For new advisors: A 5 Minute Guide to SRI RIA Conference May 2014 Kim Buitenhuis, SVP Product & Marketing, NEI Investments Advisor Infographic 2 Great products! Balanced Funds NEI Ethical Balanced Fund Equity Funds NEI Ethical Canadian Equity Fund NEI Ethical Special Equity Fund NEI Ethical American Multi‐Strategy Fund NEI Ethical Global Dividend Fund NEI Ethical Global Equity Fund NEI Ethical International Equity Fund Select Portfolios NEI Ethical Select Income Portfolio NEI Ethical Select Conservative Portfolio NEI Ethical Select Balanced Portfolio NEI Ethical Select Growth Portfolio 3 Outperformance over the long-term *Data source: Morningstar as at April 30, 2014 Inception date for the NEI Ethical Global Dividend Fund, October 2007. Inception date for the NEI Ethical Special Equity Fund, January 1995. Since inception performance for the NEI Ethical Special Equity Fund and Index as at February 1, 1995. Inception date for the NEI Canadian Equity Fund, February 10, 2002. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. Within a group, the top 25% (or quarter) of the funds are in the first quartile, the next 25% are in the second quartile, the next group in the third quartile, and the bottom 25% of funds with the poorest relative performance are in the fourth quartile. The point in which half the funds had better performance and half had worse performance is the median. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. The median would be the fiftieth fund. For more details on the calculation of Morningstar star ratings or quartile rankings please, seewww.morningstar.ca. © Morningstar Inc. All Rights Reserved. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. 4 Education and sales support 30 sales professionals Presentations, training, lunch learns for advisors • SRI basics • Incorporating SRI into your practice sponsorship ESG team support for foundation and institutional sales 5 Ongoing communication Ethical Funds Website Investor facing site provides: • Basics about SRI • Glossary of terms • Introductory video • Engagement stories • Ethical Funds! 6 Ongoing communication Quarterly Electronic Email Clients want to know how SRI makes a difference Can be forwarded to prospects and clients 7 Ongoing communication Company Dialogue Updates 8 Ongoing communication Social Media Opportunity for investors to connect directly for updates and information 9 A great way to initiate a discussion! 10 Appendix Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus, which contains detailed investment information, before investing. Mutual funds are not guaranteed or insured, their values change frequently and past performance may not be repeated. Northwest Funds, Ethical Funds and NEI Investments are registered trademarks of Northwest & Ethical Investments L.P. 11
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