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Jarislowsky, Fraser Limited

PRI reporting framework 2020

You are in Organisational Overview » Basic information

Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

Select the services and funds you offer
% of asset under management (AUM) in ranges
Fund management
Fund of funds, manager of managers, sub-advised products
Other
Total 100%

Further options (may be selected in addition to the above)

01.2. Additional information. [Optional]

Jarislowsky, Fraser Limited (JFL) is one of Canada’s leading investment management firms, managing pension funds, foundations, endowment funds, corporate and private portfolios for clients in Canada and internationally – representing C$44 billion in assets under management and advisement (as at December 31, 2019). JFL was founded in 1955 as an investment research firm. In the early 1960s, the firm began using this research material to counsel private investors and, in 1966, extended its client base to include institutional investors.

JFL’s investment philosophy and low-risk approach are built on a foundation of time-tested conservative principles and more than 60 years of fundamental research. The firm’s history and culture are rooted in investment stewardship that is expressed through an adherence to high-quality investing, a long-term investment horizon and the advancement of good governance and sustainable investing.

Since May 1, 2018, JFL is a wholly-owned subsidiary of The Bank of Nova Scotia (“Scotiabank”) and operates as a distinct business division with complete investment autonomy. JFL’s philosophy, research and decision-making process for the investment portfolios under its control are independent from Scotiabank and its other asset management businesses. JFL has one wholly-owned subsidiary, Jarislowsky, Fraser USA, Inc.

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OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

Canada

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

196 FTE

02.4. Additional information. [Optional]


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2019

04.2. Indicate your total AUM at the end of your reporting year.

04.4. Indicate the assets which are subject to an execution and/or advisory approach. Provide this figure based on the end of your reporting year

04.5. Additional information. [Optional]

AUM includes Assets Under Advisement (AUA).


OO 06. How would you like to disclose your asset class mix

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity >50% 80 0 0
Fixed income 10-50% 15 0 0
Private equity 0 0 0 0
Property 0 0 0 0
Infrastructure 0 0 0 0
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Fund of hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash <10% 1 0 0
Money market instruments <10% 4 0 0
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

06.2. Publish asset class mix as per attached image [Optional].

06.3. Indicate whether your organisation has any off-balance sheet assets [Optional].

06.5. Indicate whether your organisation uses fiduciary managers.

06.6. Provide contextual information on your AUM asset class split. [Optional]


OO 07. Fixed income AUM breakdown (Private)


OO 08. Segregated mandates or pooled funds (Not Applicable)


OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

99 Developed Markets
1 Emerging Markets
0 Frontier Markets
0 Other Markets
Total 100% 100%

09.2. Additional information. [Optional]


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