At a glance
56
elite portfolio management firms
85
proven portfolio
management teams
139
investment funds
$93B
assets under management
As of September 30, 2024
Why choose us?
A people-first approach
At NBI, we are committed to help investors meet their financial goals. We know how to leverage human capabilities and interactions to deliver optimal risk-return investment solutions.
We’re an agile player that knows how to renew itself, continually improving our open architecture structure to ensure a more sustainable future.
The advantages of an open architecture
As Canada's leading open-architecture provider, NBI is committed to offering diversified investment solutions to meet the evolving needs of investors. This open architecture structure offers a number of benefits including the power to act by choosing the best portfolio managers, the agility to easily navigate the investment world, and the complicity to simplify your procedures.
Empowerment
Open architecture allows us to choose from the best portfolio managers in the world and offer their additional investment expertise to Canadian investors, all while creating new investment opportunities.
Agility
This structure gives us the agility to navigate the complex world of investing, as we can change portfolio managers if they no longer meet our criteria for excellence or, when promising talent emerges.
Complicity
Working with NBI allows you to simplify your investment process and improve your client experience. Just like you, we’re always looking for the best investment talent.
OP4+: A rigorous process
NBI’s open architecture structure uses a highly analytical governance process, called OP4+, to evaluate and select our external portfolio managers. Over the years, we have established a clear series of criteria for identifying strong candidates, vetting their investment strategies and monitoring long-term performance. This ongoing process ensures due diligence and full accountability.
Organization
Strong organization with top-tier investment culture.
People
Stable team of investment professionals.
Process
Proven management processes to select securities, build portfolios and manage risk.
Portfolio
Optimized portfolio construction that follows the investment process and ensures sound diversification.
Performance
Strong and predictable risk-adjusted returns.
+
Integration of Environment, Social and Governance criteria.
Investing in the power of peopleTM
National Bank Investments
We are an agile player
That knows about renewal
Because investing is now synonymous with ESG
And it has never been more about people
INVESTING
With accomplished portfolio managers
With passionate advisors
For clients and their projects
INVESTING
With open architecture
And our 6 selection criteria for portfolio managers
Strong organization with top-tier investment culture
Stable team of investment professionals
Proven management processes to select securities, build portfolios and manage risk
Optimized portfolio construction that follows the investment process and ensures sound diversification
Strong returns that are risk-adjusted and predictable
Integration of ESG criteria
INVESTING
In strong relationships
In active listening
In performance
And in humanity
INVESTING
In the power of people
National Bank Investments
TM INVESTING IN THE POWER OF PEOPLE is a trademark of National Bank of Canada, used under license by National Bank Investments Inc.
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Legal notes
The information and opinions on the current page of this site are provided for information purposes only and are subject to change without notice. The opinions are not intended as investment advice nor are they provided to promote any particular investments and should in no way form the basis for your investment decisions. National Bank Investments Inc. has taken the necessary measures to ensure the quality and accuracy of the information contained herein at the time of publication. It does not, however, guarantee that the information is accurate or complete, and this communication creates no legal or contractual obligation on the part of National Bank Investments Inc.
TM INVESTING IN THE POWER OF PEOPLE is a trademark of National Bank of Canada, used under license by National Bank Investments Inc.
® NATIONAL BANK INVESTMENTS is a registered trademark of National Bank of Canada, used under licence by National Bank Investments Inc.
National Bank Investments is a signatory of the United Nations-supported Principles for Responsible Investment, a member of Canada’s Responsible Investment Association, and a founding participant in the Climate Engagement Canada initiative.