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
Logo PRI
RIA logo
Logo Climate Engagement Canada
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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 Integration

Integrate ESG criteria into the investment process.


Exclusions / Negative screening

Exclude companies, sectors or countries that are not compatible with the mission or values of investors.


Standards-base screening

Exclude companies that do not meet the minimum standards of international norms and conventions.


Best-in-class / Positive screening

Invest in companies that demonstrate superior ESG performance, or whose products or services are beneficial or address environmental or social challenges.

Sustainable portfolio creation

Target investments that meet sustainable development themes.


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.

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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.

NBI Funds and NBI ETFs (the “Funds”) are offered by National Bank Investments Inc., a wholly owned subsidiary of National Bank of Canada. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus of the Funds before investing. Securities of the Funds are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The Funds 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.

® NATIONAL BANK INVESTMENTS is a registered trademark of National Bank of Canada, used under license 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.