Northwest & Ethical Investments L.P.
Northwest & Ethical Investments L.P. (NEI Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. Founded as a partnership under Ontario law and operating under the name NEI Investments, the company manages a family of mutual funds with a distinct focus on responsible investing. NEI Investments serves individual and institutional investors across Canada, offering actively managed mutual funds and alternative funds with an emphasis on environmental, social, and governance (ESG) considerations. As of 2025, NEI manages multiple fund offerings and is recognized for its leadership in ethical and sustainable investment solutions.
Investment Strategy
NEI Investments specializes in responsible investing by offering a wide range of mutual and alternative funds that integrate rigorous financial analysis with environmental, social, and governance (ESG) factors. The firm acts as the manager and/or portfolio advisor for its funds, leveraging internal and external expertise—including sub-advisors like AllianceBernstein Canada, Inc.—and aims to deliver risk-adjusted returns while aligning investments with sustainable and ethical outcomes. NEI regularly seeks regulatory relief to allow its funds to access a broad suite of global investment vehicles, including U.S. and international ETFs and UCITS, to maximize diversification and return potential within an ESG-focused framework.
Top Holdings
Equity Positions (465)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.86% | $236.2M | 474,926 | $224.57 | $497.41 | +$55.8M |
N NVDA | NVIDIA CORPORATION | 3.05% | $123.1M | 779,249 | $88.59 | $157.99 | +$43.0M |
A AAPL | APPLE INC | 2.08% | $83.9M | 409,544 | $117.03 | $205.17 | -$763.0K |
R RY | ROYAL BK CDA | 1.63% | $65.8M | 500,182 | $82.14 | $131.55 | +$8.5M |
A AVGO | BROADCOM INC | 1.55% | $62.6M | 227,386 | $202.87 | $275.65 | +$25.1M |