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.
NBI's core investment beliefs are our guiding principles in delivering the best strategies possible. They power our mission, vision and values, while setting the tone for our open architecture structure.
We believe investment decisions should be exclusively evidence-based
Investment decisions must be based on sound facts. In a systemic approach based on an extensive study of historical business cycles, we strive to identify material information allowing us to attain the appropriate risk-return payoff. Through our robust due diligence process, we model our analyzes to remain truly rational.
We believe value can be added through active management
We manage a dynamic mix of active and passive solutions. Active vs passive is not a debate but a competitive advantage of our open architecture. It allows us to select key portfolio managers in each asset classes to actively manage different risk factors for greater returns when markets are inefficient. Our approach is to respond to these market conditions, while showing strong strategic and tactical asset allocation convictions for superior total fund diversification.
We believe in budgeting risks
The best way to support our goal of generating long-term results is by minimizing drawdowns. We care deeply about risk management and carefully budget the risk in our portfolios using optimal diversification of styles, factors and portfolio managers. Our goal is to give you access to uncorrelated historical risk premia in a way to optimize portfolio diversification.
We believe in a focused investment strategy
Following this investment process is paramount and fundamental to NBI's success. It adds tremendous alpha and brings the best investment results for our clients.
Our 100% open architecture structure relies on conducting ongoing due diligence and ensuring full accountability. Our monitoring efforts are based on a cycle during which the organization, the people, the process, the portfolio, the performance and the integration of ESG factors of external sub-advisors are assessed on an ongoing basis.
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 factors.