The NEI difference

Everyone wants their investments to deliver financial results. That’s a given. We’ve always understood that. Even though we’ve been at the forefront of RI and ESG for almost 40 years, delivering investment results was always our number one priority. It still is. But what we’ve learned over that time is that broadening our investment approaches can deliver not only financial results – but also non-financial results.1


Find out how


Investment solutions for everyone

No matter where you are in your financial journey, whether you’re an everyday investor or a large institution, NEI offers an investment solution to meet your needs. From the simplicity of a total portfolio solution to core fixed income and equity building blocks, to specialty asset classes and themes, our funds seek two key outcomes: to optimize financial return, and to maximize positive social and environmental impact.

NEI strongly believes that financial advisors are integral to the long-term financial success of many Canadians. We partner with advisors around the country to make sure our investment solutions are accessible to as many people as possible. We offer advisors education and training on our funds, and on the world of responsible investing.


Our legacy is thinking differently.


For almost 40 years, we have been at the forefront of responsible investing and ESG. That’s why at NEI, we invest through a wider lens. One that integrates a diverse range of data sets with considerable experience and distinct perspectives of our third-party money managers, internal investment management and asset allocation teams, and our renowned responsible investing team.


Responsible from the beginning

In 1986 NEI’s predecessor firm, Ethical Funds, launched the first responsible investment fund in Canada. Since then, NEI and its forerunners achieved many milestones in responsible investing. And we continue to do so today.


Ethical Funds introduces first responsible investment fund in Canada


Founding member, Social Investment Organization (now called Responsible Investment Association)


First in Canada to disclose proxy voting guidelines


Joined UN Principles for Responsible Investment in its inaugural year


Ethical Funds merges with Northwest Funds to form NEI


NEI launches its first impact fund, which is also Canada’s first resource optimization fund


NEI becomes part of Aviso Wealth; OceanRock Investments merges with NEI


NEI introduces first suite of impact funds in Canada, covering equity, fixed income, and balanced categories


NEI partners with Invesco Canada, offering ESG expertise on Invesco ESG Index ETFs in Canada

1Non-financial outcomes refer to the results derived from the RI and ESG strategies employed by NEI Investments, aligning with the funds' investment objectives and strategies. For a comprehensive list of the RI and ESG strategies utilized by NEI Investments, along with their investment objectives and strategies, please refer to the prospectus.


2Environics Advisor Perception Study 2022.


Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. (“Aviso”). Aviso is the sole limited partner of the NEI LP. Aviso is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and the CUMIS Group Limited.