ESG integration is achieved when the evaluation and consideration of environmental, social and governance factors happens throughout the investment process. For NEI, the aim is to ensure that companies held in our funds have taken or are taking meaningful steps to manage the ESG risks they face.
We work closely with our sub-advisors to advance the integration of ESG considerations into their respective investment processes. We also partner with our sustainability-focused managers capable of identifying opportunities related to companies involved in providing business solutions to environmental and social challenges.
We evaluate environmental, social and governance factors using a four-step process:
Do you want to learn more about our exclusionary screens and other responsible investment strategies? Our responsible investment policy has more detail.
Many of our funds employ ESG integration as a responsible investment strategy, often in conjunction with exclusionary screens and active ownership. In the tables below, click anywhere in the highlighted row to visit the fund details page. You will find descriptions of the responsible investment strategies below the tables.
| Fund Name | Responsible investment strategy | Portfolio manager or sub advisor |
|---|---|---|
|
NEI Canadian Bond Fund
|
Guardian Capital Go to link | |
|
NEI Canadian Impact Bond Fund
|
Addenda Capital Go to link | |
|
NEI Global High Yield Bond Fund
|
Principal Global Investors Go to link | |
|
NEI Global Impact Bond Fund**
|
Wellington Management Go to link | |
|
NEI Global Total Return Bond Fund**
|
Amundi Asset Management Go to link |
| Fund Name | Responsible investment strategy | Portfolio manager or sub advisor |
|---|---|---|
|
NEI Global Sustainable Balanced Fund
|
Impax Asset Management Go to link |
| Fund Name | Responsible investment strategy | Portfolio manager or sub advisor |
|---|---|---|
|
NEI Canadian Equity RS Fund
|
QV Investors Go to link | |
|
NEI Canadian Small Cap Equity RS Fund
|
QV Investors Go to link | |
|
NEI ESG Canadian Enhanced Index Fund
|
NEI Investments Go to link |
| Fund Name | Responsible investment strategy | Portfolio manager or sub advisor |
|---|---|---|
|
NEI US Equity RS Fund
|
AllianceBernstein Go to link |
| Fund Name | Responsible investment strategy | Portfolio manager or sub advisor |
|---|---|---|
|
NEI Clean Infrastructure Fund
|
Ecofin Advisors Go to link | |
|
NEI Emerging Markets Fund
|
Columbia Threadneedle Investments Go to link | |
|
NEI Environmental Leaders Fund
|
Impax Asset Management Go to link | |
|
NEI Global Dividend RS Fund
|
Amundi Asset Management Go to link | |
|
NEI Global Equity RS Fund
|
Federated Hermes Go to link | |
|
NEI Global Growth Fund
|
Baillie Gifford Go to link | |
|
NEI Global Value Fund
|
Maj Invest Go to link | |
|
NEI International Equity RS Fund
|
Addenda Capital Go to link |
| Fund Name | Responsible investment strategy | Portfolio manager or sub advisor |
|---|---|---|
|
NEI Select Income RS Portfolio
|
NEI Investments Go to link | |
|
NEI Select Income & Growth RS Portfolio
|
NEI Investments Go to link | |
|
NEI Select Balanced RS Portfolio
|
NEI Investments Go to link | |
|
NEI Select Growth & Income RS Portfolio
|
NEI Investments Go to link | |
|
NEI Select Growth RS Portfolio
|
NEI Investments Go to link | |
|
NEI Select Maximum Growth RS Portfolio
|
NEI Investments Go to link |
| Fund Name | Responsible investment strategy | Portfolio manager or sub advisor |
|---|---|---|
|
NEI Impact Conservative Portfolio
|
NEI Investments Go to link | |
|
NEI Impact Balanced Portfolio
|
NEI Investments Go to link | |
|
NEI Impact Growth Portfolio
|
NEI Investments Go to link |
| Fund Name | Responsible investment strategy | Portfolio manager or sub advisor |
|---|---|---|
|
NEI Long Short Equity Fund
|
Picton Mahoney Asset Management Go to link |
Our funds employ up to four responsible investment strategies: exclusionary screens, ESG integration, impact & thematic, and active ownership.
You will see on the right 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.
Companies are evaluated on their environmental, social, and governance (ESG) performance and ESG considerations are integrated throughout the investment process.
If you would like to stay on top of the latest trends in responsible investing, we can help.
*Formerly NEI Global Equity Fund.
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.
