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Nei Select Growth & Income Rs Portfolio A (0P0000P0K3)
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14/11 - Closed. Currency in CAD
- Morningstar Rating:
- Total Assets: 1.12B
Meritas Growth and Income Portfolio Series A
14.128
+0.004
+0.03%
- Overview
- Profile
- Historical Data
- Holdings
0P0000P0K3 Overview
On this page you'll find an in-depth profile of Nei Select Growth & Income Rs Portfolio A. Learn about the key management, total assets, investment strategy and contact information of 0P0000P0K3 among other information.
Investment Strategy
The Fund’s investment objective is to provide long-term capital growth, and generate some income by investing primarily through exposure to equity and fixed income securities. To achieve its objective, the Fund will invest in underlying mutual funds, which may be managed by NEI Investments. The Portfolio Manager uses strategic asset allocation as the principal investment strategy. The Portfolio Manager selects the underlying funds based on their expected return, volatility and correlation while accounting for investment styles and other qualitative factors.
Contact Information
Address
P.O. Box 26
Toronto,ON M5C 2W7
Canada
Toronto,ON M5C 2W7
Canada
Phone
888-809-3333
Fax
888 809 4444
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Judith Chan | Director | 2022 | Now |
| Biography | Judith Chan, Vice President and Head of Multi-Asset Portfolios joined NEI Investments in 2022 and is responsible for leading the design, construction, and oversight of NEI’s multi-manager, and multi-asset portfolios. Judith has over 15 years of investment industry experience. Prior to joining NEI, she managed over $48 billion in assets across seven portfolio programs for one of Canada’s big banks. Judith has a Bachelor of Economics from Simon Fraser University and is a CFA Charterholder. | ||
| John Bai | - | 2021 | Now |
| Biography | John Bai, Senior Vice President and Chief Investment Officer, joined NEI Investments in 2019 and is responsible for the firm’s asset allocation and investment strategy, sub-advisor research and due diligence. John brings more than 25 years of investment industry experience. Prior to joining NEI, John led product and investment teams at Merrill Lynch Canada, TD, Dynamic Mutual Funds and HollisWealth. John holds a Bachelor of Commerce degree in Finance and Economics from the University of Toronto and is a CFA Charterholder. | ||
| Will Benton | Portfolio Manager | 2018 | Now |
| Biography | Will Benton, Vice President and Portfolio Manager, joined Aviso Wealth in 2013 as part of NEI Investments. He is responsible for sub-advisor selection as well as their integration into the asset allocation process. Will is also a voting member of the NEI Asset Allocation Committee. Will received a Bachelor of Arts in Economics from the Queen’s University and holds both the Chartered Financial Analyst designation and Chartered Alternative Investment Analyst designation. | ||
| Rafal Wojtal | - | 2021 | 2021 |
| Biography | Rafal Wojtal joined Aviso Wealth in 2017 as part of NEI Investments. As a Portfolio Manager on the Asset Allocation & Investment Strategy team he contributes to portfolio construction, asset allocation decisions and trading across all of NEI’s multi-asset solutions. Mr. Wojtal’s responsibilities also include research and development of quantitative models which inform the team’s strategic and tactical investment views. Prior to Aviso, Mr. Wojtal was an associate analyst at a Toronto-based mutual fund company specializing in global macro investing. Mr. Wojtal received a Bachelor of Science in Economics from the University of Windsor and a Master of Arts in Economics from the University of Western, Ontario. Mr. Wojtal holds the Chartered Financial Analyst designation and is registered as an Advising Representative with the Canadian Securities Administrators. | ||
| Yufei Man | - | 2018 | 2021 |
| Biography | Yufei Man is a portfolio manager and a member of the NEI Asset Allocation Committee. He joined NEI Investments in 2013. Previously, he was an Associate at Orchard Asset Management. Mr. Man has been in the financial industry since 2011. | ||
| Jeremy Peng | Portfolio Manager | 2018 | 2019 |
| Biography | Jeremy Peng is a portfolio manager and a member of the NEI Asset Allocation Committee. He joined NEI Investments in 2012. Previously, he was a portfolio manager at HSBC Global Asset Management and prior to that, he was a pension consultant associate at Mercer and at Russell Investments. Mr. Peng has been in the financial industry since 2006. | ||
| Daniel Solomon | Portfolio Manager | 2018 | 2019 |
| Biography | Daniel Solomon is Chief Investment Officer, portfolio manager, and head of the NEI Asset Allocation Committee. He joined NEI Investments in 2011. Before joining NEI, he led the Investment Fund Research team at BMO Nesbitt Burns as VP & Managing Director, and was a member of the Private Client Division's Investment Strategic Committee. Previously, he was responsible for the Manager Research & Oversight team at one of Canada's largest Investment Fund Managers. Mr. Solomon has been in the financial industry since 1995. | ||
| Manmeet Bhatia | Portfolio Manager/Investment Strategist | 2010 | 2018 |
| Biography | Manmeet Bhatia is a Portfolio Manager and Investment Strategist responsible for investment strategies and portfolio construction. Prior to joining OceanRock, Manmeet spent over 5 years at Assante Asset Management Ltd., most recently as a Director of Product Management for two of Assante's managed investment solutions with assets exceeding $6 billion. | ||
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