PORTFOLIO SOLUTIONS NEI Select Portfolios
Active managers DELIVERING ACTIVE RESULTS At NEI Investments, we believe that a more active management approach is essential to outperform over the long term. That is why we employ some of the best independent managers in the industry and provide you access to this elite group of high net worth and pension fund experts not typically available in the retail market. Though our managers may vary in specialty, structure and approach, all are selected for their ability to think independently, differentiate themselves from peer groups and indices, and outperform over the long term. Global roster of sub-advisors managing in excess of $3.8 trillion * *Combined Assets Under Management (AUM) are in Canadian Dollars, as of Q3 2016.
TODAY S MARKETS ARE DIFFERENT AND SO IS OUR APPROACH TO INVESTING We define risk as losing money We know that event-driven crises can and will happen and more than just once in a lifetime We understand that in crises, risk assets can perform negatively at the same time and the benefits of diversification can be lost We believe that past performance is not indicative of future returns We know that sometimes a good long-term investment can face short-term challenges We believe the principles of responsible investing can help mitigate risk and add value over the long-term We use an assest allocation model that focuses on LIMITING DOWNSIDE RISK. We account for BLACK SWAN events. We take a nimble FORWARD-LOOKING APPROACH to the asset mix. We commit to ACTIVE RESPONSIBLE MANAGEMENT and rigorous oversight in response to changing market conditions. THE RESULT FLEXIBLE, ALL-IN-ONE SOLUTIONS ALIGNED WITH TODAY S MARKETS, FINANCIAL INSTRUMENTS AND INVESTOR VALUES AND NEEDS.
How NEI Select Portfolios MANAGE FOR TODAY AND GROW FOR TOMORROW NEI SELECT PORTFOLIOS INCORPORATE TIME-TESTED STRATEGIC ASSET ALLOCATION WITH REAL-TIME TACTICAL ADJUSTMENTS, DELIVERING THE RIGHT BALANCE OF RISK AND RETURNS TO MEET ANY INVESTORS FINANCIAL GOALS. EACH NEI SELECT PORTFOLIO PROVIDES INSTANT DIVERSIFCATION ACROSS A WIDE NUMBER OF DIMENSIONS: Asset Class Investment Style Market Capitalization Geographic Region NEI SELECT PORTFOLIOS PROVIDE ACCESS TO EXCLUSIVE HANDPICKED, WORLD-CLASS, HIGH-NET-WORTH PENSION MANAGERS THAT ARE EXPERTS IN THEIR RESPECTIVE ASSET CLASS. NEI SELECT PORTFOLIOS LEVERAGE THE PRINCIPLES OF RESPONSIBLE INVESTING AS A VALUE-ADD PERFORMANCE DRIVER AND RISK REDUCTION TOOL. RESPONSIBLE INVESTING UNDERPINNING EXCLUSIVE MANAGERS ACTIVE ASSEST ALLOCATION ENHANCED DIVERSIFICATION
Choose the NEI Select Portfolios THAT BEST SUIT YOUR INVESTOR S NEEDS NEI SELECT PORTFOLIOS OFFER HIGH QUALITY FUND OF FUNDS SOLUTIONS IN VARIED RISK PROFILES THAT REGULARLY ADJUST INVESTMENT TACTICS TO MAXIMIZE OPPORTUNITIES AND LOCK-IN GAINS FROM TODAY S FAST CHANGING GLOBAL MARKETS. NEI SELECT PORTFOLIOS TARGET ALLOCATION NEI ETHICAL SELECT PORTFOLIOS TARGET ALLOCATION 0+27+73 global maximum growth 16+20+64 growth EXPECTED RETURN 23+16+61 40+17+43 60+12+28 conservative balanced growth = FIXED INCOME = CANADIAN EQUITY = GLOBAL EQUITY EXPECTED RETURN 40+15+45 60+11+29 70+8+22 income conservative balanced = FIXED INCOME = CANADIAN EQUITY = GLOBAL EQUITY RISK RISK
EXCLUSIVE MANAGERS ACTIVE STRATEGIES RESPONSIBLE APPROACH With our comprehensive breadth of product solutions, our unique active approach, and our accessible world-class fund managers with flexible mandates, we provide you with product solutions you can t find anywhere else. Talk to your advisor. 1.888.809.3333 or visit NEIinvestments.com Toronto Vancouver Montréal 1200 151 Yonge Street, Toronto, ON M5C 2W7 500 1111 West Georgia Street, Vancouver, BC V6E 4T6 2410 1800 McGill College Avenue, Montreal, QC H3A 3J6 CZC-51430-2608-2013 Printing by Lowe-Martin is offset by Carbonzero. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. please read the prospectus before investing.mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Northwest funds, Ethical funds, and NEI Investments are registered marks and trademarks owned by Northwest & Ethical Investments L.P. M 16 10 059. REV 07/17