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Investment Strategy Solutions

The Investment Strategy Group organizes a wealth of macro data on the global markets, economic issues and asset classes, and translates that information into actionable investment insight for our clients and advisors. We perform in-depth research and analysis of the global markets, asset classes and individual portfolio managers to establish a base of knowledge for investment decisions.

 

Pictured: Matt Rubin, Head of Investment Strategy

 

How We Work

The Investment Strategy Group works closely with our Wealth Advisors to provide clients access to a wealth of global investment insights, research and analysis, as well as customized asset allocation proposals. Comprised of experienced practitioners in high net worth and institutional markets adept at working with performance analytics, allocation strategies and investment research, the Group develops insight into the global markets, gleaned from in-depth analysis of market performance and behavior, economic indicators and other inputs, and marries it with robust, ongoing research into Neuberger Berman’s portfolio managers.

The Group leverages the firm’s broad resources when delivering customized client proposals. The Asset Allocation Committee, a senior group of investment practitioners, is a key contributor to the Investment Strategy Group’s strategic and tactical asset allocation views. On a quarterly basis, this multidisciplinary committee meets to update its one-year outlook for a range of asset classes, findings that form the basis of the Investment Strategy Group’s tactical asset allocation views.