Sustainable Growth NEI Investments is a Canadian asset manager with a strong focus on responsible investing and sustainable growth, presenting opportunities to cross-sell ESG-aligned solutions and impact-focused funds to existing clients and partners.

Expanded Offerings Recent fund launches and expansion of the global equity and exclusionary screening programs indicate NEI’s openness to new product collaborations; this creates sales opportunities for co-branded or sub-advised products and extended distribution channels.

Strategic Partnerships NEI maintains a broad network of sub-advisors and has existing collaboration with firms like Invesco and CapIntel; there is potential to propose additional technology, analytics, or distribution partnerships to enhance fund performance and workflow efficiency.

Market Positioning As a subsidiary of Aviso Wealth serving Canada’s credit unions and independent institutions, NEI offers a gateway to scalable advisor networks and depository partners, enabling targeted expansion into credit unions and affiliated financial services groups.

Tech Enabled With a tech stack including analytics and experience tools (Qualtrics, Crazy Egg, OneTrust, MouseFlow) and collaboration suites (Microsoft 365), there is an opportunity to offer data-driven marketing, compliance, and client experience enhancements to NEI and its partners.