There are five activities we undertake as part of our responsible investment program that have a direct connection to our funds: exclusionary screening, ESG evaluation, impact investing, thematic investing, and stewardship. For a more in-depth look at these activities and other aspects of our program, such as policy work and statements of commitment, check out our Responsible Investment Policy. To find out which approaches are applied to which funds, speak with your advisor or consult our fund prospectus.
A single solution, with a broader scope
Multi-asset solutions invest in a broad range of equity and fixed income asset classes. The purpose of a multi-asset solution is to provide a total portfolio solution in a single, well-diversified fund.
NEI’s multi-asset solutions offer:
- A combination of growth and income
- Ease of choice—get your equity and fixed income investments in a single fund
- The potential for a smoother investment journey through a mix of stocks and bonds
- Regular rebalancing by the investment manager, nothing for you to do
- Flexibility—choose a fund suitable to your goals, time horizon, and risk tolerance
- Responsible investment strategies that can mitigate risk and potentially improve returns
- The opportunity to influence companies and make a positive impact on society and the environment
| Fund Name | Responsible investment strategy | Portfolio manager or sub advisor |
|---|---|---|
|
NEI Impact Conservative Portfolio
|
NEI Investments Go to link | |
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NEI Impact Balanced Portfolio
|
NEI Investments Go to link | |
|
NEI Impact Growth Portfolio
|
NEI Investments Go to link |
| Fund Name | Responsible investment strategy | Portfolio manager or sub advisor |
|---|---|---|
|
NEI Select Income RS Portfolio
|
NEI Investments Go to link | |
|
NEI Select Income & Growth RS Portfolio
|
NEI Investments Go to link | |
|
NEI Select Balanced RS Portfolio
|
NEI Investments Go to link | |
|
NEI Select Growth & Income RS Portfolio
|
NEI Investments Go to link | |
|
NEI Select Growth RS Portfolio
|
NEI Investments Go to link | |
|
NEI Select Maximum Growth RS Portfolio
|
NEI Investments Go to link |
Exclusionary screens
Companies are excluded from certain funds if we believe the risk of harm to society and the environment outweighs the potential benefits of investing. Examples include weapons manufacturing and tobacco production.
ESG evaluations
Companies are evaluated on their environmental, social and governance (ESG) performance, with results integrated into the investment process as we pursue long-term sustainable value for our investors.
Impact investing
In addition to financial returns, our impact funds aim to provide positive and measurable environmental and social outcomes. Among other objectives, investments held in the funds may seek to reduce carbon emissions, build low-income housing, and protect water resources.
Thematic investing
Some of our funds aim to generate returns from long-term trends expected to contribute to large-scale structural shifts in the economy, such as the need to better manage natural resources and the transition to cleaner energy sources.
Stewardship
Corporate engagement and proxy voting are tools we use to help companies improve their management of economic, natural and social capital, with the goal of growing long-term sustainable value.
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.