Alternative investments represent a broad category of assets and are different than the three traditional ones: stocks, bonds, and cash. The purpose of Alternative investments is to provide growth and reduce risk through the diversification and investment in non-traditional strategies and assets.
Alternative assets can include:
Alternative strategies rely on the investment manager’s unique skills and expertise.
Some Alternative investment strategies include:
Both alternative assets and strategies are a rapidly growing segment of the investment universe that is gaining popularity1 and use with retail investors. Once exclusively available to accredited investors and institutions only, in the past few years they have become democratized thanks to changes in regulations and a dramatic increase in product options – and are now available for a broader set of investors through prospectus offered mutual funds known as “Alternatives.”
Introducing the NEI Long Short Equity Fund. Sub-advised by Picton Mahoney Asset Management, specialists and a pioneer in alternative investing in Canada. The Fund aims to provide consistent long-term capital appreciation with an attractive risk-adjusted rate of return in any market condition. The long/short equity strategy is designed to dampen volatility and mitigate downside risk relative to typical long-only portfolios, which are heavily exposed to broad market movements. Coupled with our exclusionary screens, ESG integration, and active ownership strategies, these add another layer of risk mitigation through our responsible investing framework.
| 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.
When you invest with NEI you get access to exceptional expertise, unique investment mandates, and powerful alliances. The 20 sub-advisors on our funds have spent decades honing their investment philosophies and processes to bring you world-class opportunities across asset classes, with specialization in responsible investment.
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.