April 18, 2014 5:01 PM ET

Capital Markets

Company Overview of NEI Ethical Select Conservative Portfolio

Company Overview

NEI Ethical Select Conservative Portfolio is an open-ended balanced fund of fund launched and managed by Northwest and Ethical Investments L.P. It invests in funds investing in the public equity and fixed income markets across the globe. The fund focuses more on investing in fixed income funds. It follows a socially responsible approach for investing. The fund benchmarks the performance of its portfolio against composite benchmark comprising of 15% S&P/TSX Composite, 80% DEX Universe, 5% MSCI World. It was formerly known as Ethical Select Conservative Portfolio. NEI Ethical Select Conservative Portfolio was formed on July 14, 2005 and is domiciled in Canada.

151 Yonge Street

12th Floor

Toronto, ON M5C 2W7

Canada

Founded in 2005

Phone:

416-594-6633

Fax:

416-594-3370

Key Executives for NEI Ethical Select Conservative Portfolio

Chief Executive Officer of Northwest & Ethical Investments Inc
President of Northwest & Ethical Investments Inc and Chief Operating Officer of Northwest & Ethical Investments Inc
Chief Finance Officer of Northwest & Ethical Investments Inc and Senior Vice President of Finance - Northwest & Ethical Investments Inc
Senior Vice President of Northwest & Ethical Investments Inc and Portfolio Manager of Northwest & Ethical Investments Inc
Executive Vice President of Northwest & Ethical Investments Inc
Compensation as of Fiscal Year 2013.

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