NEI <a ETF Series") on the Toronto Stock Exchange (TSX). This move provides financial advisors and investors with expanded options for accessing NEI’s active management strategies, offering new instruments to enhance portfolio diversification and construction.
The NEI Global Short-Term Bond Fund, NEI Conservative Income ETF Portfolio, NEI Balanced ETF Portfolio, and NEI Growth ETF Portfolio have finalized their initial unit offerings and are now listed for trading on the TSX.
NEI Global Short-Term Bond Fund (TSX: NESB), also available in A, F, I, M and O Series
NEI Conservative Income ETF Portfolio (TSX: NECP), also available in A and F Series
NEI Balanced ETF Portfolio (TSX: NEBP), also available in A and F Series
NEI Growth ETF Portfolio (TSX: NEGP), also available in A and F Series
This launch underscores NEI’s ongoing dedication to broadening the ways clients can utilize its investment strategies. Because each strategy is offered in both an ETF Series and a mutual fund series, advisors and investors have the flexibility to select the format that best aligns with their specific requirements.
“These investment strategies are new to the market, but the discipline behind them is not,” said Tim Prescott, Senior Vice President and Head of Asset Management at NEI Investments. “Each strategy draws on the same active management approach, research and portfolio construction that advisors and investors have relied on from us for years. Offering that expertise in an ETF format simply gives clients another trusted way to put it to work as they build diversified <a
The rollout builds upon recent progress. Earlier this month, NEI debuted the mutual fund series of the NEI ETF Portfolios in partnership with Vanguard, alongside the Amundi sub-advised NEI Global Short-Term Bond Fund. Combined, the introduction of the ETF Series and the mutual fund series increases the methods by which advisors and their clients can access NEI’s actively managed strategies, whether through traditional mutual funds or exchange-traded units.
The new ETF Series offer real-time trading and competitive pricing across various investment objectives. Each is designed to integrate seamlessly into existing advisor model-portfolio workflows and is actively managed by NEI’s internal experts and seasoned sub-advisors, utilizing decades of experience to pursue risk-adjusted returns with a long-term perspective amidst shifting market conditions.
“These ETFs explicitly address the needs that advisors and investors are prioritizing in today’s fluid and rapidly evolving market environment,” said Allen Kwan, Vice President and Head of Product at NEI Investments. “They provide investors with the flexibility to customize portfolios and seamlessly integrate NEI’s actively managed strategies through the efficiency of an ETF structure, all backed by the skill and asset allocation discipline of NEI’s Investment Team.”
Northwest & Ethical Investments L.P. (“NEI Investments” and “NEI”) functions as the asset management division of Aviso Wealth Inc. (“Aviso”), a premier Canadian wealth management provider. With over 40 years of experience, NEI managed more than $15 billion in assets as of September 30, 2026. The firm employs a unique strategy for generating investment results, utilizing a broad network of specialized domestic and international money managers, proprietary investment management, asset allocation expertise, and a dedicated responsible investing team. These components are structured to navigate a changing global landscape, uncover distinct investment opportunities, and provide a variety of outcomes centered on financial growth.
Aviso collaborates with over 450 partner organizations, including numerous Canadian credit unions, as well as investment dealers, portfolio managers, insurance and trust companies, and introducing brokers. The firm’s service offerings encompass mutual fund and investment dealing, insurance and estate planning, managed assets, automated investing, online brokerage, asset management, and custodial solutions.
