Responsible investment

Putting people at the heart of finance and investing

Our approach to responsible investment

NBI aims to be an accelerator promoting the growth and development of investment solutions and services, with the objective of having a positive impact on the lives of National Bank of Canada’s clients, employees and stakeholders.

Our open architecture structure provides the flexibility to wade through a complex world by selecting and reviewing portfolio managers who meet our criteria of excellence in portfolio management across all asset classes.

An important pillar in our portfolio manager assessments is the integration of environmental, social and governance (ESG) criteria into their investment process. We believe that the consideration of ESG criteria, in conjunction with traditional financial analysis, allow for a better assessment of risks and long-term growth opportunities.

Consult NBI's approach to responsible investment report.

Our commitments for a positive and sustainable impact

Through the following initiatives and commitments, NBI is an active member of the sustainable finance community and a leader in Canada in the transition to a more sustainable financial system.

  • Signatory of the Principles for Responsible Investment (PRI)
  • Member of the Responsible Investment Association (RiA)
  • Signatory of the Canadian Investor Statement on Diversity & Inclusion
  • Founding Participant in the Climate Engagement Canada initiative (CEC)
  • Signatory of the Canadian Investor Statement on Climate Change
  • Signatory of the Statement by the Quebec Financial Centre for a Sustainable Finance
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A tailored approach for each asset class

When selecting a portfolio manager, NBI recognizes the expertise of each manager in their respective asset classes. We therefore respect the management philosophy and investment decisions made by our portfolio managers, while encouraging them to adopt industry best practices.

Here are some of the responsible investment strategies used by portfolio managers selected by NBI:


ESG investing


Sustainable portfolio creation

Involves excluding companies, sectors or even countries that are not compatible with an investor’s mission or value. Involves incorporating data on ESG criteria into the investment processes.
Involves investing in leading securities based on ESG criteria. Involves investing in securities that contribute to the achievement of one or more of the United Nations (UN) Sustainable Development Goals.

Our solutions for responsible investment

Discover Canada's first platform of actively managed ETFs and mutual funds based on the UN Sustainable Development Goals.

Drawing of sustainable distribution

Our responsible investment priorities for 2021-2023


Become an industry leader through RI practices

  • Improve our processes by providing more in-depth analysis of ESG criteria by the portfolio managers.

Be a leading corporate citizen

  • Give back to society, promote diversity and inclusion, emphasize data confidentiality, govern according to the highest standards, and fuel economic development.

Play a key role in advancing RI

  • Serve on several RI advisory committees to help update course content on advisor practice management.

Latest insights

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


NBI ETFs are offered by National Bank Investments Inc., a wholly owned subsidiary of National Bank of Canada. Commissions, management fees and expenses all may be associated with investments in exchange-traded funds (ETFs). Please read the prospectus or ETF Fund Facts document(s) before investing. ETFs are not guaranteed, their values change frequently and past performance may not be repeated. ETF units are bought and sold at market price on a stock exchange and brokerage commissions will reduce returns. NBI ETFs do not seek to return any predetermined amount at maturity.

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