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Our different approach

Open architecture. Endless opportunities

 

Why choose us?

Empowerment, agility and partnership are key differentiating factors at the heart of our mission and at the service of your clients’ assets. Did you know that we are the only major bank in Canada to sub-advise exclusively to other firms the portfolio management of the funds built for our product shelf? This 100% open architecture structure is what sets us apart and it provides many benefits.

First, it allows us to select amongst prominent global portfolio managers and to provide Canadian investors with their additional investment expertise, while opening up new investment opportunities. This structure also gives us the agility to maneuver the complex world of investing as we can change portfolio managers if they no longer meet our criteria for excellence in portfolio management, or if more promising professionals are identified.

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.

Learn more about our open architecture structure

See what sets us apart

Diversifying across management styles

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.

 

OP4+: A rigourous governance process

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.

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Organization
Strong organization with top-tier investment culture.

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People
Talented and stable group of investors.

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Process
Emphasis on proven management processes to select securities, build portfolios and manage risk.

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Portfolio
Optimized portfolio construction that follows the investment process and ensures sound diversification.

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Performance
Strong and predictable risk-adjusted returns.

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Integration of Environment, Social and Governance practices.

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Questions?

Call or email an NBI sales representative: 1-877-463-7627