Alpha Generation

Where fundamental research and informed insight take you beyond the benchmarks.

Bei Fragen zu Thematic Equities wenden Sie sich bitte an Ihren Ansprechpartner bei Neuberger Berman

Thematic Equities

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Overview

Index investing served investors well through 2023. But market leadership has become excessively narrow, in our view, and some valuations suggest “pricing to perfection.” We believe there is a lot of underappreciated quality, value and growth out there in global markets, which often isn’t fairly represented in the benchmarks. Small- and mid-caps, emerging market equities, listed real estate, Japan, and some of the long-term thematic opportunities beyond the excitement around artificial intelligence—these are just a few of the places we think investors could be looking for their next allocations.

Our Solutions

Integrated Global Platform

Leverages insights from portfolio managers averaging 25+ years’ experience investing in equity, fixed income, real assets and alternatives across public and private markets

High-Quality Alpha Sources

Broad range of proprietary, macroeconomic and quantitative tools help inform our research

Risk Management

Broad firm resources and proprietary infrastructure to construct portfolios with strong risk management discipline and independent oversight

ESG

Neuberger Berman scored above both the median of all reporting signatories and of large investment management peers globally¹ for our ESG integration efforts in every reported category in the most recent UN-backed Principles for Responsible Investment (PRI) assessment report².