ENVIRONMENTAL, SOCIAL AND GOVERNANCE INVESTING
Integration and Proprietary Ratings
Avoid, Assess, Amplify, and Aim for ImpactWatch Now
Jonathan Bailey, Head of ESG Investing at Neuberger Berman, provides an overview of our ESG legacy and ongoing commitment across our investment platform.
OUR COMMITMENT TO ESG INTEGRATION
Individual research analysts and portfolio managers are responsible for implementing ESG integration in their portfolios and investment research. We believe this bottom-up approach encourages strategy-specific innovation while allowing each portfolio management team to learn from best practices across the investment platform. Our ESG Investing team accelerates this process with top-down expertise and support.
ESG factors are considered by portfolio managers across the platform
Excluding particular companies or whole sectors from investment universe
Considering the valuation implications of ESG risks and opportunities alongside traditional factors in the investment process
Aim for Impact
Seeks to intentionally generate positive social and environmental impact alongside a financial return
PROPRIETARY ESG ANALYSIS AND RATINGS
At Neuberger Berman our research analysts have worked closely with our in-house ESG Investing team to rate corporations on material ESG metrics at the industry level. Core to development of this proprietary ESG ratings system has been our ability to marry the specialized sector expertise of our analysts with our dedicated internal ESG investing team’s perspective on complex ESG data sets.
Assessment of Environmental and Social Factors
A cohesive three-part method
ESG Investing in ‘Dirty' Industries: Materiality and the Chemicals Industry
In sectors often thought of as ‘dirty,’ material ESG factors can assist in identifying sustainability and innovation.READ MORE
ESG for EMD: Toward Best Practice
A serious approach to ESG in emerging markets is increasingly a proprietary approach.READ MORE
ESG Investment Capabilities
We offer a range of ESG-integrated solutions across various investment vehicles. Listen to our investment teams discuss ESG integration across asset classes within the firm.Learn More