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Open architecture

 

Empowerment, agility and partnership are key differentiating factors at the heart of our mission and at the service of your clients’ assets. Did you know that we are the only major bank in Canada to sub-advise exclusively to other firms the portfolio management of the funds built for our product shelf? And rightly so, NBI is the largest manager-of-managers in Canada1. This 100% open architecture structure is what sets us apart and it provides many benefits. 

First, it allows us to select amongst prominent global portfolio managers and to provide Canadian investors with their additional investment expertise, while opening up new investment opportunities. This structure also gives us the agility to maneuver the complex world of investing as we can change portfolio managers if they no longer meet our criteria for excellence in portfolio management, or if more promising professionals are identified.

Lastly, partnering with NBI allows you to simplify your processes and improve your clients’ experience. Because like you, we strive to select the best investment talent for our clients.

Learn more about our open architecture structure 
Discover our unique investment processes (advisors only)

Diversifying across management styles

Financial markets don’t move in a predictable fashion, and different management styles are rewarded at different times during an economic cycle. Portfolio diversification also involves combining management styles. 

Combining complementary styles allows to reduce the overall volatility of a portfolio and to better balance the relationship between risk and return for investors. 

The goal of open architecture is to find, assess and recommend the best portfolio management team for
each mandate. 

Through open architecture, we are able to provide optimal diversification of both management styles and asset classes to balance the risk and return of a portfolio.

Our partners

Consult the list of Third-Party Portfolio Managers Firms and get to know our open architecture partners.

1 INVESTOR ECONOMICS, Insight, February 2016 Monthly Update, Table 8 – Investment Fund Complexes with Most Sub-advised Fund Assets, p. 10