Category: insight
3 Min read | November 01, 2024

NEI’s commitment to responsible investing

  • Commentary
  • Market Monitor
At NEI, we forge new paths to performance, powered by foresight and supported by action. Our decision-making is guided by a wide range of inputs and perspectives

Highlights

NEI’s commitment to responsible investing: key insights from our report

At NEI, we forge new paths to performance, powered by foresight and supported by action. Our decision-making is guided by a wide range of inputs and perspectives, including our extensive responsible investing (RI) expertise, which we have refined over decades. As the world increasingly prioritizes sustainability, at NEI we have taken an important step with the release of our first Responsible Investment Report.

This comprehensive report underscores the importance of sustainability reporting and showcases our dedication to RI through detailed data analysis and innovative strategies. It is a testament to our commitment to transparency, accountability, and strategic engagement in shaping a sustainable financial future.

 

The rise of standardized sustainability reporting

2023 marked a crucial year for RI with the publication of new international reporting standards for sustainability and climate-related financial disclosures. These guidelines, issued by the International Sustainability Standards Board, are pivotal in creating a cohesive framework for investors worldwide.

 

A holistic compilation of responsible investment data

For the first time, we have consolidated our responsible investment data into one comprehensive publication. This report provides a detailed account of our exclusionary screening results, evaluations, and impact metrics, offering investors a richer understanding of how their investments with us are contributing to broader societal and environmental goals. By integrating diverse data sets, including climate metrics and impact assessments, we offer a clear picture of our investment strategies and outcomes.

 

Driving change: NEI’s stewardship for sustainable investment

Our stewardship approach, aligned with the Principles for Responsible Investment, focuses on maximizing economic, social, and environmental returns.

Our stewardship activities, including corporate engagement, proxy voting, and policy advocacy led by our RI team, provide additional value for investors by influencing change at both the company level and within the regulatory environment of the companies we invest in.


NEI’s stewardship program has a sharp focus on net-zero alignment, nature, and human rights, tackling issues from climate change strategies, mitigating nature-related risks, and navigating the intersection of technology and human rights.

 

Why dive into NEI's Responsible Investment Report

Our Responsible Investment Report provides a transparent view into how we manage investments to achieve non-financial outcomes, such as reducing carbon footprints and promoting social equity. The report underscores our role as a leader in RI, showcasing our efforts to influence corporate behaviour and set new standards in the industry.

NEI’s commitment to evolving our data management tools and feedback mechanisms further illustrates our dedication to enhancing investor understanding and engagement.

Our Responsible Investment Report is not just a reflection of past achievements but a roadmap for future endeavours in sustainable finance. By prioritizing transparency, accountability, and strategic corporate engagement, NEI is setting a high bar for responsible investment practices, making this report an essential read for any investor passionate about making a positive impact.

Explore the full NEI Responsible Investment Report.

This material is for informational and educational purposes and it is not intended to provide specific advice including, without limitation, investment, financial, tax or similar matters. The views expressed herein are subject to change without notice as markets change over time. Information herein is believed to be reliable but NEI does not warrant its completeness or accuracy. Views expressed regarding a particular security, industry or market sector should not be considered an indication of trading intent of any funds managed by NEI Investments. Forward-looking statements are not guaranteed of future performance and risks and uncertainties often cause actual results to differ materially from forward-looking information or expectations. Do not place undue reliance on forward-looking information.

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

NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. (“Aviso”). Aviso is the sole limited partner of NEI LP. Aviso is a wholly-owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited.

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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. This material is for informational and educational purposes, and it is not intended to provide specific advice including, without limitation, investment, financial, tax or similar matters. The views expressed herein are subject to change without notice as markets change over time. Information herein is believed to be reliable, but NEI does not warrant its completeness or accuracy. Views expressed regarding a particular security, industry or market sector should not be considered an indication of trading intent of any funds managed by NEI Investments. Forward-looking statements are not guaranteed of future performance and risks and uncertainties often cause actual results to differ materially from forward-looking information or expectations. Do not place undue reliance on forward-looking information.