Press Releases

2022

NEI Chief Investment Officer John Bai Named to Clean50 List October 25, 2022
Invesco Canada partners with NEI Investments to Offer a Range of Optimized ESG Products and ESG Investment Expertise October 6, 2022
NEI receives outstanding scores from the UN Principles for Responsible Investment September 29, 2022
NEI lowers fees for certain series of NEI Select RS Portfolios June 29, 2022
Biodiversity joins human rights, inequality, net zero as NEI’s engagement themes for 2022 March 16, 2022
NEI stance against Russia includes divestment plus corporate engagement March 7, 2022
Introducing NEI Clean Infrastructure Fund March 1, 2022
NEI lowers fees for certain series of flagship NEI Environmental Leaders Fund February 1, 2022

Archive

2021

NEI launches new growth equity strategy November 15, 2021
NEI Announces Climate Strategy, Further Aligning Firm to Net-Zero Emissions November 4, 2021
NEI Investments Announces Results of Unitholder Vote October 19, 2021
NEI Proposes Further Streamlining, Enhancements to RI Fund Lineup August 5, 2021
NEI Investments Announces Risk Rating Change for two Investment Funds June 25, 2021
NEI Confirms Previously Announced Fee Reductions April 16, 2021
NEI Announces Positive Results of Unitholder Meetings March 9, 2021

2020

NEI Proposes to Streamline and Enhance RI Fund Lineup December 15, 2020
NEI’s Responsible Investment Program Earns Highest Marks Possible from the Principles for Responsible Investment August 4, 2020
NEI Introduces First Suite of Impact Funds in Canada July 14, 2020
NEI to Discontinue Deferred Sales Charge Purchase Options June 25, 2020
Alphabet Investors Celebrate Results of Shareholder Resolution June 4, 2020
NEI Brings New Responsible Investment Mandates to Canadians May 4, 2020
Power of Active Engagement on Display in NEI’s 2020 Focus List March 11, 2020
Northwest & Ethical Investments L.P. announces positive results of unitholder meeting January 23, 2020

2019

NEI Investments L.P. announces changes to its investment fund lineup November 18, 2019
Northwest & Ethical Investments L.P. Refiles Interim Management Reports of Fund Performance and Fund Facts November 1, 2019
NEI Investments Awarded Top Marks in UN-Supported Principles for Responsible Investment 2019 Assessment July 23, 2019
Increasing Number of Investors Demand Lobbying Disclosure from General Motors, Voicing Concern Over Misalignment June 4, 2019
NEI Investments Announces John Bai as Chief Investment Officer May 8, 2019
Canadian Investor Statement on Board Diversity March 8, 2019
NEI Investments Announces 2019 Corporate Engagement Focus List January 31, 2019

2018

Northwest & Ethical Investments L.P. announces changes to the distribution policy for certain funds in its mutual fund lineup November 29, 2018
Northwest & Ethical Investments L.P. announces changes to its mutual fund lineup November 12, 2018
NEI Investments announces termination of the NEI Generational Leaders Fund September 4, 2018
NEI Investments announces changes to its mutual fund lineup June 19, 2018
CU CUMIS Wealth Holdings LP & Desjardins Group Announce Closing of Aviso Wealth Inc. April 3, 2018

2017

NEI Investments Announces Update to Corporate Class Merger December 22, 2017
Desjardins, provincial credit union centrals and CUMIS to merge the businesses of their subsidiaries, Credential, Qtrade and NEI, to create major Canadian wealth management firm December 12, 2017
NEI Investments announces fee reductions September 18, 2017
NEI Investments announces risk rating changes and corporate class merger June 7, 2017
NEI Investments receives securityholder approval for fund mergers April 11, 2017
NEI Investments announces proposed mergers and portfolio management changes March 2, 2017

2016

NEI Investments announces fee changes to Canadian equity funds December 14, 2016
NEI Investments begins new sub-advisory partnership with Lincluden Investment Management December 14, 2016
NEI Investments launches the new NEI Generational Leaders Fund October 12, 2016
NEI Investments launches the new NEI Global Value Fund October 12, 2016
NEI Investments announces fee changes October 4, 2016
NEI Investments announces a change to its mutual fund line-up August 30, 2016
NEI Investments announces four new investment management agreements and related fund changes July 21, 2016
NEI Investments announces proposed change to its mutual fund line-up June 9, 2016
NEI Investments Announces a Change to NEI Northwest Canadian Equity Fund (the Underlying Fund of the NEI Northwest Canadian Equity Corporate Class) February 25, 2016
NEI Investments launches the new NEI Conservative Yield Portfolio January 11, 2016
NEI Investments launches the new NEI Environmental Leaders Fund January 11, 2016

