Asset Growth NBI manages a substantial AUM base of around $50 billion as of 2017, with ongoing expansion evidenced by multiple fund launches in 2024–2026 including ETFs, active and hedged ETF units, and a SmartData Canadian Equity Fund, signaling opportunities to cross-sell advanced investment solutions and data-driven products to existing clients and new prospects.

Open Architecture NBI operates with a 100% open architecture, sub-advising portfolio management to external firms. This structure creates a compelling value proposition for asset managers seeking access to global managers and differentiated product shelf, presenting an upsell path for technology integrations, risk analytics, and outsourced research services.

Bank Affiliation As the only leading bank-affiliated asset manager in Canada focusing on sub-advised strategies, NBI has a strategic moat and credibility with retail and institutional channels, offering sales opportunities around co-branding, distribution partnerships, and platform integrations within national banking ecosystems.

Awards & Recognition Consistent FundGrade A+ and LSEG Lipper award wins through 2024–2025 demonstrate performance credibility; leverage this to pursue enterprise relationships, consultant referrals, and client acquisition strategies that emphasize proven outcomes and differentiated fund management capabilities.

Tech & Data Enablement NBI’s tech stack includes AWS, analytics and digital experience tooling, and ad platforms, indicating readiness for data-driven marketing, client onboarding efficiencies, and digital advisory experiences; sales opportunities exist for technology partnerships, white-label platforms, or managed data services to enhance client engagement.