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ENVIRONMENTAL, SOCIAL AND GOVERNANCE INVESTING

Integration and Proprietary Ratings

Avoid, Assess, Amplify, and Aim for Impact
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Jonathan Bailey, Head of ESG Investing at Neuberger Berman, provides an overview of our ESG legacy and ongoing commitment across our investment platform.

ESG ANNUAL REPORT
Our 2018 Inaugural Report
Learn more about our commitment to ESG integration including recent innovations and insights.
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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
Avoid
Avoid
Excluding particular companies or whole sectors from investment universe
Assess
Assess
Considering the valuation implications of ESG risks and opportunities alongside traditional factors in the investment process
Goal
Aim for Impact
Seeks to intentionally generate positive social and environmental impact alongside a financial return
Amplify
Amplify
Focusing on ‘better’companies based on environmental, social and governance characteristics
INTEGRATION FRAMEWORK
Investment Strategy Examples
Read more Neuberger Berman investment strategy examples of our integration framework
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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
Integration examples
ESG for EMD: Toward Best Practice
A serious approach to ESG in emerging markets is increasingly a proprietary approach.
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ESG Investing in ‘Dirty Industries: Materiality and the Chemicals Industry
In sectors often throught of as ‘dirty,’ material ESG factors can assist in identifying sustainability and innovation.
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ESG INVESTING
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.
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