NEI Advantage

At NEI, we believe in helping investors achieve their financial goals while making a world of difference.

That means providing you with an array of timely and relevant resources anchored in responsible investing, a disciplined investment process, and partnerships with global investment managers.

Our weekly market update calls with the NEI Investment Team and commentaries from our subadvisors to provide global perspective and portfolio positioning.

NEI: More than Markets
Call with John Bai, SVP and Chief Investment Officer
June 20, 2022

NEI: More than Markets
Call with Shellon Williams, Director of Investment Management
May 30, 2022

NEI: More than Markets
Call with John Bai, SVP and Chief Investment Officer
May 16, 2022

NEI: More than Markets
Call with June Zimmer, Vice President, ESG Advisory
May 9, 2022

NEI: More than Markets
Call with Shellon Williams, Director of Investment Management
May 2, 2022

NEI: More than Markets
Call with John Bai, SVP and Chief Investment Officer
April 25, 2022

NEI: More than Markets
Call with June Zimmer, Vice President, ESG Advisory
April 11, 2022

NEI: More than Markets
Call with Shellon Williams, Director of Investment Management
April 4, 2022

NEI: More than Markets
Call with John Bai, SVP and Chief Investment Officer
March 28, 2022

NEI: More than Markets
Call with June Zimmer, Vice President, ESG Advisory
March 21, 2022

NEI: More than Markets
Call with Shellon Williams, Director of Investment Management
March 14, 2022

NEI: More than Markets
Call with John Bai, SVP and Chief Investment Officer
March 7, 2022

NEI: More than Markets
Call with Shellon Williams, Director of Investment Management
February 22, 2022

NEI More than Markets
Call with Shellon Williams, Director of Investment Management
February 14, 2022

NEI More than Markets
Call with June Zimmer, Vice President, ESG Advisory
February 7, 2022

NEI More than Markets
Call with John Bai, SVP and Chief Investment Officer
February 1, 2022

NEI: More than Markets
Call with John Bai, SVP and Chief Investment Officer, Rod Castellanos, Vice President Sales and Shellon Williams, Director of Investment Management
December 13, 2021

NEI: More than Markets
Call with John Bai, SVP and Chief Investment Officer, Maryna Koretska, Vice President Sales and Shellon Williams, Director of Investment Management
November 29, 2021

NEI: More than Markets
Call with John Bai, SVP and Chief Investment Officer, Ashton Liang, Vice President Sales, Shellon Williams, Director of Investment Management and Jamie Bonham, Director ESG Services
November 15, 2021

NEI: More than Markets
Call with John Bai, SVP and Chief Investment Officer, Coby Bucci, Vice President Sales, Shellon Williams, Director of Investment Management and Jamie Bonham, Director ESG Services
November 1, 2021

NEI: More than Markets
Call with John Bai, SVP and Chief Investment Officer; David Rutherford, VP, ESG Services; Shellon Williams, Director, Investment Management Services; and Paul Pflanz, Vice President Sales
October 18, 2021

NEI: More than Markets
Call with John Bai, SVP and Chief Investment Officer, David Rutherford, VP, ESG Services, Shellon Williams, Director, Investment Management Services and Tom Wile, Vice President Sales
September 27, 2021

NEI: More than Markets
Call with John Bai, SVP and Chief Investment Officer, David Rutherford, VP, ESG Services, and Aimee Palmer, Vice President Sales
September 13, 2021

Tools to help put recent market volatility in perspective

The Big Picture is Positive

It pays to stay invested
A package of charts that illustrate why staying invested is a time-tested strategy.

Bear market decision for the Balanced Investor
A chart to illustrate what could happen to a balanced portfolio in a bear market if clients decide to sell, hold or buy more

Bear Market decision for the Equity Investor
A chart to illustrate what could happen to an equity portfolio in a bear market if clients decide to sell, hold or buy more

Why we're paying more attention to the yield curve

What investors can do in a recession




Recent Webinars

Watch Now

NEI Earth Day Climate Strategy
April 19, 2022

NEI Clean Infrastructure Fund
March 23, 2022

NEI Market Outlook 2022
December 15, 2021

NEI Due Diligence 2021
Day 2
October 1, 2021

NEI Due Diligence 2021
Day 1
September 29, 2021

NEI Global RI Trends conference
August 10

NEI Global RI Trends conference
August 10

NEI Global Impact Initiative
May 19/20, 2021

NEI Focus List 2021
March 11, 2021

NEI Women and Wealth:A Practice with Purpose
March 4, 2021

NEI Global Impact Initiative
January 21, 2021

NEI 2021 Market Outlook: Opportunities in a post-pandemic world
December 16, 2020

Introducing the NEI Global Impact Bond Fund
NEI Investments, featuring Wellington Asset Management, July 22, 2020

Introducing NEI ESG Canadian Enhanced Index Fund
NEI Investments, featuring David Rutherford and Jamie Bonham, May 26, 2020

Introducing NEI Global Sustainable Balanced Fund
NEI Investments, featuring Impax Asset Management, May 12, 2020

NEI Corporate Engagement Focus List 2020: It's what we do best
NEI Investments, featuring David Rutherford and Jamie Bonham, March 12, 2020

What's Next for Global Bonds? NEI Global Total Return Bond Fund
NEI Investments, featuring Amundi Asset Management, Feb 25, 2020

"20 Charts for 2020" NEI Market Outlook
NEI Investments, featuring John Bai, December 16, 2019

Economic Uncertainty and the Global Bond Market
NEI Investments, featuring Amundi Asset Management, July 21, 2016

Investing Into a Perfect Storm: NEI Environmental Leaders Fund
NEI Investments, featuring Impax Asset Management, April 13, 2016

Opportunities and Challenges in Global Fixed Income
NEI Investments, featuring Amundi Asset Management, February 24, 2016

The High Yield Bond Opportunity: Delivering true to their name in today's market
NEI Investments, featuring Principal Global Investors, January 21, 2016

Understanding Resource Optimization: NEI Environmental Leaders Fund
NEI Investments, featuring Impax Asset Management, December 15, 2015

Make the Move: How market volatility can work to the advantage of bond investors
NEI Investments, featuring Amundi Asset Management, November 10, 2015

Behind the Scenes: An unfiltered view of markets
NEI Investments, featuring Daniel Solomon, August 27, 2015

Global Bond Developments: A front line perspective
NEI Investments and Amundi Asset Management, July 15, 2015

Global Dividend Opportunities: Unlock the value of dividend payers on a global scale
NEI Investments, featuring Beutel Goodman, June 23, 2015

Getting Tactical on Yield: Finding solutions for a low rate environment
NEI Investments, featuring CIO Daniel Solomon, May 27, 2015

Bonds Without Borders: Finding fixed income opportunities wherever they exist
NEI Investments and Amundi Asset Management, April 16, 2015

Finding Opportunities In a Yield Deprived Market
NEI Investments Q1 2015 Market Update, Featuring NEI Global Strategic Yield Fund, February 11, 2015