NBI SmartData Equity Funds
AI-powered portfolio management
Managed by Goldman Sachs Asset Management L.P.
Morningstar rating
★★★★
Assets under management
$3.62B
Inception date
May 16, 2008
Data turned into investment opportunity
Harnessing data and AI
Leverages AI to process unstructured data such as text, audio and images in pursuit of an informational advantage.
Blending human insight and the power of technology
Combines quantitative insights and human judgment to identify high-quality, attractively valued companies that are exposed to positive market sentiment and poised to benefit from global economic trends.
Unlocking active intelligence
Enhances active management with data-driven insights and risk control to generate results that are stable, explainable and repeatable.
Clarity thanks to artificial intelligence
-
+4 million gigabytes of data
generated every 60 seconds -
+53,000 publicly traded companies
In an era of accelerated computing, most of that data will remain untapped. AI can now translate it into investment opportunities.
A strategy managed by GSAM
Complex strategies require exceptional managers
- +US $3,200 B in assets under supervision (AUS)
- +1 ,700 investment professionals, 25% of whom are IT engineers
- +150 years of expertise
Len Ioffe (since 1993)
Portfolio manager, Quantitative Investment Strategies (QIS) Equity Alpha team
Osman Ali (since 2002)
Portfolio manager, Quantitative Investment Strategies (QIS) Equity Alpha team
Unparalleled know-how
Expertise
In identifying AI techniques and data sources to be used to maximize returns
Infrastructure
The computational power required to analyze complex datasets
Knowledge
The human capital to safely and knowledgeably test cutting-edge technology
Every year, the GSAM model absorbs
+20,000
Earnings transcripts
+2 million
Articles
+50 million
Patents globally
+500,000
Audio files
Data-driven investment pillars
1. Identifying high-quality businesses
Blending traditional financial data and alternative, consumer-oriented data to better understand the growth prospects of companies across industries and geography
2. Detecting valuation dislocations
By combining multiple factors to assess the intrinsic value of companies with attractive valuations relative to their peers
3. Assessing broad market sentiment
By accelerating insights into the behaviour of key market players through the detection of nuances not yet reflected in the market
4. Uncovering the hidden links between companies
By mapping hard-to-detect business relationships to anticipate ripple effects and act faster than others in the market
Our SmartData strategies
NBI SmartData Funds are comprised of large-cap, high-quality securities, selected for their superior return potential.
NBI SmartData International Equity Fund
NBI SmartData U.S. Equity Fund
Little details that matter
The information and the data supplied in the present document, including those supplied by third parties, are considered accurate at the time of their printing and were obtained from sources which we considered reliable. We reserve the right to modify them without advance notice. This data and information are supplied as informative content only. No representation or guarantee, explicit or implicit, is made as for the exactness, the quality and the complete character of these data and this information. The opinions expressed are not to be construed as solicitation or offer to buy or sell shares mentioned herein and should not be considered as recommendations.
The NBI SmartData U.S. Equity Fund and the NBI SmartData International Equity Fund (the “Funds”) are offered by National Bank Investments Inc., an indirect wholly owned subsidiary of National Bank of Canada and sold by authorized dealers. Goldman Sachs Asset Management, L.P. acts as portfolio manager for the Funds. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus of the Funds before investing.
The Funds’ securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The Funds are not guaranteed, their values change frequently, and past performance may not be repeated.
Complete information on the NBI Funds and ETFs' ratings is available at the following hyperlinks: Fundgrade A+® and Morningstar 4-5 Stars funds.
® NATIONAL BANK INVESTMENTS is a registered trademark of National Bank of Canada, used under licence by National Bank Investments Inc.
National Bank Investments is a signatory of the United Nations-supported Principles for Responsible Investment, a member of Canada’s Responsible Investment Association, and a founding participant in the Climate Engagement Canada initiative.
1 Source: Goldman Sachs Asset Management. Data as of March 31, 2025.