Northwest & Ethical Investments L.P.

Overview

Northwest & Ethical Investments L.P. (NEI) is a Canadian investment firm dedicated to responsible investing, offering a diverse lineup of mutual funds across various asset classes, including equity, fixed income, and alternative solutions. Their focus lies in uncovering unique market opportunities while emphasizing corporate culture, environmental stewardship, and long-term stability for investors. Recognized for their strong performance by industry experts, NEI's products aim to enhance client portfolios amidst market volatility. The company promotes a commitment to ethical investing and sustainability, as evidenced by its specialized funds targeting socioeconomic trends and responsible business practices. NEI is owned 50% by the Provincial Credit Union Centrals and 50% by Desjardins Group, uniting their focus to strengthen and serve the cooperative financial movement across Canada. This backing of experience and vast resources provides economies of scale and allows NEI to actively support business growth in these networks as well as independent advisor channels. NEI has offices in Toronto, Vancouver, and Montreal. NEI's investment strategy is centered on responsible investing, integrating environmental, social, and governance (ESG) factors into their investment decisions. They offer a range of funds that align with these principles, catering to investors seeking to make a positive impact through their investments. The firm's approach includes active engagement with companies to encourage sustainable practices and transparency. NEI's portfolio spans various sectors, including financial services, technology, healthcare, and consumer goods, reflecting their commitment to supporting companies that contribute positively to society. With a history of over 25 years in socially responsible investing, NEI has been a catalyst for profound change in the way society thinks about investing. They have inspired investors to align their investment choices with their goals to build a better world while also achieving strong financial returns. Their dedication to sustainable practices is evident through initiatives like their climate strategy and impact investing reports, demonstrating a commitment to responsible business practices and environmental stewardship. NEI's comprehensive resources and insights are tailored for both advisors and investors, ensuring informed investment decisions that align with ethical and sustainable principles.

Investment Focus

• Accredited investor status required
• Commitment to ethical and sustainable investing principles

Portfolio Companies