NEI Private Portfolios

Couple enjoying vacation on a sailboat at sunset.

NEI Private Portfolios

A one-decision investment designed for investors seeking an advanced portfolio solution.

Why consider NEI Private Portfolios?

Purpose-built - Each portfolio is constructed around a set of investor objectives so advisors can match the right solution to each client's goals and risk tolerance.
Expertly managed - NEI Private Portfolios are backed by a dedicated investment team with deep expertise in multi-asset portfolio construction, manager research, and ongoing oversight — bringing institutional discipline to every decision.
Specialist managers - The portfolios draw on globally renowned investment managers like Amundi, and AllianceBernstein, each selected for their specialized expertise in their respective mandates.
Diversification - NEI Private Portfolios are exposed to various geographies, industries, and specialty asset classes to enhance diversification and evolve with today’s market realities.
Simple - The portfolios are easy to use and bolstered by NEI’s portfolio management expertise conducting regular oversight and monitoring activities, providing investors a seamless experience.
Exclusive - NEI Private Portfolios is exclusive to mass affluent, credit union clients only, with a minimum investment of $100,000.

Choose your portfolio

In the table below, click anywhere in the highlighted row to visit the fund details page. You will find descriptions of the responsible investment strategies below the table.

NEI Income Private Portfolio

NEI Investments

View fund

NEI Income & Growth Private Portfolio

NEI Investments

View fund

NEI Balanced Private Portfolio

NEI Investments

View fund

NEI Growth Private Portfolio

NEI Investments

View fund

Fund Name	Responsible investment strategy	Portfolio manager or sub advisor
NEI Income Private Portfolio		NEI Investments
NEI Income & Growth Private Portfolio		NEI Investments
NEI Balanced Private Portfolio		NEI Investments
NEI Growth Private Portfolio		NEI Investments

Implementing our approach

There are five activities we undertake as part of our responsible investment program that have a direct connection to our funds: exclusionary screening, ESG evaluation, impact investing, thematic investing, and stewardship. For a more in-depth look at these activities and other aspects of our program, such as policy work and statements of commitment, check out our Responsible Investment Policy. To find out which approaches are applied to which funds, speak with your advisor or consult our fund prospectus.

Simplified Prospectus

RI Policy

Exclusionary screens

Companies are excluded from certain funds if we believe the risk of harm to society and the environment outweighs the potential benefits of investing. Examples include weapons manufacturing and tobacco production.

ESG evaluations

Companies are evaluated on their environmental, social and governance (ESG) performance, with results integrated into the investment process as we pursue long-term sustainable value for our investors.

Impact investing

In addition to financial returns, our impact funds aim to provide positive and measurable environmental and social outcomes. Among other objectives, investments held in the funds may seek to reduce carbon emissions, build low-income housing, and protect water resources.

Thematic investing

Some of our funds aim to generate returns from long-term trends expected to contribute to large-scale structural shifts in the economy, such as the need to better manage natural resources and the transition to cleaner energy sources.

Stewardship

Corporate engagement and proxy voting are tools we use to help companies improve their management of economic, natural and social capital, with the goal of growing long-term sustainable value.

Resources

Marketing material

NEI Private Portfolios brochure

NEI Private Portfolios snapshot

NEI Private Portfolios secondary investment option

Regulatory documents

Fund Facts

Simplified prospectus

Other asset classes

View all funds

We partner with investment managers from around the world

When you invest with NEI, you get access to exceptional expertise and unique investment mandates. Our sub-advisors apply extensive experience and distinct investment philosophies to identify growth opportunities across diverse asset classes.

Meet our sub-advisors

NEI Private Portfolios are offered through Aviso Wealth, a division of Aviso Financial Inc.

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.

Designed exclusively for Aviso Wealth