NEI Investments

"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 Kearns, Chief Executive Officer, NEI Investments

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 leaders and boutique investment management firms to operate its lineup of mutual funds; managing over $6 billion in assets for individual investors. NEI is Canada's leader in Socially Responsible Investing¹, with the country's largest in-house Environmental Social and Governance team.

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.

¹Based on 2014 Investor Economics data of Canadian retail mutual fund market share.

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.

Funds Managed

Name	Lead Managers	Inception Date	Category	Morningstar Profile
NEI Balanced RS Fund	Daniel Solomon Jeremy Peng Yufei Man	1989-06-01	Canadian Equity Balanced	A F
NEI Balanced Yield Portfolio	Daniel Solomon Jeremy Peng Yufei Man	2014-12-17	Global Neutral Balanced	A F P PF T
NEI Conservative Yield Portfolio	Daniel Solomon Jeremy Peng Yufei Man	2016-01-11	Global Fixed Income Balanced	A F P PF
NEI Jantzi Social Index Fund	Daniel Solomon Jeremy Peng	2001-03-30 2008-02-28	Canadian Focused Equity	A F
NEI Tactical Yield Portfolio	Daniel Solomon Jeremy Peng Yufei Man	2010-09-01	Tactical Balanced	A F P PF T

Lead Managers

	Daniel Solomon, CFA CIO & Portfolio Manager Daniel Solomon is Chief Investment Officer, portfolio manager, and head of the NEI Asset Allocation Committee. He joined NEI Investments in 2011. Before joining NEI, he led the Investment Fund Research team at BMO Nesbitt Burns as VP & Managing Director, and was a member of the Private Client Division's Investment Strategic Committee. Previously, he was responsible for the Manager Research & Oversight team at one of Canada's largest Investment Fund Managers. He has been in the financial industry since 1995. Mr. Solomon received a BBA from Laval University as well as a M.Sc. Finance from Sherbrooke University. He holds the Chartered Financial Analyst designation.
	Jeremy Peng, CFA, CAIA Director & Portfolio Manager Jeremy Peng is a portfolio manager and a member of the NEI Asset Allocation Committee. He joined NEI Investments in 2012. Previously, he was a portfolio manager at HSBC Global Asset Management and prior to that, he was a pension consultant associate at Mercer and at Russell Investments. Jeremy has been in the financial industry since 2006. He received a BASc in mechanical engineering from the University of Toronto as well as an MBA in finance from Dalhousie University. He holds both the Chartered Financial Analyst designation and Chartered Alternative Investment Analyst designation.
	Yufei Man, CFA, CAIA Senior Analyst & Portfolio Manager Yufei Man is a portfolio manager and a member of the NEI Asset Allocation Committee. He joined NEI Investments in 2013. Previously, he was an Associate at Orchard Asset Management. Yufei has been in the financial industry since 2011. He received a BASc in mechanical engineering from the University of Toronto and holds both the Chartered Financial Analyst designation and Chartered Alternative Investment Analyst designation.

Manager Resources