Insights

Article | February 24, 2025

2024 Proxy Season in Review

For the fifth consecutive year, Neuberger Berman continued our tradition of active engagement in an effort to enhance shareholder value and manage risk for our clients.

Article | January 06, 2025

Navigating 2025: The Intersection of Sustainability and Pragmatism

How political trends could shape policy decisions and regulatory frameworks this year

CIO Weekly Perspectives | December 01, 2024

COP29: Show Me the Money!

Islands of agreement cannot disguise a rising sea of disappointment, piling pressure on COP30 to restore a spirit of multilateralism.

Article | November 11, 2024

COP29: Temperature Overshoot, Policy Undershoot

As COP29 gets underway, we consider the meeting agenda against the background of both the climate itself and recent progress on climate policy and financing.

Article | June 28, 2024

ESG Momentum in Non-Investment Grade Credit

Issuers are facing an increasingly high bar in relation to environmental, social and governance standards. Our recent panel discussion provided ideas on setting goals and working toward achieving them.

CIO Weekly Perspectives | June 09, 2024

The Importance of Active Ownership

Shareholder engagement is for life, not just for proxy-voting season.

Article | March 27, 2024

Why This Market Theme is Ripe for Active Investing

Jonathan Bailey outlines his investment philosophy, shares insights from working with both governments and asset managers on sustainability, and explains why active investing is critical to achieving net-zero outcomes.

Article | March 26, 2024

The Challenge of Active Engagement in a World of Passive Ownership

Jonathan Bailey shares the areas of focus driving his team’s research agenda.

Article | February 15, 2024

2023 Proxy Season in Review

In a period of unique market and economic dynamics, Neuberger Berman continued our tradition of vocal engagement to encourage best practices from companies.

Article | January 10, 2024

Building Momentum: 2024 Outlook for ESG Regulation

After a year of burgeoning regulatory development, we assess what may come next

Disruptive Forces in Investing | January 09, 2024

What Tailor-Made Investing Looks Like

(15:48) What does it mean to take a customized approach in investing?

Article | December 22, 2023

COP28: So Near and Yet So Far

Though not enough to limit warming to 1.5°C, and weaker than some had hoped, the outcomes of the climate conference are better than many had feared.

Disruptive Forces in Investing | December 12, 2023

Behind the Scenes of Solving for 2024

(23:18) Now that we’ve published our Solving for 2024 themes, we explore the behind the scenes thinking that led us to our assessment on the state of markets.

CIO Weekly Perspectives | November 27, 2023

COP28: Expect Disappointment and You'll Never Be Disappointed

Four things to look out for amid the pessimism at this year’s climate-change gathering.

Video | November 23, 2023

The Inside Track - Public and Private Markets Outlook; Episode 3: The Credit Continuum

(08:27) In this short video, experts from our public and private markets teams share their outlook on credit markets.

White Paper | November 09, 2023

The Limitations of Passive Investing to Achieve a Net-Zero Outcome

In our second installment of The Fine Print of Indexation, we tackle the challenge of building net-zero-aligned portfolios.

White Paper | October 05, 2023

Japan: Unlocking Hidden Value Through Engagement

Reforms could continue to drive performance, particularly in a small to midcap space that is ripe for engagement-driven capital efficiency gains.

White Paper | September 27, 2023

A New Energy Investment Paradigm

Using today’s fossil-fuel profits to invest in the long-term growth and emissions reduction of clean and renewable power.

Article | September 21, 2023

2023 Global Corporate Credit ESG Engagement Report

During the past year our established relationships with issuers in developed and emerging markets enabled us to have meaningful engagements with a number of management teams. We engaged on key ESG issues such as climate transition, equity, inclusion and diversity (EID), and executive compensation structure.

White Paper | September 15, 2023

The Active Foundations of Sustainable Investing

As ESG and sustainability indices proliferate, we argue that sustainable investing is inherently an active management discipline.

