Firms and Managers

Discover our network of external portfolio management firms

Discover our network of external portfolio management firms

The power to choose

We are an agnostic portfolio manager, elevating human potential at every level from product creation to management. NBI has the freedom to choose portfolio managers in order to offer investment solutions with optimal risk-return ratio.
 

Here are our 6 selection criteria for portfolio managers:
 

  • Firm recognized for its investment culture 
  • Stability within the team of investment professionals
  • Expertise in to selecting securities, building portfolios and managing risk
  • Sound diversification and optimal portfolio construction
  • Able to predict strong, risk-adjusted returns
  • Integration of ESG criteria

Firms

NBI Funds


 

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Meritage Portfolios


 

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NBI Exchange-Traded Funds


 

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Managers

US Equity


 

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Canadian Equity


 

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Global Equity


 

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Thematic & Sustainable Equities


 

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Money Market


 

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Fixed Income


 

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Video transcript

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

Questions?

Contact your NBI Sales Representative via email or by phone at 1-877-463-7627