NEI Investments


NEI Investments

Head office:

Toronto, ON

Assets managed:

$10 billion (as of Mar 31, 2021)

Head office:

Toronto, ON

Assets managed:

$10 billion (as of Mar 31, 2021)

Company profile

NEI Investments is 100% Canadian owned—50% by Desjardins Group and 50% by the Provincial Credit Union Centrals. NEI Investments partners with both global and boutique investment management firms to operate its lineup of mutual funds for individuals and institutions.

Investment approach

The NEI Investment Team uses a top-down asset allocation approach to manage the active underlying components of the investments they oversee. The Team regularly collaborates to discuss a broad range of economic, valuation and market sentiment viewpoints.


Fund managed

Lead managers

John Bai, CFA, SVP and Chief Investment Officer, NEI Investments

John Bai, CFA

SVP and Chief Investment Officer

John joined NEI in May of 2019 and is responsible for the firm’s asset allocation and investment strategy, sub-advisor research and due diligence, and is a key partner in building strong relationships with our advisor community in both the Credit Union and Intermediary channels.

Judith Chan, CFA, VP and Head of Multi-Asset Portfolios, NEI Investments

Judith Chan, CFA

VP and Head of Multi-Asset Portfolios

Judith is responsible for leading the design, construction, and oversight of NEI’s multi-manager, multi-asset portfolios. She also leads the implementation of strategic and tactical asset allocation decisions and trading functions.

Will Benton, CFA, CAIA, Director and Portfolio Manager, NEI Investments

Will Benton CFA, CAIA

Director and Portfolio Manager

Will Benton joined Aviso Wealth in 2013 as part of NEI Investments. As a Portfolio Manager and Director of Manager Research & Oversight he is responsible for sub-advisor selection and oversight as well as their integration into the asset allocation process.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus and/or Fund Facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.