White Paper | July 19, 2023

Net-Zero Alignment: Beyond the Numbers

There is no shortcut to assessing a portfolio’s net-zero alignment: data is incomplete, and we believe analysts’ insights are critical.

Disruptive Forces in Investing | July 11, 2023

Emerging Opportunities in Emerging Markets Debt

(18:02) As a wave of sovereign debt default is on the rise, what’s next for Emerging Markets?

White Paper | July 05, 2023

Climate Innovation and the New Capex Cycle

The backdrop for investing in climate innovation is at a critical infection point

Article | June 30, 2023

Navigating Climate Analysis in Private Equity

The climate transition continues to be a topic of strategic focus for asset owners and private equity managers alike, but major hurdles remain in order to implement and evidence the progress toward decarbonization.

Article | June 30, 2023

Navigating the Evolving ESG Landscape

Expanding interest in ESG suggests that issuers are likely to be called upon for more disclosure, communication and progress in the coming years, making it crucial to effectively navigate these areas.

Disruptive Forces in Investing | June 26, 2023

Commodities and Their Place in the Transition Pathway

(29:08) While commodities have been known to be a great inflation hedge, can this asset class also align with meeting the objectives of investors concerned about their environmental and social footprint?

White Paper | June 20, 2023

Commodities and Responsible Investing: An Impossible Marriage?

A framework for thinking about commodities in a responsible investing context.

Disruptive Forces in Investing | May 16, 2023

The Many Facets of Japanese Investing

(29:48) Given Japan’s unique macroeconomic backdrop, what can this market offer to its investors?

Disruptive Forces in Investing | April 25, 2023

The True Meaning of Sustainable Investing

(19:50) How can investors approach sustainable investing in today's investment landscape?

CIO Weekly Perspectives | March 05, 2023

ESG: Making Sense of the Mudslinging

What ESG, sustainable investment and impact investment mean at Neuberger Berman, and how they are consistent with active management and the diverse needs of our clients.

Disruptive Forces in Investing | February 14, 2023

Funding the Future

(11:40) We explore how investors can use an “in it for the long haul” mindset.

Article | February 09, 2023

NB Votes: The 2022 Proxy Season

In this challenging economic environment, we believe that quality corporate governance is crucial to creating shareholder value—and that active investment managers have a vital role to play on behalf of their clients.

Article | December 12, 2022

COP27: Treating the Symptoms, Not the Disease

In many respects, COP27 was neither feat nor flop.

Article | November 30, 2022

2022 Global Corporate Credit ESG Engagement Report

During the past year our established relationships with issuers in developed and emerging markets enabled us to have meaningful engagements with a number of management teams. We engaged on key ESG issues such as climate change, community relations, and human capital management.

CIO Weekly Perspectives | November 06, 2022

COP27: A Chance to Reset

Broken promises, fraught debates and a dire economic and geopolitical backdrop are precisely why we believe COP27 is so important.

White Paper | November 03, 2022

Key Considerations When Navigating the Net-Zero Transition

What investors should keep in mind when decarbonizing their portfolios

Article | September 23, 2022

Managing the Risks of a Low-Carbon Portfolio

We recognize that much of the world still runs on fossil fuel. However, we firmly believe investors can construct portfolios that substantially reduce their carbon footprints while retaining exposure to all sectors—including energy.

Disruptive Forces in Investing | August 17, 2022

SDGs: A Framework for Investing

(28:35) How can investors utilize the UN’s Sustainable Development Goals as an informative framework to achieve better investment outcomes?

Video | June 27, 2022

NB Votes: Kei Okamura on Amada Co. Ltd.

Neuberger Berman expects company management to allocate capital to maximize long-term risk adjusted shareholder value. Learn more from Portfolio Manager, Kei Okamura, about our views on Amada at NB Votes.

Disruptive Forces in Investing | June 14, 2022

The Paradigm of Purpose and Profit

(18:26) How can companies respond to ESG issues in a way that goes beyond ticking-the-box exercises to capitalizing on these megatrends?

