National Bank Investments
Home Products
Price and performance
Firms and managers
Expert insights
Resources
Regulatory documents
About us
CLOSE

Our approach

Investing in the power of peopleTM

 

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.

.

See what sets us apart

Our investment beliefs

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.

 

 

OP4+: A rigorous governance process

Our 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 criteria of external sub-advisors are assessed on an ongoing basis.

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.

Documents

General information

Advisor material

icon-cadenas-ferme-login-14x19.png

Sign in to access the following documents:

NBI investment process

Questions?

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

Legal notes

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

The information and opinions herein are provided for information purposes only and are subject to change. 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.

National Bank Investments is a member of Canada’s Responsible Investment Association and a signatory of the United Nations-supported Principles for Responsible Investment.