NEI Advantage

At NEI, we believe in helping investors achieve their financial goals while making a world of difference.

That means providing you with an array of timely and relevant resources anchored in decades of our experience and leadership in responsible investing, disciplined investment process, and partnerships with some of the best portfolio manager around the world.

Our weekly market update calls with the NEI Investment Team and commentaries from our subadvisors to provide global perspective and portfolio positioning.

NEI: More than Markets
Call with John Bai, VP Chief Investment Officer, Maryna Koretska, Vice President Sales and Shellon Williams, Director of Investment Management
November 29, 2021

NEI: More than Markets
Call with John Bai, VP Chief Investment Officer, Ashton Liang, Vice President Sales, Shellon Williams, Director of Investment Management and Jamie Bonham, Director ESG Services
November 15, 2021

NEI: More than Markets
Call with John Bai, VP Chief Investment Officer, Coby Bucci, Vice President Sales, Shellon Williams, Director of Investment Management and Jamie Bonham, Director ESG Services
November 1, 2021

NEI: More than Markets
Call with John Bai, VP and Chief Investment Officer; David Rutherford, VP, ESG Services; Shellon Williams, Director, Investment Management Services; and Paul Pflanz, Vice President Sales
October 18, 2021

NEI: More than Markets
Call with John Bai, VP and Chief Investment Officer, David Rutherford, VP, ESG Services, Shellon Williams, Director, Investment Management Services and Tom Wile, Vice President Sales
September 27, 2021

NEI: More than Markets
Call with John Bai, VP and Chief Investment Officer, David Rutherford, VP, ESG Services, and Aimee Palmer, Vice President Sales
September 13, 2021

NEI: More than Markets
Call with John Bai, VP and Chief Investment Officer, David Rutherford, VP, ESG Services, and Tom Wile, Vice President Sales
July 26, 2021

NEI: More than Markets
Call with John Bai, VP and Chief Investment Officer, David Rutherford, VP, ESG Services, and June Zimmer, Vice President Sales
June 28, 2021

NEI: More than Markets
Call with John Bai, VP and Chief Investment Officer, David Rutherford, VP, ESG Services, and Rafal Wojtal, Portfolio Manager, Asset Allocation & Investment Strategy
June 14, 2021

NEI: More than Markets
Call with John Bai, VP and Chief Investment Officer, David Rutherford, VP, ESG Services, and Rafal Wojtal, Portfolio Manager, Asset Allocation & Investment Strategy
May 31, 2021

NEI: More than Markets
Call with John Bai, VP and Chief Investment Officer, David Rutherford, VP, ESG Services, and Rafal Wojtal, Portfolio Manager, Asset Allocation & Investment Strategy
May 17, 2021

NEI: More than Markets
Call with John Bai, VP and Chief Investment Officer, David Rutherford, VP, ESG Services, and Rafal Wojtal, Portfolio Manager, Asset Allocation & Investment Strategy
May 3, 2021

NEI: More than Markets
Call with John Bai, VP and Chief Investment Officer, Yufei Man, Director, Asset Allocation & Investment Strategy, and David Rutherford, VP, ESG Services
April 19, 2021

NEI: More than Markets
Call with John Bai, VP and Chief Investment Officer, Yufei Man, Director, Asset Allocation & Investment Strategy, and David Rutherford, VP, ESG Services
April 5, 2021

NEI: More than Markets
Call with John Bai, VP and Chief Investment Officer, Yufei Man, Director, Asset Allocation & Investment Strategy, and David Rutherford, VP, ESG Services
March 22, 2021

NEI: More than Markets
Call with John Bai, VP and Chief Investment Officer, Yufei Man, Director, Asset Allocation & Investment Strategy, and David Rutherford, VP, ESG Services
March 8, 2021

NEI: More than Markets
Call with John Bai, VP and Chief Investment Officer, Yufei Man, Director, Asset Allocation & Investment Strategy, and David Rutherford, VP, ESG Services
February 8, 2021

NEI: More than Markets
Call with John Bai, VP and Chief Investment Officer, Yufei Man, Director, Asset Allocation & Investment Strategy
January 25, 2021

NEI: More than Markets
Call with John Bai, VP and Chief Investment Officer, Yufei Man, Director, Asset Allocation & Investment Strategy, and David Rutherford, VP, ESG Services
January 11, 2021

