July 26, 2017 2:13 PM ET

Capital Markets

Company Overview of Ethical Funds - NEI Ethical Balanced Fund

Company Overview

Ethical Funds - NEI Ethical Balanced Fund is an open-ended balanced mutual fund launched and managed by Northwest & Ethical Investments L.P. The fund is co-managed by OtterWood Capital Management Inc. It invests in the public equity and fixed income markets of the United States and Canada. The fund invests in stocks of companies operating across diversified sectors. It follows a socially responsible approach. The fund for equity component of its portfolio invests in growth at reasonable price stocks. For fixed income component of its portfolio, it invests in securities that have average credit rating of A or higher and will not hold more than 10% in below investment grade by S&P. The fund em...

151 Yonge Street

12th Floor

Toronto, ON M5C 2W7


Founded in 1989





Key Executives for Ethical Funds - NEI Ethical Balanced Fund

Chief Executive Officer of NEILP
President of NEILP and Chief Operating Officer of NEILP
Chief Financial Officer of NEILP and Senior Vice President of Finance - NEILP
Executive Vice President of NEILP
Senior Vice President of NEILP
Compensation as of Fiscal Year 2017.

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