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.
NEI Private Portfolios
NEI Private Portfolios are ideal for clients seeking an advanced portfolio solution to meet their long-term wealth needs. They are best suited for those with between $100,000 and approximately $500,000 of investable assets. Features and benefits include:
- Competitive pricing
- Sophisticated solutions that are simple to implement and easy for investors to understand
- Exclusive access to investment managers from around the world
- Environmental, social, and governance (ESG) principles are incorporated into the investment process by all managers
- Responsible Screens excluding companies with negative social impact such as those in the tobacco and weapons industries are applied across all portfolios
- Secondary investment option is available with a reduced minimum investment of $5,000