- Responsible Investing in Action - Fiera and Food Waste
- Responsible Investing in Action - AlphaFixe and Real Estate
- Responsible Investment Roundtable
- Report on responsible Investment Advances (2022)
-
Report
on NBI's Responsible Investment Approach (2021)
- Report on NBI's Responsible Investment Approach (2020)
- NBI Responsible Investment Policy
Responsible investment
Putting people at the heart of finance and investing
On this page
Our approach | Our commitments | Strategies by asset class | Solutions | Insights | Documents
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.
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
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:
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.
Questions?
Contact your NBI Sales Representative via email or by phone at 1-877-463-7627
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brokerage commissions will reduce returns. NBI ETFs do not seek to
return any predetermined amount at maturity.
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