This spring, National Bank Investments Inc. (“NBI”), the first and largest open architecture, highlights 10 years of this leading-edge structure. The freedom to choose its portfolio managers from among world-class firms and its high standards in asset management set it apart in the market. For the past 10 years, the agility of open architecture has enabled NBI to continuously adapt to an unpredictable and increasingly complex world. Responsible investing is a natural fit for the majority of investment funds and solutions offered to help investors build a more sustainable future while creating long-term wealth. |
Finance working for peopleNBI’s approach has evolved throughout its history, and this led us to develop a high-performance structure. • In 2012, National Bank Securities demonstrated innovation by setting up its open architecture structure, which promotes the development of trust-based relationships between advisors and their clients. • In 2014, National Bank Securities Inc. became National Bank Investments Inc. (NBI) and simplified the brand structure of its funds. • In 2018, ESG considerations, represented by the + sign in its OP4+ governance process, became one of the pillars of its criteria for excellence in portfolio management. • In 2020, NBI launched Canada’s first actively managed investment products – exchange-traded funds and mutual funds – incorporating the United Nations Sustainable Development Goals. • In 2021, NBI expanded its sustainable product offering and added an investment team diversity criterion to its OP4+ analysis framework. • In 2022, NBI is celebrating the 10th anniversary of its open architecture! |
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For many years, NBI has been engaged in creating a more
sustainable and responsible financial system and has been contributing to this in many
ways:
Signatory of the Principles for Responsible Investment (PRI) Member of the Responsible Investment Association (RIA) Signatory of the Canadian Investor Statement on Diversity & Inclusion Founding Participant in the Climate Engagement Canada (CEC) Signatory of the Canadian Investor Statement on Climate Change 
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Sustained progressSince that time, and thanks to the trust of its clients and business partners as well as the dedication of its employees, NBI has continued to innovate and is committed to having a positive impact in the lives of investors through the vitality, dynamism and humanism of its approach.
“The 10th anniversary of our open architecture is milestone, and we are proud to celebrate this distinctive model that gives us the privilege not only to create value, but above all to develop strong trust-based relationships. More than ever, people and responsible investment are inseparable from our vision, our mission and our daily lives when it comes to building the sustainable future that Canadian investors want,” said Éric-Olivier Savoie, President and Chief Executive Officer, National Bank Investments. At NBI, we recognize that actions speak louder than words, and this anniversary demonstrates our commitment to bringing together the best investment talent for Canadian investors. |
Investing in the power of peopleTM
Put people at the heart of investing
At NBI, we believe that people are at the heart of finance and investment. We are an agile player, working with advisors who are passionate about their own work as well as their clients’ projects. More than ever, we’re investing in the power of people. Learn more about responsible investment
Find the perfect balance between risk and reward
From the careful selection of portfolio managers to the continuous monitoring of processes and performance, we take the necessary steps to ensure optimal performance. Learn more about our open architecture structure
Collaborate with the best talent
Our structural flexibility lets us select first-rate investment talent for our clients, from top global management firms. Learn more about our external portfolio management firms |
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TMINVESTING IN THE POWER OF PEOPLE is a trademark of National Bank of Canada, used under license by National Bank Investments Inc. The information and opinions herein are provided for information purposes only and are subject to change. The opinions are not intended as investment advice nor are they provided to promote any particular investments and should in no way form the basis for your investment decisions. National Bank Investments Inc. has taken the necessary measures to ensure the quality and accuracy of the information contained herein at the time of publication. It does not, however, guarantee that the information is accurate or complete, and this communication creates no legal or contractual obligation on the part of National Bank Investments Inc. National Bank Investments is a member of Canada’s Responsible Investment Association and a signatory of the United Nations-supported Principles for Responsible Investment. |