Paying it forward is admirable. But investing it forward makes a real impact.

Welcome to the NEI Global Impact Initiative

The NEI Global Impact Initiative is a comprehensive suite of global impact funds offering a choice of fixed income, balanced and equity mandates to meet a range of investor risk profiles and investment needs.

You'll invest in companies that are solving the world's biggest challenges — climate change, resource scarcity, equality and empowerment. And be rewarded for your investment in two ways: a financial return and a positive impact on the world.

NEI Global Impact Initiative is the way to invest that leads to a fairer, cleaner, and more sustainable world. When you invest it forward, you can achieve your own financial goals while making the world a better place today and tomorrow.

NEI brings three renowned global impact investment management firms that will lead the way. IMPAX Asset Management, Wellington Management and Ecofin Advisors Limited will uncover opportunities, manage the portfolios and report outcomes so you can see the change that your investments have made possible.

What is Impact Investing?

Impact investing aims to generates social and environmental impact alongside financial returns. The necessary components of impact investing are:

Intention

Investments that seek to generate positive social and/or environmental impact.

Measurement

Investments where social and/or environmental impacts are measurable and measured.

Financial Return

Investments that seek to generate positive returns on capital.

Impact investments target the world's biggest social and environmental challenges

Life essentials

  • Affordable housing
  • Clean water & sanitation
  • Health
  • Sustainable agriculture & nutrition

Human empowerment

  • Digital divide
  • Education & job training
  • Financial inclusion
  • Safety & security
  • Gender equality & women's empowerment

Environment

  • Alternative energy
  • Energy efficiency
  • Waste management
  • Sustainable products & services
  • Pollution control
  • Clean transportation
  • Electrification

"Impact bonds and equities aren't always labelled — you have to go out and find them."
— Wellington management

To be successful, impact investors need an investment manager with:

Canadian investors now have access to a suite of global impact funds from NEI, an asset manager with more than 35 years of responsible investing experience.

NEI Global Impact Bond Fund

  • A core global fixed income solution. Broadly diversified by issuer, theme and geography with 80%+ investment grade securities.
  • Innovative. A fixed income impact solution that addresses global social and environmental challenges.
  • Measurable impact. Environmental and social impact of the portfolio is measured and reported regularly.
  • Managed by Wellington Management, a recognized global investment manager with expertise in impact bonds and sustainable credit.
  • Consistent monthly income.

NEI Global Sustainable Balanced Fund*

  • One decision solution. A diversified portfolio of equities and fixed income in a single investment.
  • Innovative. An impact solution investing in environmental/resource optimization companies and in sustainable credit.
  • Measurable impact. Environmental and social impact of the portfolio is measured and reported regularly.
  • Managed by Impax Asset Management, a recognized global investment manager in sustainable investing.
  • Consistent monthly income.

NEI Environmental Leaders Fund

  • A proven global impact equity solution with a five-year track record.
  • Seeks to invest in companies with faster-than-average profit growth.
  • Innovative. An impact solution investing in environmental/resource optimization companies.
  • Managed by Impax Asset Management, a recognized global investment manager in sustainable investing.
  • Measurable impact. Environmental and social impact of the portfolio is measured and reported regularly.

NEI Clean Infrastructure Fund

  • A global equity solution designed to capitalize on growth opportunities in companies engaged in the global shift to clean energy (e.g., low carbon electricity generating companies, zero emission renewables developers and grid operators.)
  • Diversification. Infrastructure investments generally have low correlations to traditional stocks and bonds.
  • Measurable impact. Environmental impact of the portfolio in terms of CO2 emissions avoided measured and reported regularly.
  • Managed by Ecofin Advisors Limited, global clean infrastructure specialists.
  • Consistent monthly income.

NEI Global Impact Initiative offers investors:

Choice

A suite of funds - fixed income, balanced and equity - to meet a range of investor risk profiles and investment needs.

Commitment

Impact is the highest level and purest form of responsible investing.

Expertise

NEI brings together the expertise of three global impact investment managers.

Reach

A truly global mandate to create social and environmental impact while achieving financial objectives, with access to the largest possible universe of investments.

Measurement

The ability to quantify the social and environmental impact of the investments made.

NEI Impact Initiative brochure

Impact investing contributes to solving the world's major challenges while creating value for investors.

Learn more about our impact solutions.
Download the brochure

*Formerly NEI Balanced RS Fund