Video | June 10, 2022

NB Votes: Marvin Schwartz on General Motors Company

Neuberger Berman expects compensation committees to design, adopt and clearly articulate a strong link between executive compensation and performance. Learn more from Senior Portfolio Manager, Marvin Schwartz, about our views on General Motors at NB Votes.

Video | May 31, 2022

NB Votes: Jason Tauber on Netflix

Neuberger Berman supports management proposals to declassify the board, eliminate supermajority voting requirements, and provide shareholders the right to call special meetings at Netflix Inc. Portfolio Manager, Jason Tauber, shares his insights on the proposals in further detail.

White Paper | May 03, 2022

Integrating Climate Risk Into Strategic Asset Allocation

Is your strategic asset allocation process missing climate risks—and foregoing climate opportunities?

Disruptive Forces in Investing | May 03, 2022

How to Keep Energy Going and Going…

(21:20) Energy markets have been dealing with the implications of ongoing inflation, ESG and geopolitical factors that have changed the investment landscape globally, so what’s next for the sector?

Article | April 22, 2022

Electrification: Paving the Road to Emissions Reduction

As investors focused on long-term sustainability, we have long focused on emissions, energy efficiency as well as long-term opportunities and threats in business models as it relates to their sustainability and competitiveness over the long run.

Article | April 21, 2022

Why Passive ESG Fails to Deliver

There’s no substitute for nuanced analysis and judgment in ESG investing.

Disruptive Forces in Investing | March 08, 2022

Commodities: An Inflation Hedge for All Seasons?

(24:55) The inflation we’re seeing today is unlike what we have seen in 40 years. Thus commodities have become top of mind as a traditional inflation hedge. But what other factors come into play in asset allocation?

White Paper | February 15, 2022

Emerging Sovereigns and Sustainability

Global sustainability cannot be achieved without sustainability in the world’s poorer countries—so how can we address the challenges of sustainable investing in emerging markets sovereigns?

Disruptive Forces in Investing | February 01, 2022

The Weakest Links in the Global Supply Chain: Part II

(19:53) As we continue our conversations around the current global supply chain crisis, we evaluate what companies with production overseas are doing about meeting consumer demands and more.

Disruptive Forces in Investing | December 28, 2021

Emission Impossible? Navigating Climate Action and Regulation

(20:41) At COP26, the 2021 United Nations Climate Change Conference, many promises were made. Now investors are closely watching governments and companies to see how they take concrete action.

White Paper | December 08, 2021

Japan’s Coming Wave of Reform

Regulatory changes in Japan could accelerate change on governance, capital efficiency and sustainability.

Article | November 23, 2021

Global Corporate Credit ESG Engagement Report

Environmental, social and governance (ESG) factors continue to impact the global credit markets. This year, our Credit Research and ESG Investing teams explored engagement issues labor relations, health and safety, climate change and long-term business strategy.

Article | November 19, 2021

COP-Out or COP Half Full?

While there was no “Eureka!” moment, COP26 delivered some important symbolic gestures and substantial progress.

Disruptive Forces in Investing | October 20, 2021

ESG: From Evolution to Revolution

(15:30) With regulatory frameworks changing for ESG investing, what might investors want to keep in mind as they develop sustainable portfolios?

Disruptive Forces in Investing | September 07, 2021

Turning a New Leaf in Chinese Investing

(19:21) With changes to Chinese regulatory policy, many investors have started to pull away their investments in China. Putting the pandemic and geopolitical tensions aside, could these investors perhaps be leaving potential opportunities behind as a result?

Article | September 03, 2021

ESG and Shareholder Value: Why Link Environmental, Social, Governance (ESG) Metrics to Executive Compensation?

With mounting evidence pointing to the materiality of ESG issues and potential ties to financial performance, we have seen investors asking for more companies to incorporate relevant and material sustainability / ESG metrics into their executive compensation plans.

