NEI Investments (NEI) Monday announced a number of client-facing changes that will expand the company’s breadth of tax efficient solutions, as well as offer increased levels of service and risk management.

NEI Select Portfolios

Effective November 1, NEI Investments has re-engineered and re-optimized the strategic asset mixes of its NEI Select Portfolios. The enhanced optimization methodology is designed to strengthen the risk management approach and address investors’ aversion to downside risk. The changes have no effect on the risk profile or objectives of each portfolio.

NEI Northwest Macro Canadian Asset Allocation Corporate Class

Effective November 12, NEI Investments launched the NEI Northwest Macro Canadian Asset Allocation Corporate Class managed by award winning portfolio manager Christine Hughes of Otterwood Capital Management. The trust version of the fund was launched in July 2012.

The addition of this fund brings NEI’s corporate class offering up to 19 investment solutions, including eight Series T investments for clients seeking tax efficient cash flow. NEI Northwest Macro Canadian Asset Allocation Corporate Class Series T has been initially set with a target yield distribution of 6%.

“NEI” brand added to all Northwest and Ethical fund names

Effective as of November, NEI Investments has standardized the naming convention of its investment lineup to include “NEI” in each product name. For example, the Northwest Canadian Equity Fund will be renamed the NEI Northwest Canadian Equity Fund, Ethical Balanced Fund will be renamed the NEI Ethical Balanced Fund, etc.

The change has been made with advisors in mind, making it easier to search for NEI products within third party mutual fund resources, both online and in print.