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Our approach

Investing in the power of peopleTM

 

At a glance

56

elite portfolio management firms

85

proven portfolio
management teams

139

investment funds

$93B

assets under management

As of September 30, 2024

Why choose us?

A people-first approach

At NBI, we are committed to help investors meet their financial goals. We know how to leverage human capabilities and interactions to deliver optimal risk-return investment solutions.

We’re an agile player that knows how to renew itself, continually improving our open architecture structure to ensure a more sustainable future.

The advantages of an open architecture

As Canada's leading open-architecture provider, NBI is committed to offering diversified investment solutions to meet the evolving needs of investors. This open architecture structure offers a number of benefits including the power to act by choosing the best portfolio managers, the agility to easily navigate the investment world, and the complicity to simplify your procedures.

Empowerment

Open architecture allows us to choose from the best portfolio managers in the world and offer their additional investment expertise to Canadian investors, all while creating new investment opportunities.

Agility

This structure gives us the agility to navigate the complex world of investing, as we can change portfolio managers if they no longer meet our criteria for excellence or, when promising talent emerges.

Complicity

Working with NBI allows you to simplify your investment process and improve your client experience. Just like you, we’re always looking for the best investment talent.

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OP4+: A rigorous process

NBI’s open architecture structure uses a highly analytical governance process, called OP4+, to evaluate and select our external portfolio managers. Over the years, we have established a clear series of criteria for identifying strong candidates, vetting their investment strategies and monitoring long-term performance. This ongoing process ensures due diligence and full accountability.

Organization icon

Organization
Strong organization with top-tier investment culture.

People icon

People
Stable team of investment professionals.

Process icon

Process
Proven management processes to select securities, build portfolios and manage risk.

Portfolio icon

Portfolio
Optimized portfolio construction that follows the investment process and ensures sound diversification.

Performance icon

Performance
Strong and predictable risk-adjusted returns.

Performance icon

+
Integration of Environment, Social and Governance criteria.

Video transcript

Investing in the power of peopleTM

National Bank Investments
We are an agile player
That knows about renewal
Because investing is now synonymous with ESG
And it has never been more about people

INVESTING

With accomplished portfolio managers
With passionate advisors
For clients and their projects

INVESTING

With open architecture
And our 6 selection criteria for portfolio managers
Strong organization with top-tier investment culture
Stable team of investment professionals
Proven management processes to select securities, build portfolios and manage risk
Optimized portfolio construction that follows the investment process and ensures sound diversification
Strong returns that are risk-adjusted and predictable
Integration of ESG criteria

INVESTING

In strong relationships
In active listening
In performance
And in humanity

INVESTING

In the power of people
National Bank Investments

TM INVESTING IN THE POWER OF PEOPLE is a trademark of National Bank of Canada, used under license by National Bank Investments Inc.

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Legal notes

The information and opinions on the current page of this site are provided for information purposes only and are subject to change without notice. The opinions are not intended as investment advice nor are they provided to promote any particular investments and should in no way form the basis for your investment decisions. National Bank Investments Inc. has taken the necessary measures to ensure the quality and accuracy of the information contained herein at the time of publication. It does not, however, guarantee that the information is accurate or complete, and this communication creates no legal or contractual obligation on the part of National Bank Investments Inc.

TM INVESTING IN THE POWER OF PEOPLE is a trademark of National Bank of Canada, used under license by National Bank Investments Inc.

® NATIONAL BANK INVESTMENTS is a registered trademark of National Bank of Canada, used under licence by National Bank Investments Inc.

National Bank Investments is a signatory of the United Nations-supported Principles for Responsible Investment, a member of Canada’s Responsible Investment Association, and a founding participant in the Climate Engagement Canada initiative.