VirtualWealth RI

Your money, doing good

What is Responsible Investing?

Responsible Investing (RI) incorporates an analysis of a company’s environmental, social and governance (ESG) performance into the investment decision-making process. It enables fund managers to create investment portfolios that provide sustainable value and reduced risk.

The RI process

A fundamental step in creating RI funds is responsible screening. Companies involved in activities related to things such as tobacco, weapons and nuclear power are excluded; while companies that are leaders in key ESG areas are identified for inclusion. 

Active management

Our fund managers actively seek out and work with the best companies for our funds. Managers work directly with organizations through corporate engagement, dialogue, ESG-focused proxy voting, and other approaches to continually improve both their financial and sustainability outlook. 

Our RI portfolios

Example Mutual Funds

  • NEI Canadian Bond Fund
  • NEI U.S. Equity RS Fund
  • NEI Global Total Return Bond Fund
  • NEI International Equity RS Fund
  • NEI Canadian Equity RS Fund


VirtualWealth RI pricing

At VirtualWealth, traditional and Responsible Investing options have the same low quarterly management fee. You won’t pay any management fees in your first calendar quarter and we’ll group all the accounts within your household, ensuring you always get the lowest possible rate.

The Management Expense Ratio (MER) fees for the underlying funds ranges from 0.72%-0.96%. For more details, visit our


You can open a VirtualWealth account with any amount,
and getting started is fast and easy!

step 1

Complete our simple goals-based questionnaire

step 2

Open and fund your account online in minutes

step 3

Start saving towards your goals