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Generate an impact beyond returns

NEI Impact Portfolios are a suite of growth-focused, single-ticket solutions that provide access to three diversified portfolios of impact investments from around the world that span a range of environmental and social impact themes. Whether you prefer a conservative, income-oriented fund, a balanced approach, or one with high-growth potential, our all-in-one Impact Portfolios can meet your investing goals.

NEI Impact Portfolios offer:

  • Growth: Allocations to thematic sectors poised for long-term secular growth.
  • Diversification: Exposure to securities in Canada and around the globe
  • Flexibility: Cover a range of investor needs with three thematic portfolios based on risk tolerance
  • Simplicity: A single-ticket investment solution that is professionally managed and re-balanced
  • Empowerment: While your investment grows and generates income, you’re also making a measurable impact with your money.
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Choose your portfolio

In the table below, you will find descriptions of the responsible investment strategies.

NEI Impact Conservative Portfolio

NEI Investments

NEI Impact Balanced Portfolio

NEI Investments

NEI Impact Growth Portfolio

NEI Investments

Fund Name Responsible investment strategy Portfolio manager or sub advisor
NEI Impact Conservative Portfolio
NEI Investments
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NEI Impact Balanced Portfolio
NEI Investments
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NEI Impact Growth Portfolio
NEI Investments
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Implementing our approach

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.

Simplified Prospectus

RI Policy

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.

Other asset classes

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.