10 years of opportunity: how NEI Environmental Leaders Fund connects real‑world change to client portfolios 

Across Canada, many investors are looking for portfolios that reflect long‑term economic trends and environmental priorities in a thoughtful way. Structural shifts in energy use, water management, transportation, food systems and waste are shaping where capital flows and where companies find new avenues for growth. In this context, advisors are increasingly interested in well‑researched approaches that link global environmental change with practical, diversified equity exposure for their clients. 

This white paper, 10 years of turning global change into investing opportunities – NEI Environmental Leaders Fund, offers a clear, research‑driven look at one such approach. It reviews a decade of experience investing in companies that help address environmental challenges, across themes such as energy efficiency, clean and efficient transport, sustainable food, water solutions, circular economy and smart environment. The paper outlines the investment framework, portfolio construction and key lessons learned over 10 years, helping you understand how this strategy can sit alongside existing global equity holdings in Canadian client portfolios. 

By downloading the white paper, you will see: 

• How environmental markets have developed over the past decade and the types of companies active in these areas. 
• The three key elements of the NEI Environmental Leaders Fund’s investment approach, from identifying secular themes to selecting quality businesses at disciplined valuations. 
• Examples of where the strategy has found opportunity in areas like grid upgrades, water and waste solutions, sustainable food ingredients and other essential services. 
• How a focused environmental universe can still provide broad diversification across sectors, geographies and end‑markets. 

• The role a high active share, differentiated global equity strategy can play alongside core index and traditional active holdings for Canadian investors. 

Download the white paper to access 10 years of insights that can inform how you position environmental themes in client portfolios today.