ENVIRONMENTAL, SOCIAL AND GOVERNANCE INVESTING
ESG Philosophy
As we continue to navigate the needs of our clients, and innovate on new ways to engage on ESG initiatives, we invite you to explore our 2021 ESG Annual Report and discover how we can help you as you continue your journey to ESG integration.
OUR NET-ZERO COMMITMENT
Neuberger Berman is a signatory to the Net Zero Asset Managers Initiative, which has the goal of achieving net-zero emissions in line with the Paris Agreement. We are committed to investing aligned with net-zero emissions by 2050 or sooner. We believe that financial institutions have a key role to play in mitigating climate change and the risks it presents to businesses and the global economy. Incorporating climate factors into our investment process aligns with our fiduciary responsibility and long-term philosophy of seeking to maximize risk-adjusted returns for our clients.
Our ESG Policy
As an active manager, Neuberger Berman has a long-standing belief that material environmental, social and governance (ESG) factors are an important driver of long-term investment returns from both an opportunity and a risk-mitigation perspective.
We also understand that for many clients the impact of their portfolios is an important consideration in conjunction with investment performance. We recognize that ESG factors, like any other factor, should be incorporated in a manner consistent with the specific asset class and style of each investment strategy. We consider ESG factors across our investment platform and offer a range of solutions to meet client objectives.
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We also understand that for many clients the impact of their portfolios is an important consideration in conjunction with investment performance. We recognize that ESG factors, like any other factor, should be incorporated in a manner consistent with the specific asset class and style of each investment strategy. We consider ESG factors across our investment platform and offer a range of solutions to meet client objectives.
Our ESG Evolution
WATCH NOW
“Getting to a more sustainable world requires the judgement to make complex decisions about where to allocate precious long-term capital. Our clients have always chosen to partner with us because they trust our judgement – and increasingly that trust is earned through our innovative approach to ESG and impact analysis.”1
~ Jonathan Bailey, Head of ESG Investing
OUR CLIMATE-RELATED CORPORATE STRATEGY
Our TCFD climate-related corporate strategy covers investment risk and opportunity, as well as the operational resilience of our business. We seek to protect our clients’ assets from material climate-related risks and to identify opportunities as appropriate on behalf of our clients.
PLATFORM AT A GLANCE
5 Stars
Awarded top scores in the most recent UN-backed Principles for Responsible Investment (PRI) assessment report for its overarching approach to ESG investment and stewardship and integration across asset classes1
1989:
First dedicated ESG-integrated strategy
Over 2,500
credit and 7,000 equity proprietary NB ESG Quotient ratings
NB Votes
first major asset management firm to disclose in advance of key proxy votes
First
North American asset manager to secure a sustainability-linked credit facility
Range of ESG-integrated investment strategies
across public and private markets, as well as outcomes-focused solutions
4,625
engagement meetings with corporate management teams across equities and credit
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Our History
CONTROVERSIAL WEAPONS EXCLUSION
Neuberger Berman is committed to supporting and upholding conventions that seek to ban the production of controversial weapons. We are therefore committed across all of our European-domiciled equity and fixed income UCITS funds to not invest in securities issued by companies that we believe are involved in the manufacture of controversial weapons.
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ESG Integration and Proprietary Ratings
ESG factors are considered by portfolio managers across the platform. Our proprietary ESG ratings system marries the competencies of our ESG Investing team with the specialized sector expertise of our fundamental equity and credit research organizations.
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