NEI Investments

NEI Investments

Head office:

Toronto, ON

Assets managed:

$11 billion (as of Dec 31, 2023)

Head office:

Toronto, ON

Assets managed:

$11 billion (as of Dec 31, 2023)

Company profile

NEI Investments is 100% Canadian owned—50% by Desjardins Group and 50% by the Provincial Credit Union Centrals. NEI Investments partners with both global and boutique investment management firms to operate its lineup of mutual funds for individuals and institutions.

Investment approach

The NEI Investment Team uses a top-down asset allocation approach to manage the active underlying components of the investments they oversee. The Team regularly collaborates to discuss a broad range of economic, valuation and market sentiment viewpoints.

Fund managed

NEI Balanced Yield Portfolio

Lead managers

John Bai

Judith Chan

Will Benton

Fund profile

To view fund details and performance, click on a series.

A    |    F    |    P    |    PF

NEI Conservative Yield Portfolio

Lead managers

John Bai

Judith Chan

Will Benton

Fund profile

To view fund details and performance, click on a series.

A    |    F    |    P    |    PF

NEI ESG Canadian Enhanced Index Fund

Lead managers

John Bai

Judith Chan

Will Benton

Adelaide Chiu

Fund profile

To view fund details and performance, click on a series.

A    |    F    |    P    |    PF

NEI Select RS Portfolios

Lead managers

John Bai

Judith Chan

Will Benton

 

 

 

 

More about NEI Select RS Portfolios >

NEI Impact Portfolios

Lead managers

John Bai

Judith Chan

Will Benton

Adelaide Chiu

More about NEI Impact Portfolios >

Lead managers

John Bai, CFA

Senior Vice President and Chief Investment Officer

John joined NEI in May of 2019 and is responsible for the firm’s asset allocation and investment strategy, sub-advisor research and due diligence, and is a key partner in building strong relationships with our advisor community in both the Credit Union and Intermediary channels.

Judith Chan, CFA

Vice President and Head of Multi-Asset Portfolios

Judith is responsible for leading the design, construction, and oversight of NEI’s multi-manager, multi-asset portfolios. She also leads the implementation of strategic and tactical asset allocation decisions and trading functions.

Will Benton CFA, CAIA

Vice President & Portfolio Manager

Will Benton joined Aviso Wealth in 2013 as part of NEI Investments. As Vice President and Portfolio Manager, he is responsible for sub-advisor selection and oversight as well as their integration into the asset allocation process.

Adelaide Chiu, CFA, CPA

Vice President and Head of Responsible Investing

Adelaide Chiu joined Aviso Wealth as NEI Investments’ Vice President, Head of Responsible Investing in 2022. She is responsible for leading the firm’s Responsible Investing (RI) strategy. She has over 20 years of portfolio management and responsible investing experience.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus and/or Fund Facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Your investing journey begins with NEI.

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