Our portfolio solutions

Simplify investing with integrated solutions that help you reach your goals.

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What is a portfolio solution?

A portfolio solution combines different investments, including mutual funds or exchange-traded funds (ETFs).

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Turnkey solution

Your investments are managed by our experts who monitor each fund individually.

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Optimal diversification

Your portfolio is diversified with carefully selected assets to help minimize risk and maximize returns.

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Continued monitoring

A team of specialists continually adjusts your portfolio based on market conditions to ensure optimal performance.

Our portfolios

NBI portfolios

  • Diversified portfolios of approximately 20 underlying funds and ETFs for each profile
  • ESG integration and exclusion (negative screening) approach
  • Most of the underlying funds aim to exclude companies that are significantly involved* in:
  • Tobacco production and distribution  
  • Weapons manufacturing  
  • Oil and gas production  
  • Coal mining  
  • Offshore oil and gas drilling and extraction in the Arctic.

*Please refer to the prospectus for details of corporate involvement assessed according to criteria and revenue thresholds provided by third parties, and a full description of excluded activities and products.

NBI Sustainable Portfolios

  • More targeted portfolios with up to 6 underlying sustainable funds and ETFs for each investor profile
  • Common approaches: ESG integration, exclusions (negative screening), engagement
  • Sustainable approaches: best-in-class (positive screening), thematic investing, impact investing
  • In the case of the NBI Sustainable Portfolios, their underlying funds aim to exclude companies that are significantly involved in:
  • Tobacco production and distribution  
  • Weapons manufacturing  
  • Oil and gas production  
  • Coal mining  
  • Offshore oil and gas drilling and extraction in the Arctic.

How to invest

Sign in to invest in a portfolio solution according to your investor profile.

Our investment articles

What are mutual funds?

Mutual funds are investment vehicles that pool money from many investors to buy a diversified portfolio of stocks, bonds, or other assets.

Learn more

Understanding responsible investment

This type of investment focuses on companies that meet environmental, social, and governance (ESG) standards.

Learn more

Your guide to investments: Read before investing

To understand the different types of investments, you'll need to know a few important terms. Here's a lexicon to help guide you.

Learn more

Our other investment products

Discover how our solutions can meet your financial goals and grow your savings.

Cash Advantage Solution

Ideal for protecting your savings while benefiting from an interest rate that increases across different tiers

Discover this solution

Guaranteed Investment Certificate (GIC)

Ideal if you’re looking for a secure investment that offers a pre-determined return.

Discover our GICs

High Interest Savings Account

Ideal for putting money aside and keeping immediate access to it in case of emergencies.

Discover this account

Little details that matter

The information and the data supplied on the current page of this site, including those supplied by third parties, are considered accurate at the time of their publication and were obtained from sources which we considered reliable. We reserve the right to modify them without advance notice. This information and data are supplied as informative content only. No representation or guarantee, explicit or implicit, is made as for the exactness, the quality and the complete character of this information and these data. The opinions expressed are not to be construed as solicitation or offer to buy or sell shares mentioned herein and should not be considered as recommendations.

The NBI Portfolios and NBI Sustainable Portfolios (the “Portfolios”) are offered by National Bank Investments Inc. and sold by National Bank Savings and Investments Inc., separate entities and indirect wholly owned subsidiaries of National Bank of Canada. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus of the Portfolios before investing. The Portfolios’ securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The Portfolios are not guaranteed, their values change frequently, and past performance may not be repeated.

MD NATIONAL BANK INVESTMENTS is a registered trademark of National Bank of Canada, used under licence by National Bank Investments Inc.

National Bank Investments is a signatory of the United Nations-supported Principles for Responsible Investment, a member of Canada’s Responsible Investment Association, and a founding participant in the Climate Engagement Canada initiative.