Disruptive Forces in Investing | August 24, 2021

Thinking Big When It Comes to Small Caps

(15:57) With the rise of meme stocks making headlines earlier this year, what other investment tools might be available to new and seasoned investors alike when it comes to investing in small caps?

White Paper | August 04, 2021

Durable, Sustainable, Adaptable: Identifying Potential “Transition Winners”

In the modern economy, we believe the best long-term prospects belong to companies that have a durable competitive position, do little to no harm to society or the environment, and can adapt to change.

Article | July 27, 2021

Developing a Roadmap for ESG Performance

Neuberger Berman’s Engagement Series presents insights and case studies on our dialogue with companies, government entities and other securities issuers.

Article | July 06, 2021

The Great Reset: Rethinking Sustainability

In the second of our conversations about the post-pandemic landscape, we spoke with a power utility and an industrial gases company about climate-related risks and opportunities.

Disruptive Forces in Investing | June 29, 2021

The Electrification of Mobility

(21:53) Vehicle and machinery electrification have increased in popularity, now more than ever. So what are global vehicle manufacturers doing to meet consumer demand?

Article | June 21, 2021

The Great Reset: Rethinking Globalization

In the first of our conversations about the post-pandemic landscape, Erik Knutzen spoke with economist Nancy Lazar about the future of globalization.

Video | May 17, 2021

Integrating SASB Standards into Japan Equity Investing

(1:15) Kei Okamura, Director of Japan Investment Stewardship, shares his contribution to Sustainability Accounting Standards Board’s ESG Integration Insights.

Article | April 30, 2021

How Sustainable Are Your Proteins?

Trends around health and wellness and a growing sense of climate change concerns have given rise to the growing acceptance of a flexitarian diet.

Article | April 28, 2021

Hedge Fund Perspectives

We explore hedge fund strategies with structural appeal in a complex market environment.

White Paper | April 23, 2021

Transitioning to Net-Zero Investing

Support for the goal of net-zero emissions gained strong momentum during 2020. What does this imply for market participants, and what initial steps can asset owners and managers take on this daunting path?

Video | April 19, 2021

George Walker on CNBC: Taking a Stand with NB Votes

(7:55) George Walker, Chairman and CEO of Neuberger Berman, discusses Neuberger Berman’s advance proxy voting disclosure initiative, NB Votes, on CNBC.

Disruptive Forces in Investing | April 06, 2021

Striving for a Net-Zero Investment Climate

(20:45) Climate change and achieving net-zero carbon emissions are at the forefront of global policy issues today, but how can investors make an impact when it comes to their portfolios?

Disruptive Forces in Investing | February 09, 2021

How to Sustain Sustainability

(14:50) With sustainable investment approaches getting more popular across the globe, we explore the aspects of what may be allowing corporations to be successful as the world tries to reduce its carbon footprint.

Article | December 22, 2020

2020 Wrap-Up: ESG in Focus

We round off the year with optimism for life beyond the pandemic, but also a laser focus on the ESG issues the pandemic has further zoomed in on.

Article | December 18, 2020

NB ESG Quotient: Broad Perspective and Granular Insights From Proprietary ESG Ratings

Our ratings consider potentially material impacts at both company and portfolio levels.

Article | November 25, 2020

A Sustainable Option

The launch of S&P 500 ESG Index options marks a step forward for both ESG investing and the options market.

Article | November 24, 2020

The Path to Carbon Reduction

As investors that take climate change leadership into consideration, we often ask ourselves, how robust and meaningful are these goals and how do a company’s climate and business goals align?

Article | October 22, 2020

ESG More Than Just a Branding Exercise in ILS

Published by Artemis, this recent article featuring Jennifer Signori, Principal and Senior Vice President, ESG and Impact Investing at Neuberger Berman, discusses the importance of ESG factors when it comes to Insurance-linked Securities (ILS).

