Partners of National Bank Investments

Presentation of the external firms selected by National Bank Investments, which provide the portfolio management of the funds making up NBI Portfolios and NBI Private Wealth Management’s profiles.

CI Investments Inc. is one of Canada’s largest investment management companies. It offers a broad range of investment products and services, including an industry-leading selection of investment solutions.

Fiera Capital Corporation is the lead manager for NBI funds. With approximately $109.1 billion under management, Fiera Capital is a leading-edge independent investment management firm and one of the largest investment managers in Canada.

Goldman Sachs Asset Management (GSAM) is one of the world's leading investment managers. With more than 2,000 professionals located across 33 offices worldwide, GSAM provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries and geographies.

Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. Invesco provides a wide range of investment strategies and vehicles to retail, institutional and high-net-worth clients around the world. Operating in more than 20 countries, the company is listed on the New York Stock Exchange under the ticker IVZ.

Founded in 1955, Jarislowsky Fraser Limited is a registered investment counselling firm, managing pension funds, endowment funds, corporate and private portfolios for clients in North America and overseas.

J.P. Morgan Asset Management (JPMAM) is the brand name for the asset management business of JP Morgan Chase & Co. and its affiliate. It is a leading asset manager for individuals, advisors and institutions. Their investment professionals are located around the world, providing strategies that span the full spectrum of asset classes for over 200 years. Assets under management of JPMAM: US$1.7 trillion.

Manulife Mutual Funds, a division of Manulife Asset Management Limited, builds on more than 120 years of Manulife Financial’s wealth and investment management expertise in managing approximately $48.4 billion for Canadian investors, through a diverse portfolio of forward-thinking mutual fund products.

With over $US 490 billion in assets under management, Boston-based Mellon Investments Corporation (Mellon) is wholly-owned by BNY Investment Management, one of the to leading investment and wealth management organization in the U.S. and the world.

Newton is a London-based investment manager managing $65 billion of assets for clients including government bodies, pension plans, corporations, endowments/foundations and individuals. With four decades of global investment experience, Newton’s particular expertise focuses on absolute-return, income-focused, high-conviction and sustainable investing in specialist equity, fixed income and multi-asset portfolios. Newton has a single investment team working collaboratively across asset classes and regions with a clearly defined investment process integrating environmental, social and governance (ESG) analysis. Newton’s investment process follows an active bottom-up security selection approach against a backdrop of investment themes, which provide global, long-term perspective.

Mackenzie Investments was founded in 1967, and is a leading investment management firm providing investment advisory and related services.

RBC Global Asset Management: The RBC GAM group of companies manage more than $370 billion in assets and have approximately 1,300 employees located across Canada, the United States, Europe and Asia.

Headquartered in New York, Rothschild Asset Management Inc. manages investments covering a range of U.S. securities including large-cap, small/mid-cap, small-cap, and balanced strategies. The firm manages assets for a broad range of clients including corporations, endowments, foundations, healthcare organizations, high-net-worth investors, public pension funds, sub-advisory and Taft-Hartley plans.