About NEI InvestmentsDownload Brochure
NEI Investments is Canada's leading provider of Responsible Investment (RI) solutions. Our goal is to make a positive difference — for our investors, our partners and society. To do that we have built Canada's most diversified lineup of RI solutions — top performing, actively managed funds advised by the world's leading institutional money managers, many RI leaders themselves, and overseen by NEI's proprietary Investment Management, Asset Allocation and Environmental, Social and Governance (ESG) teams.
The World's Leading Investment Managers
NEI makes every effort to engage some of the most seasoned and forward-looking investment managers in the industry today. These managers are chosen through a rigorous selection process and managed through ongoing monitoring. Every investment product offered by NEI is designed to deliver superior risk-adjusted returns over the long term. View Portfolio Manager Selection Process.
Multiple and Complementary Responsible Investment Options
NEI offers a full range of RI solutions that cover all major asset classes, investment styles and geographic regions. A variety of RI approaches are applied selectively across NEI's lineup of funds and portfolios, with some solutions carrying the Responsible Screen (RS) designation in their name that automatically exclude investments in select categories and industries. View NEI RI Policy.
NEI Investments grows with the addition of OceanRock
On October 26, 2018, NEI Investments assumed management responsibilities for the OceanRock and Meritas Funds from OceanRock Investments Inc. This change was a result of the founding of Aviso Wealth and is intended to provide investors and advisors with a strong, innovative and highly competitive asset management platform to help meet the evolving wealth management needs of Canadian investors.
Fixed administration fees
NEI is the first mid-sized fund company in Canada to offer fixed administration fees — part of our continued effort to improve accountability to investors and set a high industry standard. Fixing administration fees helps to improve transparency of costs and can reduce the variability of management expense ratios. And as the company grows, we are committed to reducing expenses and passing the benefits on to investors.
OwnershipCorporate Social Responsibility
NEI is a fully Canadian company, and wholly-owned subsidiary of Aviso Wealth Inc., which is owned 50% by Desjardins Financial Holdings Inc. and and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and the CUMIS Group Limited. Combined, Aviso Wealth Management has nearly $60 Billion in Assets Under Management and Administration (AUM and AUA as at August 31, 2018). This backing of experience and support provides NEI with stability and the resources to actively pursue business growth through credit unions and independent financial advisors across Canada. This strategic partnership has created a national investment firm that today manages over $6 billion in investor assets. Visit www.aviso.ca.