Company Profile icon Company Profile

NEI Investments

Head office:
Toronto, ON
Assets Managed:
$10 Billion (2021-03-31)

"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."

- John Bai, SVP and Chief Investment Officer

Company Profile

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 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.

Investment Approach

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.

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Funds Managed icon Funds Managed

NEI Balanced Yield Portfolio

Global Neutral Balanced

Lead Managers:
John Bai

Inception Date Morningstar Profile
2015-01-08 A
2015-01-16 F
2015-01-29 P
2015-02-20 PF

NEI Conservative Yield Portfolio

Global Fixed Income Balanced

Lead Managers:
John Bai

Inception Date Morningstar Profile
2016-01-26 A
2016-10-25 F
2016-01-27 P
2016-02-03 PF

NEI ESG Canadian Enhanced Index Fund (formerly NEI Jantzi Social Index Fund)

Canadian Equity

Lead Managers:
John Bai

Inception Date Morningstar Profile
2001-03-30 A
2008-02-28 F
2018-12-03 P
2018-12-03 PF

Lead Manager icon Lead Managers

John Bai

John Bai, CFA

SVP and Chief Investment Officer

John joined NEI in May of 2019 and is responsible for the firm’s asset allocation and investment strategy, sub-advisor research and due diligence, and is a key partner in building strong relationships with our advisor community in both the Credit Union and Intermediary channels.
John brings more than 25 years of investment industry experience, having worked for some of Canada’s top financial institutions. Prior to joining NEI, John led product and investment teams at Merrill Lynch Canada, TD, Dynamic Mutual Funds and HollisWealth. There he founded and chaired asset allocation and investment portfolio committees, led manager oversight activities and was responsible for research teams that covered equities, fixed income, mutual funds, ETFs and alternative products.
John holds a Bachelor of Commerce degree in Finance and Economics from the University of Toronto and is a CFA Charterholder.

Judith Chan

Judith Chan, CFA

VP and Head of Multi-Asset Portfolios

Judith is responsible for leading the design, construction, and oversight of NEI’s multi-manager, multi-asset portfolios. She also leads the implementation of strategic and tactical asset allocation decisions and trading functions.
Judith has more than 15 years of experience managing multi-asset portfolios, bringing deep expertise in asset allocation, portfolio optimization, investment strategy design, and managing and monitoring day-to-day portfolio activities. Prior to joining NEI, Judith managed over $48 billion in assets across seven portfolio programs for one of Canada’s big banks. Before that she worked as an equity research analyst at Merrill Lynch Hong Kong.
Judith has a Bachelor of Economics from Simon Fraser University and is a CFA Charterholder.

Will Benton

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.