Our different approach

Open architecture. Endless opportunities

 

Why choose us?

Open architecture

Empowerment, agility and complicity are what sets us apart. Theis traits are at the heart of our mission and at the service of your clients’ assets. As the leading open architecture provider in Canada, NBI is committed to providing diversified investment solutions to meet evolving client needs. It is this open architecture structure that sets us apart and provides many advantages.

Empowerment:

This structure allows us to choose from the best portfolio managers in the world and offer Canadian investors additional investment expertise, while creating new investment opportunities.

Agility:

This also allows 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 other promising names in portfolio management emerge.

Complicity:

Working with NBI allows you to simplify your processes and improve your client experience. Because just like you, we seek out the best investment talent for our clients.

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See what sets us apart

Our investment beliefs

NBI's core investment beliefs are our guiding principles in delivering the best strategies possible. They power our mission, vision and values, while setting the tone for our open architecture structure.

We believe investment decisions should be exclusively evidence-based

Investment decisions must be based on sound facts. In a systemic approach based on an extensive study of historical business cycles, we strive to identify material information allowing us to attain the appropriate risk-return payoff. Through our robust due diligence process, we model our analyzes to remain truly rational.

We believe value can be added through active management 

We manage a dynamic mix of active and passive solutions. Active vs passive is not a debate but a competitive advantage of our open architecture. It allows us to select key portfolio managers in each asset classes to actively manage different risk factors for greater returns when markets are inefficient. Our approach is to respond to these market conditions, while showing strong strategic and tactical asset allocation convictions for superior total fund diversification.

We believe in budgeting risks 

The best way to support our goal of generating long-term results is by minimizing drawdowns. We care deeply about risk management and carefully budget the risk in our portfolios using optimal diversification of styles, factors and portfolio managers. Our goal is to give you access to uncorrelated historical risk premia in a way to optimize portfolio diversification.

We believe in a focused investment strategy

Following this investment process is paramount and fundamental to NBI's success. It adds tremendous alpha and brings the best investment results for our clients.

 

 

OP4+: A rigorous governance process

Our open architecture structure relies on conducting ongoing due diligence and ensuring full accountability. Our monitoring efforts are based on a cycle during which the organization, the people, the process, the portfolio, the performance and the integration of ESG criteria of external sub-advisors are assessed on an ongoing basis.

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Organization
Strong organization with top-tier investment culture.

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People
Stable group of talented investors.

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Process
Emphasis on proven management processes to select securities, build portfolios and manage risk.

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Portfolio
Optimized portfolio construction that follows the investment process and ensures sound diversification.

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Performance
Strong and predictable risk-adjusted returns.

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+
Integration of Environment, Social and Governance criteria.

Video transcript

Investing in the power of people

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

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Questions?

Contact your NBI Sales Representative via email or by phone at 1-877-463-7627