NEI: More than Markets
Call with John Bai, VP and Chief Investment Officer, Yufei Man, Director, Asset Allocation & Investment Strategy, and David Rutherford, VP, ESG Services
November 30, 2020

NEI: More than Markets
Call with John Bai, VP and Chief Investment Officer, Yufei Man, Director, Asset Allocation & Investment Strategy, and David Rutherford, VP, ESG Services
November 16, 2020

NEI: More than Markets
Call with Yufei Man Director, Asset Allocation and Investment Strategy
November 9, 2020

NEI: More than Markets
Call with John Bai, VP and Chief Investment Officer, Yufei Man, Director, Asset Allocation & Investment Strategy
November 2, 2020

NEI: More than Markets
Call with John Bai, VP and Chief Investment Officer, Yufei Man, Director, Asset Allocation & Investment Strategy, and David Rutherford, VP, ESG Services
October 19, 2020

NEI: More than Markets
Call with Yufei Man Director, Asset Allocation and Investment Strategy
October 5, 2020

NEI Investment Team Investor Market Update
Call with John Bai, VP and Chief Investment Officer, Yufei Man, Director, Asset Allocation & Investment Strategy, and David Rutherford, VP, ESG Services
June 22, 2020

NEI Investment Team Investor Market Update
Call with John Bai, VP and Chief Investment Officer, Yufei Man, Director, Asset Allocation & Investment Strategy, and David Rutherford, VP, ESG Services
June 15, 2020

NEI Investment Team Investor Market Update
Call with John Bai, VP and Chief Investment Officer, Yufei Man, Director, Asset Allocation & Investment Strategy, and David Rutherford, VP, ESG Services
June 8, 2020

NEI Investment Team Investor Market Update
Call with John Bai, VP and Chief Investment Officer, Yufei Man, Director, Asset Allocation & Investment Strategy, and David Rutherford, VP, ESG Services
June 1, 2020

NEI Investment Team Investor Market Update
Call with John Bai, VP and Chief Investment Officer, Yufei Man, Director, Asset Allocation & Investment Strategy, and David Rutherford, VP, ESG Services
May 25, 2020

NEI Investment Team Investor Market Update
Call with John Bai, VP and Chief Investment Officer, Yufei Man, Director, Asset Allocation & Investment Strategy, and David Rutherford, VP, ESG Services
May 19, 2020

NEI Investment Team Investor Market Update
Call with John Bai, VP and Chief Investment Officer, Yufei Man, Director, Asset Allocation & Investment Strategy, and David Rutherford, VP, ESG Services
May 11, 2020

NEI Investment Team Investor Market Update
Call with John Bai, VP and Chief Investment Officer, Yufei Man, Director, Asset Allocation & Investment Strategy, and David Rutherford, VP, ESG Services
May 4, 2020

NEI Investment Team Investor Market Update
Call with John Bai, VP and Chief Investment Officer, Yufei Man, Director, Asset Allocation & Investment Strategy, and David Rutherford, VP, ESG Services
April 27, 2020

NEI Investment Team Investor Market Update
Call with John Bai, VP and Chief Investment Officer, Yufei Man, Director, Asset Allocation & Investment Strategy, and David Rutherford, VP, ESG Services
April 20, 2020

NEI Investment Team Investor Market Update
Call with John Bai, VP and Chief Investment Officer, Yufei Man, Director, Asset Allocation & Investment Strategy, and David Rutherford, VP, ESG Services
April 13, 2020

NEI Investment Team market update
Call with John Bai, VP and Chief Investment Officer, Yufei Man, Director, Asset Allocation & Investment Strategy, and David Rutherford, VP, ESG Services
April 6, 2020

NEI Investment Team Investor Focused Market Update
Call with John Bai, VP and Chief Investment Officer and Yufei Man, Director, Asset Allocation & Investment Strategy
March 30, 2020

NEI Investment Team market update
call with John Bai, VP and Chief Investment Officer and Yufei Man, Director, Asset Allocation & Investment Strategy
March 30, 2020

NEI Investment Team market update
call with John Bai, VP and Chief Investment Officer and Yufei Man, Director, Asset Allocation & Investment Strategy
March 23, 2020

