Designed exclusively for Aviso Wealth

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NEI Private Portfolios

NEI Private Portfolios are ideal for clients seeking an advanced portfolio solution to meet their long-term wealth needs. They are best suited for those with between $100,000 and approximately $500,000 of investable assets. Features and benefits include:

  • Competitive pricing
  • Sophisticated solutions that are simple to implement and easy for investors to understand 
  • Exclusive access to investment managers from around the world
  • Environmental, social, and governance (ESG) principles are incorporated into the investment process by all managers 
  • Responsible Screens excluding companies with negative social impact such as those in the tobacco and weapons industries are applied across all portfolios 
  • Secondary investment option is available with a reduced minimum investment of $5,000 
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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

NEI Income & Growth Private Portfolio***

NEI Investments

NEI Balanced Private Portfolio

NEI Investments

NEI Growth Private Portfolio

NEI Investments

Fund Name Responsible investment strategy Portfolio manager or sub advisor
NEI Income Private Portfolio
NEI Investments
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NEI Income & Growth Private Portfolio***
NEI Investments
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NEI Balanced Private Portfolio
NEI Investments
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NEI Growth Private Portfolio
NEI Investments
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Learn about our responsible investing strategies

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.

Exclusionary screens

Companies may be excluded from the funds based on certain criteria, such as revenue generated from the tobacco and gambling industries, or because they produce fossil fuels.

Fossil fuel exclusions

While not a distinct responsible investment strategy, certain funds do exclude oil, gas, and coal exploration and production companies, as well as companies with significant carbon reserves on their balance sheets.

ESG integration

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

Impact & thematic

Impact funds strive to make a measurable difference on society and the environment based on specific goals. Thematic funds focus on an investment “theme,” such as climate change, resource scarcity, or energy infrastructure.

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.