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Generate an impact beyond returns

NEI Impact Portfolios are a suite of growth-focused, single-ticket solutions that provide access to three diversified portfolios of impact investments from around the world that span a range of environmental and social impact themes. Whether you prefer a conservative, income-oriented fund, a balanced approach, or one with high-growth potential, our all-in-one Impact Portfolios can meet your investing goals.

NEI Impact Portfolios offer:

  • Growth: Allocations to thematic sectors poised for long-term secular growth.
  • Diversification: Exposure to securities in Canada and around the globe
  • Flexibility: Cover a range of investor needs with three thematic portfolios based on risk tolerance
  • Simplicity: A single-ticket investment solution that is professionally managed and re-balanced
  • Empowerment: While your investment grows and generates income, you’re also making a measurable impact with your money.
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Choose your portfolio

In the table below, you will find descriptions of the responsible investment strategies.

NEI Impact Conservative Portfolio

NEI Investments

NEI Impact Balanced Portfolio

NEI Investments

NEI Impact Growth Portfolio

NEI Investments

Fund Name Responsible investment strategy Portfolio manager or sub advisor
NEI Impact Conservative Portfolio
NEI Investments
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NEI Impact Balanced Portfolio
NEI Investments
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NEI Impact Growth Portfolio
NEI Investments
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Learn about our responsible investment strategies

Our impact funds employ up to five responsible investment strategies: exclusionary screens, fossil fuel exclusion, ESG integration, active ownership and impact & thematic

We have included an icon for fossil fuel exclusions. While we do not consider that to be a distinct responsible investment strategy, we do believe it’s useful for investors to be able to identify those funds at a glance.

Impact & thematic

Impact portfolios and funds strive to make positive financial returns while also generating measurable impacts on society and the environment. Impact investing strategies represent the highest commitment to responsible investing. 

Exclusionary screens

Companies may be excluded from the portfolios and their underlying funds based on certain criteria, such as revenue generated from the tobacco and gambling industries, or controversial weapons.

ESG integration

Companies are evaluated on their environmental, social and governance (ESG) performance and ESG considerations are integrated throughout the investment process.

Active ownership

We use our rights as shareholders to influence corporate behaviour. Tools include corporate dialogue, proxy voting, and shareholder proposals.

Other asset classes

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.