In collaboration with National Bank Investments (NBI), an investment fund management firm and subsidiary of National Bank, we develop diversified investment solutions based on an open architecture approach for portfolio manager selection.
NBI implements a rigorous and structured process, known as OP4+, to conduct in-depth research on portfolio managers worldwide. This process is designed to identify top-performing talent and establish partnerships with the most reputable investment firms for each asset class represented in your portfolio.
This approach provides us with essential strategic agility, enabling us to adjust portfolios in response to market developments. Thanks to our independence, we have the flexibility to replace a portfolio manager who no longer meets our standards of excellence or to integrate more advantageous investment solutions as they emerge in the investment landscape.
The selection and oversight of managers are governed by a thorough due diligence process that evaluates several key dimensions: organizational structure, team expertise, investment methodologies, portfolio construction, historical performance, and the integration of environmental, social, and governance (ESG) criteria.
Each year, more than 200 managers are evaluated through this process, which also includes ongoing performance monitoring and strategic oversight of firms’ analytical capabilities to effectively cover their investment universe.
Through this open architecture and NBI’s expertise in analysis and due diligence, you are relieved of the inherent complexity of these evaluations, allowing you to focus fully on achieving your financial goals.