2015

NEI Investments announces a change in the risk rating of the NEI Select Conservative Corporate Class Portfolio September 16, 2015
NEI Investments receives securityholder approval for fund mergers August 31, 2015
NEI Investments announces a change in the risk rating of the NEI Select Conservative Portfolio June 25, 2015
NEI Investments announces proposed changes to its mutual fund line-up June 19, 2015
NEI Investments announces changes to two NEI funds June 2, 2015
NEI Investments announces new sub-advisory partnership with Principal Global Investors and other sub-advisor changes May 7, 2015
NEI Investments proposes changes to two NEI mutual funds April 8, 2015
NEI Investments and Desjardin Investments announce a ban on cluster munitions investing February 10, 2015
NEI Investments announces the launch of the NEI Global Strategic Yield Fund February 5, 2015
NEI Investments wins two FundGrade A+ awards at Fundata Canada's 2014 award ceremony January 27, 2015
NEI Investments now offering Passive Foreign Investment Company (PFIC) reporting statements for US taxpayers January 26, 2015

2014

NEI Investments announces another lowering of admin fees on several funds December 15, 2014
NEI Investments announces intent to wind down two corporate class funds October 8, 2014
NEI Investments announces new sub-advisory partnership with Addenda Capital and related changes July 28, 2014
NEI Investments makes enhancements to its mutual fund lineup July 23, 2014
Responsible Investment Association launches the RI Academy and advisor certification program January 28, 2014
NEI Investments wins four FundGrade A+ awards at Fundata Canada's Evening of Excellence January 23, 2014

2013

NEI Ethical Funds announces its 2014 "made in Canada" approach to shareholder activism October 25, 2013
Finding new sources of income: NEI Investments announces the launch of a new global total return bond fund September 23, 2013
NEI Investments announces the successful merger of several mutual funds in its lineup June 17, 2013
NEI Investments announces the successful merger of several mutual funds in its lineup; change of risk profile on certain other funds May 27, 2013
Announcement of Successful Transition May 6, 2013
Unitholder Announcement April 30, 2013 April 30, 2013
Unitholder Vote Announcement April 24, 2013 April 24, 2013
NEI Investments press release April 8, 2013
NEI Investments announces agreements with two new subadvisors and changes to four NEI Northwest mutual funds March 11, 2013
NEI Investments announces proposed changes to its mutual fund lineup February 20, 2013

2012

Sino-Forest Press Release December 7, 2012
NEI Investments announces enhancements to investment lineup November 12, 2012
NEI Ethical Funds turns up the heat on excessive executive pay with 2013 Corporate Engagement Focus List October 25, 2012
NEI Ethical Funds calls for investors to get a grip on high executive pay October 3, 2012
NEI Investments Launches Northwest Macro Canadian Asset Allocation Fund and Northwest Macro Canadian Equity Fund, and re-opens funds to new subscriptions July 11, 2012
Robert Walker to serve as Chair for the Boreal Leadership Council June 6, 2012
NEI Investments receives approval to change fund objective for the Northwest Specialty Innovations Fund May 30, 2012
NEI Investments partners with award winning portfolio manager April 11, 2012
Northwest Specialty High Yield Bond Fund Re-opens March 1, 2012

2011

NEI Investments launches seven new Corporate Class funds to strengthen its product line-up November 16, 2011
Ethical Funds releases 2012 Focus List to engage with more than 60 companies worldwide October 12, 2011
NEI Investments and Bâtirente launch class action lawsuit to recover Sino-Forest losses September 26, 2011
RIM and NEI Investments Announce Withdrawal of Shareholder Proposal June 30, 2011
NEI Investments receives approval for fund mergers and other fund changes June 27, 2011
NEI Investments announces changes to its mutual fund line‐up April 18, 2011
Appointments at NEI Investments March 4, 2011
Executive Compensation and Oil Sands Risk Mitigation: You get what you pay for January 18, 2011

2010

Ethical Funds releases 2011 Focus List October 20, 2010
Northwest & Ethical Investments L.P. announces displeasure with Magna Deal June 10, 2010
Ethical Funds announces support for human rights assessment of Goldcorp's Marlin Mine May 17, 2010
Ethical Funds releases Sustainable Investing Program Report April 22, 2010
Shareholders laud executive compensation reductions at Goldman Sachs but long term systemic change still required January 10, 2010

2009

Northwest & Ethical Investments L.P. completes fund mergers October 26, 2009
Northwest & Ethical Investments L.P. announces results of special meetings of securityholders October 15, 2009

2008

Northwest Specialty High Yield Bond Fund re-opens February 5, 2008
Northwest Funds and The Ethical Funds Company announce the successful closing of the transaction creating Northwest & Ethical Investments L.P. January 26, 2008