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June 30, 2015 11:08 AM ET

Capital Markets

Company Overview of NEI Select Canadian Balanced Portfolio

Company Overview

NEI Select Canadian 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 Northwest Funds - Northwest Select Canadian Balanced Portfolio. NEI Select Canadian Balanced ...

151 Yonge Street

12th Floor

Toronto, ON M5C 2W7

Canada

Founded in 2001

Phone:

416-594-6633

Fax:

416-594-3370

Key Executives for NEI Select Canadian 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 2014.

NEI Select Canadian 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.

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