Invest in tomorrow’s trends, today

Advisors: Get a copy of Navigating Opportunities with Optimism whitepaper

In our latest whitepaper, NEI Investments’ CIO, John Bai, provides actionable insights to help you lead with confidence and position your clients, and practice, for success through uncertainty in 2025.

What's in the report?

How to guide clients beyond short-term fears to focus on big-picture goals.
Turning market fluctuations into opportunities for growth.
Strategies to cut through the noise and focus on meaningful data.
Building resilient portfolios that balance risks and enhance returns.
Case studies highlighting successful approaches to disciplined investing.

Enhanced investment insights

We take a broader view of risks and opportunities leading to smarter investment decisions that maximize the potential for growth while minimizing the potential for risk.

Seeing trends others don’t

Together with our sub-advisors, we uncover underestimated opportunities for differentiated investment strategies with strong long-term growth potential.

Performance through experience

Find new paths to performance through stronger partner selection, greater access to expertise and innovative solutions — all backed by nearly 40 years of trailblazing experience and expert insights.

Looking where others don’t, we uncover opportunities others can’t.

Unlike other strategies, we take a differentiated investment approach built on a broader set of inputs to help you capitalize on unseen opportunities.

Trailblazing leadership

Uncovering the unseen

To find winning investments, don’t overlook the combination of a strong corporate culture and emerging societal trends.

Learn more

Tapping into expertise

Get perspectives from 20 investment managers with distinct areas of expertise across asset classes, geographies and themes.

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Stewarding change

From corporate engagement and proxy voting to policy advocacy and standards, see how we’re driving change in Canada and around the world.

Learn more

Our strengths, your benefit

Access the best opportunities, powered by our scale, experience, and global reach.

$7 Trillion

Total assets under management held by our investment managers.

750+

Years of firmwide experience across NEI and its partners.

100+

Global offices operated by our sub-advisors.

20

Investment manager partners with distinct areas of expertise.

^{* All data as of January 19, 2024.}

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^{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.}