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July 2022

Neuberger Berman Annual Report

In this year’s edition of the Annual Report, we turn the tables on ourselves as we judge our progress over the past year and think about what lies ahead for our business.
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At Neuberger Berman, we hold ourselves to the same standards we expect from the firms we invest in on behalf of our clients. As a 100% independent, employee-owned firm, approximately 25% of us are invested in Neuberger Berman—and the vast majority of our employees have invested their personal capital alongside our clients. But if we could, would we include our own firm in clients’ portfolios?

As always, our thinking and our actions are guided by our core principles as an asset manager:

  • Active management adds value
  • Deep fundamental research is the key to understanding companies and economies
  • Company engagement with portfolio companies is a critical element to the investment process
  • Sustainable businesses lead to long-term value creation
  • Our people excel when given the autonomy and the resources they need
  • Innovation is grounded in our core strengths