Unsere Strategien:
Global Sustainable Equity
und European Sustainable Equity
Wir glauben, dass von grundlegenden Veränderungen vor allem Qualitätsunternehmen profitieren können, die mit ihren nachhaltigen Geschäftsmodellen einen echten Wettbewerbsvorteil haben.
Unsere beiden Strategien – Global Sustainable Equity und European Sustainable Equity – investieren in die aus unserer Sicht vielversprechendsten Titel. Wir glauben, dass es unseren fokussierten Expertenteams gelingt, die Marktführer von morgen zu finden.
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Wir sind Mitglied der 2020 Leaders’ Group der PRI. Nur 20 der über 2.100 Investmentmanager, die die PRI unterzeichnet haben, bekamen diese Auszeichnung. Außerdem erhielten wir für unseren ESG-Ansatz im zweiten Jahr in Folge Spitzenbewertungen in allen Kategorien der UN PRI.
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In diesem kurzen Video stellt Joe Amato, Aktien-CIO und Präsident von Neuberger Berman, unser Global Sustainable Equities Team vor. Das Team selbst spricht über seine Philosophie und seinen Ansatz.
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Global portfolios of 40 — 60 holdings
Risk-controlled portfolios, with high active share (>75%)
Sustainability, value chain lens and engagement key to approach
Experienced, industry-leading investment team,1 supported by broader NB research platform
Strong-performing team with a distinctive investment process1
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Are We There Yet?
Regardless of whether we get a hard or soft landing, we likely face a steep approach to the runway in trying to “land this plane.” The question is, how well consumers and companies absorb the slowdown, and whether sentiment is already bearish enough to create long-term value.
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Camiel Mulders
Hendrik-Jan Boer joined Neuberger Berman in November 2020 as a Managing Director and Portfolio Manager in the Global Sustainable Equity investment team. Hendrik-Jan joined from NN Investment Partners, where since 2004 he had been the Investment Team Manager of Sustainable Investments, a Senior Portfolio Manager of Sustainable Equity Strategies, the Chair of the NN IP Proxy Voting Committee, and a member of the NN IP ESG Board. He joined NN Investment Partners in 1998 and prior to that, was a senior corporate analyst at NatWest Securities, and before that was a senior corporate and European sector analyst at I.R.I.S. (Institute for Research and Investment Services). He began his career at Swiss Bank Corp as a strategist and corporate analyst. Hendrik-Jan earned a MSc in Economics from Erasmus University, Rotterdam.
Alex Zuiderwijk, CFA, joined Neuberger Berman in November 2020 as a Managing Director and Portfolio Manager in the Global Sustainable Equity investment team. Alex joined from NN Investment Partners, where he was a Senior Portfolio Manager of Sustainable Equity Strategies and a member of the NN IP Proxy Voting Committee. Prior to that, he was at ING IM most recently as a Senior Investment Analyst and before that as an Equity Trader. He began his career at ING Barings as a Research Editor. Alex earned a MSc in Economics & Finance from Open University in 2006 and a BSc in Economics & Law from Haagse Hogeschool in 1999.
Jeroen Brand joined Neuberger Berman in November 2020 as a Managing Director and Portfolio Manager in the Global Sustainable Equity investment team. Jeroen joined from NN Investment Partners, where he was a Senior Portfolio Manager of Sustainable Equity Strategies. Prior to that, he was a Senior Portfolio Manager at ING IM. He began his career at AEGON Asset Management as a Portfolio Manager. Jeroen earned a MSc in Business Administration from the Erasmus University, Rotterdam.
Camiel Mulders joined Neuberger Berman in November 2020 as a Senior Research Analyst covering the Fintech and Financial Inclusion value chain sector and is a member of the Global Sustainable Equity investment team. Since 2006, Camiel covered the Financials sector for NN Investment Partners. Previously, Camiel spent 8 years at Rabobank as an equity analyst, where he covered consumer staples and later financials. Camiel holds a MSc in Corporate Finance from Nijenrode University.
Mark van der Geest
Alex Kushev
Mark van der Geest joined Neuberger Berman in November 2020 as a Senior Research Analyst covering the Energy Transition and Industrial Innovation value chain sector and is a member of the Global Sustainable Equity investment team. Since 2013, Mark covered the Global Industrials sector for NN Investment Partners, and, in 2018, he added coverage of the Global Technology Hardware and Semiconductor sectors. Previously, Mark spent 18 years on the sell-side at various brokers, including UBS and ABN AMRO. Mark holds a MSc in Econometrics from the University of Groningen.
Alex Kushev, CFA joined Neuberger Berman in November 2020 as a Research Analyst covering the Conscious Consumer value chain sector and is a member of the Global Sustainable Equity investment team. Since 2016, Alex covered the Global Consumer sector for NN Investment Partners. From 2014 to 2016, Alex was part of the Graduate Asset Management Program at NN Investment Partners, which included rotations in Global Equity Research, Emerging Markets Debt and manager selection at NN's in-house consulting arm, Altis. Alex holds a MSc in Finance and Investments (Cum Laude) from Rotterdam School of Management, a Bsc in Economics and Business from University of Amsterdam and is a CFA charter holder.
Wichtige Risiken
Kontrahentenrisiko: Risiko, dass eine Gegenpartei ihre Zahlungsverpflichtungen aus einem Handelsgeschäft, einem Vertrag oder einer anderen Transaktion nicht termingerecht erfüllt.
Währungsrisiko: Anlagen in einer anderen Währung als der Basiswährung des Portfolios unterliegen Währungsrisiken. Wechselkursänderungen können Auswirkungen auf den ROI haben. Wenn das Portfolio nicht in Ihrer lokalen Währung denominiert ist, kann die in Ihrer Währung gerechnete Performance aufgrund von Währungsschwankungen steigen oder fallen.
Liquiditätsrisiko: Risiko, dass die Strategie eine Position nicht zu ihrem fairen Wert verkaufen kann.
Marktrisiko: Wertänderungsrisiko einer Position aufgrund von Marktfaktoren wie der Unternehmensentwicklung und der Einschätzung der Weltwirtschaft.
Operatives Risiko: Risiko eines direkten oder indirekten Verlusts aufgrund unzureichender oder fehlerhafter Prozesse und Systeme oder menschlicher Fehler, auch beim Schutz von Vermögenswerten vor externen Ereignissen.
Nachhaltigkeitsrisiko: Die Strategie kann gezielt in Unternehmen investieren, die bestimmten Nachhaltigkeitsthemen zuzuordnen sind und ökologische, soziale sowie governancebezogene Standards einhalten. Deshalb kann das Anlageuniversum der Strategie kleiner sein als das anderer Strategien, und sie kann schlechter abschneiden als der Gesamtmarkt.