Investment Strategies > Municipal Impact Strategy

Municipal Impact Strategy

Active, research driven managers with a deep understanding of municipal bond industry dynamics

For decades, Neuberger Berman has managed municipal bond portfolios for institutions, individual clients and families, today totaling approximately $11 billion in assets¹
We maintain a network of over 100 regional broker/dealer relationships that provide us with access to robust deal flow
The team has 11 seasoned investment professionals¹ with extensive experience in the municipal marketplace

James L. Iselin

Senior Portfolio Manager and Head of Municipal Fixed Income

Blake Miller, CFA

Senior Portfolio Manager

Jeffrey Hunn

Investment Philosophy

	Social	Environmental
Themes	Improve growth and employment (including access to basic services) Improve health outcomes	Address climate change and energy needs Conserve the natural environment
Project Examples	Low- to moderate-income housing Public K-12 classroom construction	Mass transit or other green infrastructure, reducing greenhouse gas emissions Water and waste projects, reducing pollution and improving climate resiliency

	Target positive outcomes to support economically, socially, and environmentally sustainable communities across the U.S.

Proven process to achieve clients’ objectives and deliver competitive returns and positive social and environmental impact

Security decisions are driven by:

Impact is an integrated part of the investment process – from security selection, managed post-purchase and reporting

Impact considerations integrated into credit analysis and bond selection process	Impact considerations part of ongoing surveillance and portfolio management	Impact reporting provided in addition to regular client reporting