ENVIRONMENTAL, SOCIAL AND GOVERNANCE INVESTING
ESG Philosophy
Our ESG Evolution
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“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 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 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.
2020 ESG Annual Report
2020 ESG Annual Report
The past year has been deeply challenging on a global basis for the health and safety of communities; however, it has reinforced the importance of environmental, social and governance analysis in investing. This year’s ESG Annual Report provides a comprehensive view of the developments made over the past year with regard to incorporating ESG into investment decision-making, as well as touches upon the actions taken to address the challenges posed by COVID-19, including:
- Perspectives from clients around the world on furthering sustainability goals
- Case studies detailing dialogue between investors and companies focused on positively influencing corporate behaviors to drive long-term, sustainable returns for our clients
- Our advance proxy vote disclosure initiative, NB Votes
- Our proprietary ratings system, NB ESG Quotient, which leverages the expertise of our sector analysts and Data Science team
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
A+
Awarded top scores in the most recent UN-backed Principles for Responsible Investment (PRI) assessment report for its overarching approach to ESG strategy and governance and integration across asset classes1
1989:
First dedicated ESG-integrated strategy
Over 1,100
credit and 5,000 equity proprietary NB ESG Quotient ratings
~80%
of firm assets are in strategies that are ESG integrated2
160
colleagues in ESG across committee and working groups
100%:
Firm assets that are ESG aware
3,666
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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