September 26, 2017 4:11 AM ET

Capital Markets

Company Overview of NEI Investments - NEI Northwest U.S. Dividend Fund

Company Overview

NEI Investments - NEI Northwest U.S. Dividend Fund is an open-ended equity mutual fund launched and managed by Northwest & Ethical Investments L.P. The fund is co-managed by River Road Asset Management, LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in dividend paying value stocks of large cap companies. The fund employs fundamental analysis with a bottom-up stock picking approach, focusing on such factors as financial strength, attractive business models, and dividend yield to create its portfolio. It benchmarks the performance of its portfolio against S&P 500 Total...

151 Yonge Street

12th Floor

Toronto, ON M5C 2W7


Founded in 2000





Key Executives for NEI Investments - NEI Northwest U.S. Dividend Fund

Chief Executive Officer of Northwest & Ethical Investments L P ("NEILP")
President and COO - Northwest & Ethical Investments L P (?NEILP")
CFO & SVP - Finance for Northwest & Ethical Investments L P ("NEILP")
MD, Chief Investment Officer, Portfolio Manager of Northwest & Ethical Investments L P (?NEILP")
Executive Vice President of Northwest & Ethical Investments L P ("NEILP")
Compensation as of Fiscal Year 2017.

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