NEI Stewardship Roadmap

Looking to the future and beyond

For 25 years, our Focus List has guided our responsible investment themes and engagement efforts. It has helped shape our conversations, structure our objectives, and direct our focus where we can make a material impact.

 

While the Focus List highlighted future engagements and themes, our newly titled NEI Stewardship Roadmap builds on this foundation by sketching a vision of what an ideal company might look like five years from now should our stewardship efforts be successful. Outlining what success looks like gives us a clear destination, sharpening our engagement goals and company expectations.

 

The NEI Stewardship Roadmap complements NEI’s annual Responsible Investing report, which reviews our progress and accountability. Together, they explain where we are going, why it matters, and how we are advancing. This Roadmap naturally evolves from the Focus List, reflecting the growth of our stewardship practice and our future ambitions.

NEI Stewardship Roadmap

Engagement themes this year

At NEI, we believe that stewardship drives real-world outcomes creating positive change, and long-term value for clients. We engage portfolio companies and vote on key corporate matters to strengthen risk and capital management, and support responsible growth.

 

We also engage policymakers, regulators, and standard setters to advance sustainable investing at the highest levels reinforcing our globally recognized role as active participants in the ecosystem of change.

Energy transition

Climate change remains a significant systemic risk and a primary theme for our portfolio. This issue impacts multiple industries, from the impacts of data centre energy demands, to the control of methane emissions from natural gas, and from renewable energy expansion, and the shift toward low-carbon transportation.

Responsible mining

As the demand for critical minerals grows, communities and nations increasingly require companies to address the social and environmental impacts of mining. In Canada, securing free, prior, and informed consent from Indigenous communities on their traditional territories is especially critical.

AI governance and accountability

Advancements in artificial intelligence (AI) are moving faster than the world can keep up, and a balance between regulations, guidelines, and multilateral agreements on critical areas has not been established. We face a period of immense opportunity, disruption, and growing risk. Investors need to know how companies govern their AI applications and how they remain accountable for the resulting outcomes.

Human rights in the supply chain 

Market pressures across complex supply chains force suppliers to produce more at lower costs. This burden often falls on workers, creating unsafe and unfair work environments. These practices expose sourcing brands to severe operational and reputational risks. We help companies address these challenges as they affect all stakeholders involved.

Executive compensation

Compensation for corporate executives continues to surge, while worker wages continue to lag. This worrying trend presents potential material risks for investors such as seeding future systemic shocks by super-charging inequality. We engage companies and other stakeholders to address this challenge and to answer one key question: How much is enough?

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.