The next step in your RI journey

Selecting qualified asset management partners is one thing. Selecting qualified asset management partners in responsible investing is another thing entirely. Join us September 29 and October 1 to find out what makes NEI the ideal choice to be your premier RI partner.

On the agenda:

  • Learn how 35 years of RI experience leads to cutting-edge investment solutions and a globally recognized stewardship program
  • Discover how our investment team sources, evaluates, selects, and monitors our roster of 17 sub-advisors
  • Hear the investment strategies, RI perspectives, and latest market outlooks from Impax Asset Management, Columbia Threadneedle Investments, and Wellington Management
  • Learn how 3 advisors are incorporating RI into their practice to meet client demand, build loyalty, and grow business (panel discussion)
  • Get tools and resources to meet your RI practice management needs, including a fund manager due diligence primer and a guide to having effective RI conversations with clients
We're also bringing you an insightful and inspiring keynote presentation you’re not going to want to miss. Amelia Rose Earhart—named after the famous pilot—will share her perspective on crafting an effective flightplan, navigating challenging conditions, and moving past failure with confidence. CE credits are pending approval. We look forward to your participation.

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This webinar is for Advisor Use Only. The viewpoints expressed by NEI Investments and its partners represent the assessment of the markets at the time of the webcast. Those views are subject to change as markets change over time and may differ from views expressed by other associates and affiliates at their firms. Opinions expressed here do not constitute investment advice. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus and/or Fund Facts before investing. Mutual Funds are not guaranteed, there value changes frequently and past performance may not be repeated. NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. (“Aviso”). Aviso is the sole limited partner of the Manager. Aviso is a wholly-owned subsidiary of Aviso Wealth LP (“Aviso Wealth LP”), which in turn is owned 50% by Desjardins Financial Holding Inc. (“Desjardins”) and 50% by a limited partnership owned by the five Provincial Credit Union Centrals (the “Centrals”) and the CUMIS Group Limited.

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