First, it allows us to select amongst prominent global portfolio managers and to provide Canadian investors with their additional investment
Lastly, partnering with NBI allows you to simplify your processes and improve your clients’ experience. Because like you, we strive to select the best investment talent for our clients.
Financial markets don’t move in a predictable fashion, and different management styles are rewarded at different times during an economic cycle. Portfolio diversification also involves combining management styles.
Combining complementary styles allows to reduce the overall volatility of a portfolio and to better balance the relationship between risk and return for investors.
The goal of open architecture is to find, assess and recommend the best portfolio management team for each mandate.
Through open architecture, we are able to provide optimal diversification of both management styles and asset classes to balance the risk and return of a portfolio.
Our monitoring efforts are based on a cycle during which the organization, the performance, the process, the people and the portfolios of external sub-advisors are assessed on an ongoing basis. Our 100% open architecture structure relies on conducting ongoing due diligence and ensuring fall accountability.
Strong organization with top-tier investment culture.
Talented and stable group of investors.
Emphasis on proven management processes to select securities, build portfolios and manage risk.
Optimized portfolio construction that follows the investment process and ensures sound diversification.
Strong and predictable risk-adjusted returns.
Integration of Environment, Social and Governance practices.