In partnership with National Bank Investments (NBI), an investment fund management company and subsidiary of National Bank, we develop diversified investment solutions based on an open architecture for selecting investment managers.
This structure enables us to independently select the best portfolio managers worldwide and to have access to the most reputable investment firms for each of our asset classes in your portfolio. It also offers the agility to adjust your portfolio as required, as it gives us the latitude and independence to change portfolio managers if they no longer meet our criteria of excellence, or when other, more attractive investment alternatives in the investment universe.
The affiliated division (NBI) selects and supervises managers through a rigorous process in which the external managers' organization, personnel, process, portfolio, performance and integration of ESG criteria are thoroughly evaluated to identify those best positioned for the mandate. The due diligence process includes an annual meeting with over 200 portfolio managers, performance monitoring by an observer, the investment team, monitoring the number of analysts required to cover the investment universe, etc. With this architecture, we take care of the complex due diligence work, freeing up your time for monitoring and analysis.
This overview, not only rich in its diversification of viewpoints, provides ongoing support for financial market analysis and enables us to make informed investment decisions.