NEI Environmental Leaders Fund

Many of Taylor’s clients, especially younger ones in their 30s, want their investments to reflect their values, to help make a difference. The NEI Environmental Leaders Fund is used in both RI and non-RI portfolios to add unique equity exposures, and to illustrate new opportunities in sustainability themes.

• - Adds exposure to forward-looking themes, such as alternative energy and resource efficiency
• - Diversifies away from U.S. tech-heavy funds that are overly dependent on the AI theme
• - Has experienced lower volatility than other growth equity funds, and in their experience, more stable pattern of returns over time

“My clients want more input into their portfolios, looking for investments to reflect their values, that can help make a difference. I share company stories to show how the Fund is constructed, what it invests in and why. It helps clients better understand the investment opportunities. I usually get a positive response.”

Jordan works largely with clients in their 30s and 40s in the wealth accumulation phase, many of whom are focused on fees. In an environment where advisors are now competing with low-cost direct investing providers, NEI Environmental Leaders Fund is a differentiator allowing the conversation to move beyond fees and into portfolio building.

Jordan includes the Fund as part of the global equity mix in RI and non-RI portfolios, used for its historically steady long-term performance and ESG content.

• - As a differentiator, it helps to move client conversations beyond fees
• - Helps me to show clients how RI can fit into their portfolio, using the Fund’s holdings to illustrate a world in transition
• - Historically steady long-term performance – though there are no guarantees, the Fund had relatively good performance  this past year, which featured significant volatility amid U.S. policy uncertainty

“I see funds like NEI Environmental Leaders Fund as a differentiator. It helps me to stand out in the marketplace, to offer something different. The Fund also helps me move the client conversation beyond fees to building a portfolio that aligns with the client’s needs.”