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Investment Objectives
The investment objective of the NPI Canadian Social Responsibility Index Fund is to provide capital appreciation by obtaining a return that approximates the performance of the S&P/TSX Composite index while selecting investment holdings that fit the Fund’s socially responsible investing screening criteria.
Investment Strategies
The Fund follows a “passive” management strategy to create a portfolio of primarily large-cap Canadian equity securities which fits the Fund’s social responsibility criteria in order to match the performance of the S&P/TSX Composite index.
The Fund may use an “optimization” strategy whereby securities are selected based on industry weightings, market capitalization, and certain fundamental characteristics to match the S&P/TSX Composite index. The Fund may use a “full replication” strategy whereby securities are held in the same proportion as the S&P/TSX Composite index.
Investment Objectives
The investment objective of the NPI U.S. Social Responsibility Index Fund is to provide capital appreciation by obtaining a return that approximates the performance of the Russell 1000 while selecting investment holdings that fit the Fund’s socially responsible investing screening criteria.
Investment Strategies
The Fund follows a “passive” management strategy to create a portfolio of equity securities which fits the Fund’s social responsibility criteria in order to match the performance of the Russell 1000.
The Fund may use an “optimization” strategy whereby securities are selected based on industry weightings, market capitalization, and certain fundamental characteristics to match the Russell 1000 Index. The Fund may use a “full replication” strategy whereby securities are held in the same proportion as the Russell 1000 Index.
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