In search of the silver lining
A commentary on the current bear market and potential implications for the future.
NEI opinions as of March 17, 2020

Impax Asset Management Commentary
March 17, 2020

Amundi Commentary
March 17th, 2020

NEI Investment Team market update
call with John Bai, VP and Chief Investment Officer and Yufei Man, Director, Asset Allocation & Investment Strategy
March 16, 2020

Hermes Commentary
March 16, 2020

NEI Investment Team market update
call with John Bai, VP and Chief Investment Officer and Yufei Man, Director, Asset Allocation & Investment Strategy
March 9, 2020

Subadvisor commentaries (MFS, Columbia Threadneedle, QV Investors, Principal, AllianceBernstein)
March 9, 2020

ColumbiaThreadneedle Commentary
March 9, 2020

Lincluden Commentary
March 9, 2020

Tools to help put recent market volatility in perspective

The Big Picture is Positive

Shortest. Bear Market.Ever

It pays to stay invested
A package of charts that illustrate why staying invested is a time-tested strategy.

Bear market decision for the Balanced Investor
A chart to illustrate what could happen to a balanced portfolio in a bear market if clients decide to sell, hold or buy more

Bear Market decision for the Equity Investor
A chart to illustrate what could happen to an equity portfolio in a bear market if clients decide to sell, hold or buy more

Putting Recession in Perspective
Charts designed to illustrate the relationship between recession and market performance




Recent Webinars

Watch Now Watch Now

NEI Global RI Trends conference
August 10

NEI Global Impact Initiative
May 19/20, 2021

NEI Focus List 2021
March 11, 2021

NEI Women and Wealth:A Practice with Purpose
March 4, 2021

NEI Global Impact Initiative
January 21, 2021

NEI 2021 Market Outlook: Opportunities in a post-pandemic world
December 16, 2020

Introducing the NEI Global Impact Bond Fund
NEI Investments, featuring Wellington Asset Management, July 22, 2020

Introducing NEI ESG Canadian Enhanced Index Fund
NEI Investments, featuring David Rutherford and Jamie Bonham, May 26, 2020

Introducing NEI Global Sustainable Balanced Fund
NEI Investments, featuring Impax Asset Management, May 12, 2020

NEI Corporate Engagement Focus List 2020: It's what we do best
NEI Investments, featuring David Rutherford and Jamie Bonham, March 12, 2020

What's Next for Global Bonds? NEI Global Total Return Bond Fund
NEI Investments, featuring Amundi Asset Management, Feb 25, 2020

"20 Charts for 2020" NEI Market Outlook
NEI Investments, featuring John Bai, December 16, 2019

Economic Uncertainty and the Global Bond Market
NEI Investments, featuring Amundi Asset Management, July 21, 2016

Investing Into a Perfect Storm: NEI Environmental Leaders Fund
NEI Investments, featuring Impax Asset Management, April 13, 2016

Opportunities and Challenges in Global Fixed Income
NEI Investments, featuring Amundi Asset Management, February 24, 2016

The High Yield Bond Opportunity: Delivering true to their name in today's market
NEI Investments, featuring Principal Global Investors, January 21, 2016

Understanding Resource Optimization: NEI Environmental Leaders Fund
NEI Investments, featuring Impax Asset Management, December 15, 2015

Make the Move: How market volatility can work to the advantage of bond investors
NEI Investments, featuring Amundi Asset Management, November 10, 2015

Behind the Scenes: An unfiltered view of markets
NEI Investments, featuring Daniel Solomon, August 27, 2015

Global Bond Developments: A front line perspective
NEI Investments and Amundi Asset Management, July 15, 2015

Global Dividend Opportunities: Unlock the value of dividend payers on a global scale
NEI Investments, featuring Beutel Goodman, June 23, 2015

Getting Tactical on Yield: Finding solutions for a low rate environment
NEI Investments, featuring CIO Daniel Solomon, May 27, 2015

Bonds Without Borders: Finding fixed income opportunities wherever they exist
NEI Investments and Amundi Asset Management, April 16, 2015

Finding Opportunities In a Yield Deprived Market
NEI Investments Q1 2015 Market Update, Featuring NEI Global Strategic Yield Fund, February 11, 2015