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
At NEI, we’re always seeking to uncover unseen investment opportunities. That’s why we launched NEI Private Portfolios five years ago, to forge a new path to performance, and deliver for more clients in the long run.
Why consider NEI Private Portfolios?
- Proven performance — NEI Private Portfolios have a long-term track record of success— affirming our commitment to delivering results.
- Tactical — Each portfolio contains the Managed Asset Allocation Pool(MAAP). A tactical sleeve of diverse, liquid, low-cost ETF’s that can quickly take advantage of short-term market dislocations to add value and better manager risk.
- Sophisticated — The portfolios leverage globally renowned subadvisors like Amundi, and AllianceBernstein, and over the years has added new ones to the mix like Wellington Management and Picton Mahoney, all geared to improve investment outcomes.
- Diversification — NEI Private Portfolios are exposed to various geographies, industries, and specialty asset classes like global impact bonds and alternatives, to enhance diversification and evolve with today’s market realities.
- Simple — The portfolios are easy to use and bolstered by NEI’s portfolio management expertise conducting regular oversight and monitoring activities, providing investors a seamless experience.
- Exclusive — NEI Private Portfolios is exclusive to mass affluent, credit union clients only, with a minimum investment of $100,000.
