Responsible investment
Investments promoting change.
What is responsible investing?
In recent years, responsible investing (RI) has been experiencing significant interest and growth in Canada. The Canadian RI Trends Report estimates $3.2 trillion in total RI assets under management in Canada, an over 112% increase from 2015 to 2020.1
RI aims to integrate environmental, social and governance (ESG) criteria into investment decisions.
For a long time, this approach was considered more admirable than profitable. But not anymore. RI potentially allows for better risk management by aiming for long-term sustainable returns. It is now possible to do good with investments that embrace change.
Our responsible investment priorities for 2021-2023
Become an industry leader through RI practices
- Improve our processes by providing more in-depth analysis of ESG criteria by the portfolio managers.
Be a leading corporate citizen
- Give back to society, promote diversity and inclusion, emphasize data confidentiality, govern according to the highest standards, and fuel economic development.
Play a key role in advancing RI
- Serve on several RI advisory committees to help update course content on advisor practice management.
Our approach
NBI aims to be an accelerator promoting the growth and development of investment solutions and services with the objective of positively impacting the lives of National Bank of Canada’s clients, employees and stakeholders.
We are committed to offering a full range of diversified investment solutions designed to help Canadian investors achieve their financial goals.
Integration of ESG criteria into the OP4+ governance process
As part of the OP4+ governance process, we evaluate, among other things, the integration of ESG criteria into the investment process of our portfolio managers, as well as their resources and data sources. This process leads to profitable results for our clients and the planet.
Our commitment for a positive and sustainable impact
NBI is a proud signatory of the United Nations-supported Principles for Responsible Investment (PRI) and a member of Canada’s Responsible Investment Association (RIA).
General information
- Responsible Investment Roundtable
- Report on NBI's Responsible Investment Approach
- Report on NBI's Responsible Investment Approach (Short Version)
- NBI Responsible Investment Policy
- Info pager: NBI Sustainable Canadian Bond Fund
- Info pager: NBI Sustainable Canadian Equity Fund
- Info pager: NBI Sustainable Global Equity Fund
Questions?
Contact your NBI Sales Representative via email or by phone at 1-877-463-7627
Legal
1 Responsible Investment Association, 2020 Canadian Responsible Investment Trends Report, 2020.
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