ESG integration approaches may evolve over time. Please note that for certain products ESG integration is only one input in the credit analysis and is not solely determinative of whether an asset will be purchased.
For more information about Neuberger Berman’s approach to ESG & Impact Investing, please visit www.nb.com/esg.
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The S&P 500 Index consists of 500 stocks chosen for market size, liquidity, and industry group representation. It is a market value weighted index (stock price times number of shares outstanding), with each stock’s weight in the Index proportionate to its market value. The “500” is one of the most widely used benchmarks of U.S. equity performance. As of September 16, 2005, S&P switched to a float-adjusted format, which weights only those shares that are available to investors, not all of a company’s outstanding shares. The value of the index now reflects the value available in the public markets.
The MSCI Emerging Markets Index is a free float-adjusted market capitalization index that is designed to measure equity market performance of emerging markets. The MSCI Emerging Markets Index consists of the following 24 emerging market country indices: Brazil, Chile, China, Colombia, Czech Republic, Egypt, Greece, Hungary, India, Indonesia, Korea, Malaysia, Mexico, Pakistan, Peru, Philippines, Poland, Qatar, Russia, South Africa, Taiwan, Thailand, Turkey, and the UAE.
The Dow Jones (DJ) Sustainability U.S. Index is designed for investors seeking an index tracking U.S. securities that applies a sustainability best-in-class selection process. The index tracks the performance of the top 20% of the largest 600 U.S. companies in the Dow Jones Sustainability North America Index, selected by the SAM’s Total Sustainability Score.
The MSCI Emerging Markets (EM) ESG Leaders Index is a capitalization weighted index that provides exposure to companies with high Environmental, Social and Governance (ESG) performance relative to their sector peers. MSCI EM ESG Leaders Index consists of large and mid-cap companies across 24 Emerging Markets (EM) countries.
Indices are unmanaged, and the figures for the indices shown include reinvestment of all dividends and capital gain distributions and do not reflect any fees or expenses. Investors cannot invest directly in an index.
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