"No one knows our network of independent sub-advisors quite like the NEI Investment Team, which allows us to see the world through multiple lenses. This unique perspective enables them to tactically and strategically manage our asset allocation solutions in varying market cycles."
- Fred Pinto, SVP, Head of Asset Management
NEI Investments is 100% Canadian owned—50% by Desjardins Group and 50% by the Provincial Credit Union Centrals. NEI Investments exclusively partners with both global leaders and boutique investment management firms to operate its lineup of mutual funds; managing over $8.3 billion in assets for individual investors.
NEI focuses on true active management and a disciplined risk management process. Through its portfolio manager section and monitoring process, offers a comprehensive breadth of product line-up and strategies; that are typically reserved to pension funds and high net worth clients—offering investments as solutions that are designed to meet the needs of investors today. NEI Investments is a signatory of the United Nations' Principles for Responsible Investment.
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. These inputs along with a deep familiarity with each sub advisors strategy style and bias help them determine asset allocation decisions – whether they be for strategic or more tactical investment objectives.
NEI Balanced Yield Portfolio
Global Neutral Balanced
Rafal WojtalJohn Bai
NEI Conservative Yield Portfolio
Global Fixed Income Balanced
Rafal WojtalJohn Bai
NEI ESG Canadian Enhanced Index Fund (formerly NEI Jantzi Social Index Fund)
Rafal Wojtal, CFA
Rafal Wojtal joined Aviso Wealth in 2017 as part of NEI Investments. As a Portfolio Manager on the Asset Allocation & Investment Strategy team he contributes to portfolio construction, asset allocation decisions and trading across all of NEI’s multi-asset solutions. Mr. Wojtal’s responsibilities also include research and development of quantitative models which inform the team’s strategic and tactical investment views. Prior to joining Aviso, Mr. Wojtal was an associate analyst at a Toronto-based mutual fund company specializing in global macro investing. Mr. Wojtal received a Bachelor of Science in Economics from the University of Windsor and a Master of Arts in Economics from the University of Western, Ontario. Mr. Wojtal holds the Chartered Financial Analyst designation and is registered as an Advising Representative with the Canadian Securities Administrators.
John Bai, CFA
VP and Chief Investment Officer
25 years of helping advisors build and grow their practice
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. He is also responsible for external manager research across entire Aviso Wealth. Will is also a voting member of the NEI Asset Allocation Committee. Will received a Bachelor of Arts in Economics from the Queen’s University and holds both the Chartered Financial Analyst designation and Chartered Alternative Investment Analyst designation.