September 19, 2014 12:50 AM ET

Capital Markets

Company Overview of NEI Investments - NEI Northwest U.S. Dividend Fund

Company Overview

NEI Investments - NEI Northwest U.S. Dividend Fund is an open-ended equity mutual fund launched and managed by Northwest & Ethical Investments L.P. The fund is co-managed by River Road Asset Management, LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in dividend paying value stocks of large cap companies. The fund employs fundamental analysis with a bottom-up stock picking approach, focusing on such factors as financial strength, attractive business models, and dividend yield to create its portfolio. It benchmarks the performance of its portfolio against S&P 500 Total...

151 Yonge Street

12th Floor

Toronto, ON M5C 2W7

Canada

Founded in 2000

Phone:

416-594-6633

Fax:

416-594-3370

Key Executives for NEI Investments - NEI Northwest U.S. Dividend Fund

Chief Executive Officer of Northwest & Ethical Investments L P ("NEILP")
President of Northwest & Ethical Investments L P (“NEILP") and Chief Operating Officer of Northwest & Ethical Investments L P (“NEILP")
Chief Financial Officer of Northwest & Ethical Investments L P ("NEILP")and Senior Vice President of Finance for Northwest & Ethical Investments L P ("NEILP")
Managing Director of Northwest & Ethical Investments L P (“NEILP") and Chief Investment Officer of Northwest & Ethical Investments L P (“NEILP") and Portfolio Manager of Northwest & Ethical Investments L P (“NEILP")
Executive Vice President of Northwest & Ethical Investments L P ("NEILP")
Compensation as of Fiscal Year 2014.

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