Article | October 16, 2020

Materiality Matters

How Environmental, Social and Governance Issues Inform Long-term Growth and Sustainability of Companies

Disruptive Forces in Investing | July 28, 2020

Engagement at Its Core: Inside the Advance Proxy Voting Initiative

(17:01) As we have concluded this year’s inaugural advanced proxy vote disclosure initiative, we highlight the importance of advanced vote disclosure, how engagement with portfolio companies is at the core of the investment process and what lies ahead for the next proxy voting season.

Article | July 07, 2020

ESG in Private Markets: Investing for the Long Term

A glimpse into the future of ESG investing in the private markets.

Article | June 05, 2020

Neuberger Berman Fixed Income: Company Leadership during COVID-19

Assessing Company Leadership during COVID-19 with Active ESG Engagement

Article | April 15, 2020

Using Our Voice in Value Investing

Constructive relationships and a long-term perspective can open doors when engaging with companies and other shareholders.

Article | April 11, 2020

Neuberger Votes Against Lennar Management in First Vote of New Proxy Initiative

Starting on April 3rd, as part of a new Neuberger Berman initiative, NB25+, we began to publish our vote intentions in advance for key votes. We have committed to do so for at least 25 votes this proxy season.

Article | April 03, 2020

NB25+ Advance Vote Disclosure

In the 2020 proxy season, Neuberger Berman is committing to release our intentions in advance of shareholder meetings on over 25 votes on a range of topics across our 9 key governance and engagement principles. Visit our engagement and proxy voting site throughout the season to get updates on our progress toward driving change.

Video | February 21, 2020

ESG in Private Equity

(7:43) Maura Reilly Kennedy, Managing Director, NB Private Equity, and Jennifer Signori, Senior Vice President, ESG and Impact Investing, discuss how private equity managers have evolved when it comes to integrating ESG practices into their businesses.

Article | February 07, 2020

Neuberger Berman First U.S. Asset Manager to Ink ESG-Linked Loan

A recent article published by Bloomberg highlights Neuberger Berman as the first North American financial services firm to sign a sustainability-linked loan which will be benchmarked annually against key ESG metrics.

Disruptive Forces in Investing | January 28, 2020

The Reality of Retail: Apocalypse or Renaissance?

(20:37) The retail landscape has undergone a transformation as changing consumer preferences and technological advances disrupt the sector.

Article | December 18, 2019

Commitment on Climate

Our Sustainable Equity team explores a recent engagement on measurement of carbon emissions.

Disruptive Forces in Investing | September 17, 2019

Impact Investing: A Shifting Mindset Across Public and Private Markets

(13:16) Impact investing has come to the forefront as investors have increased interest in understanding the social and environmental impact of their portfolio alongside investment performance.

Article | September 05, 2019

Total Portfolio Impact in Investment Management

How different investment strategies across asset classes can contribute to the overall impact of a total portfolio.

Disruptive Forces in Investing | July 23, 2019

Climate Change: A Growing Investment Consideration

(21:09) Companies must adapt as investors increasingly incorporate climate change considerations into their portfolios to achieve sustainable returns and avoid risk.

Video | July 10, 2019

Engaging Fixed Income Issuers on ESG Topics

Jonathan Bailey, Head of ESG Investing, sits down with members of our Developed Market Corporate Credit team to discuss why they believe that ESG factors have a meaningful impact on credit quality and therefore are an important component of their credit research process.

Article | May 17, 2019

What Active Engagement Looks Like

The Ashland proxy dispute displayed the power of an owner’s long-term perspective and commitment.

Article | March 28, 2019

Beware of Box-Checking in Sustainable Investing

On March 27, Bloomberg Environment published an article, written by George Walker, CEO and Jonathan Bailey, Head of ESG Investing, which addresses the EU vote on requiring institutional investors to declare whether they consider sustainability objectives in their process.

White Paper | January 18, 2019