL BIO Donald Herman, CFA Senior Director & Portfolio Manager, Institutional Management READ FULL BIO Mark Fattedad, CFA Senior Director, Sustainable Investment Strategy & Portfolio Manager, Institutional Management READ FULL BIO Leanne Flett Kruger Director, Indigenous Services, Institutional Management READ FULL BIO About Institutional Private Wealth Global Research News & Insights Contact Client Portal Careers Privacy & Legal Accessibility CONTACT US © 2021 Jarislowsky, Fraser Limited. 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