Home / Leaderboard / Northwest & Ethical Investments L.P.
Northwest & Ethical Investments L.P.
John Bai · Asset Manager · Multi-Strategy
Northwest & Ethical Investments L.P. (NEI Investments) is a prominent Canadian asset management firm specializing in responsible investing. Headquartered in Toronto, the firm was established in 2008 through the merger of Ethical Funds—which launched Canada’s first ethical mutual fund in 1986—and Northwest Funds. Now a wholly-owned subsidiary of Aviso Wealth, NEI manages a comprehensive suite of investment solutions including Canadian and global equities, fixed income, and impact-focused portfolios. The institution is recognized for its pioneering role in integrating environmental, social, and governance (ESG) factors into traditional financial analysis. NEI serves a broad client base of retail and institutional investors, focusing on delivering competitive risk-adjusted returns while driving positive societal change. Through its robust active ownership program, the firm engages with corporations to promote sustainable business practices and enhance long-term shareholder value.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +21.3% |
| YTD return | +15.7% |
| Sharpe ratio | 3.39 |
| Win rate | 68% |
| AUM | $1.4B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.4B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.neiinvestments.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 14.7% | +13.4% |
| MSFT | Microsoft Corporation | 14.0% | -0.0% |
| AAPL | Apple Inc | 9.2% | +27.9% |
| GOOGL | Alphabet Inc Class A | 8.6% | +37.3% |
| AVGO | Broadcom Inc | 5.9% | +4.1% |
| AMZN | Amazon.com Inc | 4.8% | +13.7% |
| WCN | Waste Connections Inc | 4.2% | -1.4% |
| KLAC | KLA-Tencor Corporation | 3.6% | -26.4% |
| V | Visa Inc. Class A | 3.5% | +7.8% |
| CSCO | Cisco Systems Inc | 3.4% | +30.8% |
| MRK | Merck & Company Inc | 3.3% | +18.2% |
| GILD | Gilead Sciences Inc | 3.1% | +28.6% |
| NEE | Nextera Energy Inc | 2.9% | -4.2% |
| A | Agilent Technologies Inc | 2.8% | +15.1% |
| MA | Mastercard Inc | 2.8% | +12.5% |
| BAC | Bank of America Corp | 2.8% | +2.4% |
| LIN | Linde plc Ordinary Shares | 2.7% | -1.5% |
| SHOP | Shopify Inc | 2.6% | -15.1% |
| JPM | JPMorgan Chase & Co | 2.6% | -0.4% |
| TSM | Taiwan Semiconductor Manufacturing | 2.6% | +0.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | WCN | 4.2% → 4.2% |
| Sep 14, 2026 | BUY | JPM | 2.6% → 2.6% |
| Sep 14, 2026 | BUY | LIN | 2.7% → 2.7% |
| Sep 14, 2026 | BUY | NVDA | 14.3% → 14.7% |
| Sep 14, 2026 | BUY | MRK | 3.3% → 3.3% |
Investment Style Analysis
Northwest & Ethical Investments L.P. is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $1.4B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Northwest & Ethical Investments L.P. made a significant move by increasing exposure to WCN. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
NEI Investments follows a philosophy rooted in responsible investing, aiming to deliver competitive risk-adjusted returns while creating positive societal and environmental impact. Their approach integrates rigorous ESG analysis with financial research, emphasizing that sustainable business practices lead to better long-term corporate performance. A core pillar of their strategy is 'active ownership,' which involves direct corporate engagement and proxy voting to influence company behavior on critical issues like climate change, human rights, and corporate governance. By combining strategic asset allocation with a commitment to ethical standards, NEI seeks to mitigate systemic risks and capitalize on opportunities within the transition to a sustainable global economy.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Northwest & Ethical Investments L.P..
Similar Investment Style
Based on Multi-Strategy.
- Sandoz Family Office SA — Marc Duc · 3M -3.2%
- BB Gestão de Recursos - Distribuidora de Títulos e Valores Mobiliários S.A. — Denísio Liberato · 3M +6.6%
- Wolverine Trading, LLC — Robert Bellick · 3M -3.6%
- Amundi Asset Management US, Inc. — Marco Pirondini · 3M -4.4%
Frequently asked questions
How is the simulated portfolio for Northwest & Ethical Investments L.P. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Northwest & Ethical Investments L.P.'s largest holding?
As of the latest filing, Northwest & Ethical Investments L.P.'s top position is NVIDIA Corporation (NVDA), representing 14.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Northwest & Ethical Investments L.P.'s historical performance and risk profile?
Our simulation indicates a total return of +21.3% with a win rate of 68%. Notably, the portfolio maintains a Sharpe Ratio of 3.39, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Northwest & Ethical Investments L.P. primarily invest in?
Northwest & Ethical Investments L.P. has a strong preference for the Semiconductors sector, which makes up 23.1% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is Northwest & Ethical Investments L.P.'s portfolio concentrated or diversified?
Northwest & Ethical Investments L.P. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 37.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Northwest & Ethical Investments L.P. performed in 2026?
Our AI-simulated model portfolio for Northwest & Ethical Investments L.P. tracks a Year-to-Date (YTD) return of +15.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does John Bai manage Northwest & Ethical Investments L.P. directly?
Yes, John Bai serves as the key portfolio manager for Northwest & Ethical Investments L.P., overseeing the investment strategy and final capital allocation decisions.