NBI SmartData Equity Funds

Turning big data into smart data

_{Managed by Goldman Sachs Asset Management LP (GSAM)}

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Investment strategy

The NBI SmartData U.S. Equity Fund and the NBI SmartData International Equity Fund, managed by Goldman Sachs Asset Management (GSAM), are generally made up of high quality large capitalization holdings that seek out potential excess returns. The Funds attempt to seize new investment opportunities by harnessing the power of big data to provide a competitive edge by sorting, analyzing and transforming complex datasets and ultimately gaining insight into the potential future profitability.

Key differentiators

Rooted in advanced machine learning processes
Offers better potential returns
Backed by fundamental valuation and establishment of pricing parameters
Ensures the capital stewardship is secured by weighing transaction costs against risks

Why invest in these Funds?

The NBI SmartData Equity Funds are the results of putting the right data to work. A data-driven investment process built upon extensive and rigorous research, repeatable security selection and risk awareness. Big data is leveraged to search for new and unique insights that may be overlooked by conventional approaches.

Quantitative rules-based approach

A successful quantitative rules based approach that attempts in finding insights about a company and sector before the broad market prices it in.

Informational advantage

Use proprietary machine learning software to analyze big data themes.

Turning big data into smart data

Combining human judgment with processed unstructured data to transform big data into actionable ideas and results.

More information

Why does big data matter?

The value of information is essential in today’s world.
Big data is all around us, transforming our lives. From smartphones to social media posts, data is constantly being generated and consumed.
Benefits can be generated beyond technology by analyzing data sources for insights into future profitability and focusing on results.
Data provides an informational edge for better informed final portfolio construction.

What is the approach behind this Fund?

Data is at the core of the NBI SmartData Equity Funds’ investment model. Access to new types of data, along with the ability to capture and process data quickly, has given new ways to catch investment opportunities using three essential alpha (or return) drivers: momentum, value and profitability.

The approach is turning big data into actionable smart data. The strategy also relies on the pairing of human judgment and technology to produce best results.

Using big data to identify investment opportunities

Applying MVP research approach into every stock in the investable universe weighing return versus risk versus cost.

Momentum: Use machine learning techniques to identify trending prices, themes, cumulative returns and analysts’ recommendations
Valuations: A bottom-up approach to valuing companies based on underlying massive data
Profitability: Analyzing unique data sources to provide potential insights into company growth based on multiple factors including but not limited to, online customer traffic and attention span

Documents

FAQ on H and FH Series

Learn more about the NBI SmartData funds Investor | Advisor

Discover Goldman Sachs Asset Management, LLC

About the portfolio manager’s firm

GSAM’s Quantitative Investment Strategies team (QIS) is entirely dedicated to transform information and big data into ideas, ideas into actions and finally actions into results.

Established since 1989
Managing over $88.8 billion in assets under supervision as of September 30, 2016
Over 170 investment professionals with 15 years investment experience on average
Globally integrated teams overseeing portfolio design and research, construction, ongoing management, risk analysis, quantitative solutions, execution strategies and system infrastructure

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Fund Series

	Advisor Series	Series F	T5 Series	F5 Series	H Series	FH Series
Initial sales charge	Low sales charge	Deferred sales charge	Initial sales charge	Low sales charge	Deferred sales charge	Initial sales charge	Low sales charge
NBI SmartData U.S. Equity Fund	NBC490	NBC690	NBC590	NBC790	NBC5490	NBC5690	NBC5590	NBC5790	NBC5190	NBC5390	NBC5090
NBI SmartData International Equity Fund	NBC491	NBC691	NBC591	NBC791	NBC5491	NBC5691	NBC5591	NBC5791	NBC5191	NBC5391	NBC5091

Advisor Series

Series F

T5 Series

F5 Series

H Series

FH Series

Initial sales charge

Low sales charge

Deferred sales charge

Initial sales charge

Low sales charge

Deferred sales charge

Initial sales charge

Low sales charge

NBI SmartData U.S. Equity Fund

NBI SmartData International Equity Fund

NBI SmartData U.S. Equity Fund
Advisor Series	Initial sales charge	NBC490
	Low sales charge	NBC690
	Deferred sales charge	NBC590
Series F		NBC790
T5 Series	Initial sales charge	NBC5490
	Low sales charge	NBC5690
	Deferred sales charge	NBC5590
F5 Series		NBC5790
H Series	Initial sales charge	NBC5190
H Series	Low sales charge	NBC5390
FH Series		NBC5090

NBI SmartData International Equity Fund
Advisor Series	Initial sales charge	NBC491
	Low sales charge	NBC691
	Deferred sales charge	NBC591
Series F		NBC791
T5 Series	Initial sales charge	NBC5491
	Low sales charge	NBC5691
	Deferred sales charge	NBC5591
F5 Series		NBC5791
H Series	Initial sales charge	NBC5191
H Series	Low sales charge	NBC5391
FH Series		NBC5091

Learn more about Series*

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Questions?

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

Legal notes

The NBI SmartData U.S. Equity Fund and the NBI SmartData International Equity Fund (the “Funds”) are offered by National Bank Investments Inc., a wholly owned subsidiary of National Bank of Canada. Goldman Sachs Asset Management, L.P. acts as portfolio manager for the Funds. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus of the Funds before investing. The Funds’ securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The Funds are not guaranteed, their values change frequently and past performance may not be repeated.