TORONTO, Oct. 22, 2026 /CNW/ -- NEI Investments today launched its new exchange-traded series ("ETF Series") on the Toronto Stock Exchange (TSX), giving financial advisors and investors more choice in how they access NEI's actively managed strategies and new tools to build and diversify portfolios.
NEI Global Short-Term Bond Fund, NEI Conservative Income ETF Portfolio, NEI Balanced ETF Portfolio, and NEI Growth ETF Portfolio have closed their initial offering of ETF Series units, and they will be listed and begin trading on the TSX today.
- NEI Global Short-Term Bond Fund (TSX: NESB), also available in A, F, I, M and O Series
- NEI Conservative Income ETF Portfolio (TSX: NECP), also available in A and F Series
- NEI Balanced ETF Portfolio (TSX: NEBP), also available in A and F Series
- NEI Growth ETF Portfolio (TSX: NEGP), also available in A and F Series
The launch reflects NEI's ongoing commitment to expanding how clients access its investment strategies. Each strategy is available as an ETF Series and as a mutual fund series, so advisors and investors can choose the format that best fits their needs.
"These investment strategies are new to the market, but the discipline behind them is not," said Tim Prescott, Senior Vice President and Head of Asset Management at NEI Investments. "Each strategy draws on the same active management approach, research and portfolio construction that advisors and investors have relied on from us for years. Offering that expertise in an ETF format simply gives clients another trusted way to put it to work as they build diversified portfolios and pursue their financial goals."
This launch builds on recent momentum. Earlier this month, NEI introduced the mutual fund series of the NEI ETF Portfolios in collaboration with Vanguard and the Amundi sub-advised NEI Global Short-Term Bond Fund. Together, the launch of the ETF Series and the mutual fund series expand the ways advisors and their clients can access NEI's actively managed strategies, both in traditional mutual fund format and as units that trade on an exchange like a stock.
The new ETF Series provide real-time trading with competitive pricing across a range of objectives. Each is built to fit smoothly into advisors' existing model-portfolio workflows and is actively managed by NEI's in-house experts and experienced sub-advisors, drawing on decades of expertise to manage risk-adjusted returns with a long-term focus as market conditions change.
"These ETFs explicitly address the needs that advisors and investors are prioritizing in today's fluid and rapidly evolving market environment," said Allen Kwan, Vice President and Head of Product at NEI Investments. "They provide investors with the flexibility to customize portfolios and seamlessly integrate NEI's actively managed strategies through the efficiency of an ETF structure, all backed by the skill and asset allocation discipline of NEI's Investment Team."
About NEI Investments:
Northwest & Ethical Investments L.P. ("NEI Investments" and "NEI") is part of the asset management arm of Aviso Wealth Inc. ("Aviso") — one of Canada's leading wealth management services providers. NEI has over 40 years of asset management experience and manages over $15 billion in assets as of September 30, 2026. NEI takes a differentiated approach to achieving investment outcomes, leveraging an extensive network of specialized domestic and global money managers, proprietary investment management, asset allocation expertise, and a dedicated responsible investing team. Together, these elements are designed to navigate the dynamics of a changing world, identify unique investment opportunities, and deliver a diverse range of outcomes with financial growth at the core. For more information, visit www.neiinvestments.com.
About Aviso:
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with more than $225 billion in assets under administration and management as of September 30, 2026. Guided by our values — we care, we dare, we share, we deliver — we're building a technology-enabled, client-centric wealth management ecosystem for partners, advisors and investors. Aviso supports over 4,600 advisors and nearly 900,000 investors.
Aviso works with over 450 partner organizations, including many credit unions across Canada, as well as portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our services include an investment and mutual fund dealer, insurance and estate planning, managed assets, online brokerage and automated investing, asset management, and custodial and carrying broker solutions. For more information, visit www.aviso.ca.
NEI ETFs are managed by Northwest & Ethical Investments L.P. (NEI). Commissions, management fees and expenses all may be associated with investments in exchange-traded funds (ETFs). Please read the prospectus and ETF Facts before investing. ETFs are not guaranteed, their values change frequently, and past performance may not be repeated. ETF units are bought and sold at market price on a stock exchange and brokerage commissions will reduce returns. Index returns do not represent NEI ETF returns. Forward-looking statements are not a guarantee of future performance and risks and uncertainties often cause actual results to differ materially from forward-looking information or expectations. Do not place undue reliance on forward-looking information. 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 NEI LP. Aviso is a wholly-owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by CU CUMIS Wealth Holdings LP, a limited partnership owned by the five provincial credit union centrals and The CUMIS Group Limited. |
SOURCE NEI Investments
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