# National Bank Investments

National Bank Investments is a Generic based in Montreal, Canada.

## Overview

- **Organization type:** Generic
- **Headquarters:** Montreal, Canada
- **Region:** North America
- **Address:** Montreal, Canada
- **Founded:** 1987
- **Assets under management:** $100B+
- **Website:** www.nbinvestments.ca
- **LinkedIn:** linkedin.com/company/banque-nationale-investissement

## Regulatory record

- **Reports private funds:** No

## About

National Bank Investments Inc. (NBI) is an investment fund management firm that manufactures mutual funds, exchange-traded funds, investment solutions and services for Canadian investors. It positions itself as a leading retail open architecture provider in Canada and designs managed solutions aimed at optimal risk-adjusted returns over the long term. Its open architecture structure is used to select investment talent from global management firms.

## Questions

### How does National Bank Investments select portfolio managers?

NBI applies a six-criteria framework: a strong organization with a top-tier investment culture, a stable investment team, a proven security-selection process, optimized portfolio construction, predictable risk-adjusted returns, and ESG integration. The firm describes this as its "open architecture" approach, which allows it to choose managers from global management firms.

### Does NBI manage money directly or only through external managers?

NBI operates entirely as a fund-of-funds platform. It does not employ in-house portfolio managers for fundamental security selection; instead, it delegates to third-party managers and concentrates on manager selection, combination, and ongoing oversight through its CIO Office.

### What investment structures does NBI offer?

NBI offers mutual funds and pooled vehicles covering Canadian, US, and international equities, fixed-income, and balanced mandates. These products are distributed through National Bank's wealth-management network and external advisors, who can access fund codes, forms, and continuing-education resources via the firm's advisor portal.

### How does NBI integrate ESG considerations?

ESG integration is embedded in NBI's manager-selection criteria and is positioned as a central part of its investment philosophy. The firm publishes a dedicated responsible-investment landing page and markets itself around "investing in the power of people," but does not disclose a proprietary ESG rating methodology or exclusion list.

### Who are the key investment decision-makers at NBI?

NBI does not publicly name individual portfolio managers or investment-committee members. Decision-making is attributed to the "CIO Office," which produces market commentary, podcasts, and video updates, but the individuals behind that function are not disclosed on the firm's website.

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Last updated: 2026-08-11T15:07:34.613Z

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