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 Select RS Portfolios
NEI Select RS Portfolios are designed to reflect the values of today’s investor. Our portfolio managers and responsible investment teams are actively working to improve the ESG performance of the companies they invest in. Whether you prefer a conservative, income-oriented fund or one with high growth potential, these all-in-one portfolio solutions can meet your needs. Features and benefits include:
- Simplicity: A single investment decision for a total portfolio solution
- Confidence: Your investment is helping improve society and the environment
- Comfort: Diversification across equity and fixed income asset classes help smooth out market ups-and-downs
- Breadth and depth: Global sub-advisors manage 14 core and niche funds within each portfolio
- Flexibility: Choice of 6 portfolios suitable for a range of investor needs
- Cash flow: Fixed monthly distribution on every portfolio
Choose your portfolio
In the table below, click anywhere in the highlighted row to visit the fund details page. You will find descriptions of the responsible investment strategies below the table.
| Fund Name | Responsible investment strategy | Portfolio manager or sub advisor |
|---|---|---|
|
NEI Select Income RS Portfolio
|
NEI Investments Go to link | |
|
NEI Select Income & Growth RS Portfolio
|
NEI Investments Go to link | |
|
NEI Select Balanced RS Portfolio
|
NEI Investments Go to link | |
|
NEI Select Growth & Income RS Portfolio
|
NEI Investments Go to link | |
|
NEI Select Growth RS Portfolio
|
NEI Investments Go to link | |
|
NEI Select Maximum Growth RS Portfolio
|
NEI Investments Go to link |
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.
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.