October 25, 2016 12:41 PM ET

Capital Markets

Company Overview of NEI Select Balanced Portfolio

Company Overview

NEI Select Balanced Portfolio is an open-ended balanced fund of fund launched and managed by Northwest and Ethical Investments L.P. It invests in funds investing in the public equity and fixed income markets across the globe. The fund focuses on factors like returns, consistent relative performance, risk-adjusted performance, portfolio construction, management style and organizational changes to create its portfolio. It benchmarks the performance of its portfolio against composite benchmark comprising of 35% S&P/TSX Composite, 50% DEX Universe, 15% MSCI World. The fund was formerly known as NEI Select Canadian Balanced Portfolio. NEI Select Balanced Portfolio was formed on January 8, 2001 a...

151 Yonge Street

12th Floor

Toronto, ON M5C 2W7


Founded in 2001





Key Executives for NEI Select Balanced Portfolio

Chief Executive Officer of Northwest & Ethical Investments Inc
President of Northwest & Ethical Investments Inc and Chief Operating Officer of Northwest & Ethical Investments Inc
Chief Financial Officer of Northwest & Ethical Investments Inc and Senior Vice President of Finance - Northwest & Ethical Investments Inc
Senior Vice President of Northwest & Ethical Investments Inc and Portfolio Manager of Northwest & Ethical Investments Inc
Executive Vice President of Northwest & Ethical Investments Inc
Compensation as of Fiscal Year 2016.

NEI Select Balanced Portfolio Key Developments

NEI Select Canadian Balanced Portfolio, Special/Extraordinary Shareholders Meeting, Jun 01, 2015

NEI Select Canadian Balanced Portfolio, Special/Extraordinary Shareholders Meeting, Jun 01, 2015., at 11:00 US Eastern Standard Time. Location: NEI Investments. Agenda: To consider, and, if thought advisable, to adopt, with or without variation, a resolution approving a change to the fundamental investment objective of each Fund; and to transact such other business as may properly come before the applicable Special Meetings or any adjournment(s) thereof.

Similar Private Companies By Industry

Company Name Region
2251442 Ontario Inc. Americas
26 Broadway Capital Corp. Americas
4Front Capital Partners, Inc. Americas
888 Capital Group Americas
A Nihmey & Associates Americas

Recent Private Companies Transactions

No transactions available in the past 12 months.

The information and data displayed in this profile are created and managed by S&P Global Market Intelligence, a division of S&P Global. Bloomberg.com does not create or control the content. For inquiries, please contact S&P Global Market Intelligence directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
Bloomberg L.P. United States
NYC2012, Inc. United States
The Advertising Council, Inc. United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact NEI Select Balanced Portfolio, please visit www.neiinvestments.com/Pages/product/CR41.aspx. Company data is provided by S&P Global Market Intelligence. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.