Head of ESG Investing
16 Years of Industry Experience
5 Years with Neuberger Berman
Jonathan Bailey, CFA, Managing Director, is Head of Environmental, Social and Governance (ESG) Investing at Neuberger Berman. Jonathan joined the firm in 2017 and has overall responsibility for the consideration of material ESG factors in investment processes firm-wide. He leads the firm’s ESG Investing team and works with portfolio managers and analysts across our equities, fixed income and private investment portfolios. The team enhance existing strategies and launch new sustainable and impact investing strategies. Jonathan chairs the firm's ESG Committee and sits on the firm's Governance and Proxy Voting Committee. He also leads client engagement and thought leadership on ESG topics. Previously, Jonathan was the founding Director of Research at Focusing Capital on the Long Term (FCLT Global) a think tank established by BlackRock, the Canada Pension Plan Investment Board and McKinsey & Co. FCLT Global developed quantitatively robust research on short-termism along the investment value chain as well as practical solutions. He spent the bulk of his prior career at McKinsey & Co where he was an Associate Partner working with asset owners and asset managers on investment strategy and ESG investing topics. Jonathan has also worked for Generation Investment Management, the sustainable investment firm co-founded by former Vice President Al Gore, and as a governance advisor for former British Prime Minister Tony Blair. Jonathan holds an MBA (with high distinction) from Harvard Business School, an MPP from the Harvard Kennedy School of Government, and an MA (Oxon) from the University of Oxford. He has been awarded the Chartered Financial Analyst designation. Jonathan is Chair of the Board of Instiglio, a developing market social impact bond advisory non-profit.