How would you like to invest in a way that leads to measurable improvement for society and the environment, while earning a financial return? That’s called impact investing, and it’s one of the most effective tools for driving positive change through your portfolio.
An impact investment must meet three criteria:
From affordable housing to sustainable agriculture to gender equality to pollution control, impact investments are working to solve the world’s biggest challenges.
Thematic investing is a way to take advantage of long-term structural changes happening around the world, often across many industries at once. Past examples that have offered significant investment opportunities include the mass production of cars, air travel, and the rise of the Internet.
Today’s structural changes, sometimes called megatrends, include such things as the use of artificial intelligence, climate change, and the urbanization of the developing world.
NEI was the first investment manager in Canada to offer a suite of impact funds with a focused solution in all three major categories: fixed income funds, equity funds, and balanced funds. Our newest addition to our impact lineup is NEI Clean Infrastructure Fund. In the tables below, click anywhere in the highlighted row to visit the fund details page. You will find descriptions of the responsible investment strategies below the tables.
| Fund Name | Responsible investment strategy | Portfolio manager or sub advisor |
|---|---|---|
|
NEI Canadian Impact Bond Fund
|
Addenda Capital Go to link | |
|
NEI Global Impact Bond Fund
|
Wellington Management Go to link |
| Fund Name | Responsible investment strategy | Portfolio manager or sub advisor |
|---|---|---|
|
NEI Global Sustainable Balanced Fund
|
Impax Asset Management Go to link |
| Fund Name | Responsible investment strategy | Portfolio manager or sub advisor |
|---|---|---|
|
NEI Clean Infrastructure Fund
|
Ecofin Advisors Go to link | |
|
NEI Environmental Leaders Fund
|
Impax Asset Management Go to link | |
|
NEI Global Corporate Leaders Fund
|
Impax Asset Management Go to link |
| Fund Name | Responsible investment strategy | Portfolio manager or sub advisor |
|---|---|---|
|
NEI Impact Conservative Portfolio
|
NEI Investments Go to link | |
|
NEI Impact Balanced Portfolio
|
NEI Investments Go to link | |
|
NEI Impact Growth Portfolio
|
NEI Investments Go to link |
Our funds employ up to four responsible investment strategies: exclusionary screens, ESG integration, impact & thematic, and active ownership.
You will see on the right we have included an icon for fossil fuel exclusions. While we do not consider that to be a distinct responsible investment strategy, we do believe it’s useful for investors to be able to identify those funds at a glance.
Impact investing is a fast-growing, fast-moving place to be. Build your knowledge and stay on top of the latest developments with insight from NEI.
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.
