Private investments
Going beyond boundaries. Simplified access to private alternative solutions.
Our private investment solutions
Private investments offer unique benefits compared to traditional investments as alternative assets in portfolio construction and diversification. Our investment approach aims to create long-term value by focusing on the quality of our partnerships with experienced investment teams able to uncover global opportunities.
For more than a decade, NBI has simplified access to leading global strategies within private markets for our high-net-worth and institutional clients. Designed with conviction, our Private Pooled Funds provide exclusive access to leading world-class investment managers for increased portfolio diversification and enhancing risk-adjusted returns.
High net-worth individuals typically allocate over 30% of their portfolio to private investments including private equity, private debt and private infrastructure.*
30%
Our strategies
Private Equity
Gain exposure to private equity with the simplicity of a turnkey
solution—exposure typically unobtainable through traditional
investments. A multi-strategy approach that spans across vintages,
industries and markets. The mandate aims to provide comprehensive
long-term capital growth by capturing value creation within
global
private markets.
Non-Traditional Fixed Income
Access an array of broad fixed income and private credit that targets areas of inefficiency in debt markets. With an unconstrained fixed income approach at its core and complementing exposure to private credit, real estate debt and direct lending. The mandate aims to provide an enhanced yield from illiquidity premium within private credit compared to traditional fixed income.
Real Assets
A highly diversified, income generating strategy that taps into the infrastructure and real estate space. The strategy offers a combination of income, capital appreciation and low correlation to equity and debt markets. An opportunity to invest alongside many of the leading pensions and endowment investments typically only accessible to large institutions.
You have questions about our private investment solutions?
Contact your NBI Sales Representative.
*Source: KKR Global Wealth Investment Playbook Highlights. February 2024.
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The NBI Pooled Funds are managed by National Bank Investment Inc., a subsidiary of National Bank of Canada. The NBI Pooled Funds are not suitable for all types of investors. Please consult your investment advisor to verify whether these shares are suitable for you and to obtain complete information, including the main risk factors.
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