nei investments is a well-known investment management company in Canada, providing a wide range of investment solutions for both individual and institutional investors. With over 50 years of investment experience, nei has become a trusted partner for many Canadian investors looking to achieve their financial goals. In this article, we will take a closer look at the key investments offered by nei investments across different asset classes.
As one of the largest independent investment firms in Canada, nei provides investment options across major asset classes including Canadian equity, global and international equity, fixed income, balanced, specialty equity and alternative investments. nei’s investment approach focuses on active management with the goal of providing strong risk-adjusted returns over the long term. By offering a diverse range of investment strategies and solutions, nei aims to meet the evolving needs of investors.

nei’s Core Canadian Equity Funds Focus on Quality and Growth
For Canadian equity exposure, nei provides several actively-managed mutual funds and ETFs covering different market cap segments. This includes large cap, dividend, small cap and emerging markets funds. nei’s Canadian equity funds utilize a bottom-up, fundamental approach that emphasizes quality, growth and valuation. The portfolio managers conduct comprehensive research to identify well-managed companies with strong competitive positions, and the potential for long-term earnings growth. The focus on quality growth companies has enabled many of nei’s Canadian equity funds to deliver attractive long-term performance. Some of nei’s flagship Canadian equity funds include NEI Canadian Equity RS Fund, NEI Canadian Equity Fund and NEI Canadian Small Cap Equity RS Fund.
Global and International Equity Funds Provide Geographic Diversification
For investors looking to diversify beyond Canada, nei offers actively-managed global and international equity funds investing in stocks across developed and emerging markets. nei’s global equity funds utilize a high conviction approach based on fundamental analysis to invest in quality growth companies worldwide. The international equity funds focus on regions such as Europe, Asia and emerging markets. By leveraging the expertise of regional portfolio managers, these funds aim to capitalize on growth opportunities abroad. Some leading funds in this category are NEI Global Total Return Bond Fund, NEI International Equity RS Fund and NEI Emerging Markets Fund.
Fixed Income Funds Cater to Different Investor Needs
nei provides a range of actively-managed bond and fixed income mutual funds to suit different investor requirements for income and managing risk. There are government and corporate bond funds focused on short-term, universe, long-term and high yield categories. nei also offers specialized fixed income funds such as the NEI Global Total Return Bond Fund and NEI Tactical Yield Portfolio that dynamically manage duration and credit exposures. Several of nei’s fixed income funds have delivered attractive risk-adjusted returns over market cycles, underscoring their active management capabilities. nei’s range of fixed income solutions can play an important role in a diversified portfolio.
Balanced Funds Combine Equities and Fixed Income
For investors looking for a balanced all-in-one solution, nei provides blended mutual funds and ETFs that invest in a mix of Canadian, global and international equities combined with Canadian bonds. These funds provide instant diversification and are designed to generate income and long-term capital growth within a single investment. nei’s balanced funds come with different equity/fixed income allocations ranging from conservative to growth-oriented. Top balanced funds offered by nei include NEI Balanced RS Fund, NEI Growth & Income Fund and NEI Conservative Yield Portfolio.
Specialty and Alternative Funds Enhance Portfolio Diversification
Rounding out its diverse fund lineup, nei offers specialty equity funds focused on specific sectors or themes as well as alternative investment funds that utilize hedge fund strategies. The specialty funds provide concentrated exposure to sectors such as energy, precious metals and real estate. The alternative funds employ strategies like long/short equity, market neutral and global macro utilizing advanced risk management techniques. These specialty and alternative funds can enhance overall portfolio diversification and risk-adjusted returns when used judiciously by investors aligned with their respective strategies.
In summary, nei investments offers a wide spectrum of actively-managed investment solutions spanning key asset classes like Canadian, global and international equities, fixed income, balanced, specialty and alternative funds. nei’s focus on fundamental, active management aims to provide strong risk-adjusted returns over the long term. With decades of investment experience and a diverse fund lineup, nei continues to be a trusted partner helping Canadian investors achieve their financial goals.