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Insights
February 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.
Insights
January 2024
Building Momentum: 2024 Outlook for ESG Regulation
After a year of burgeoning regulatory development, we assess what may come next
Podcast
January 2024
What Tailor-Made Investing Looks Like
(15:48) What does it mean to take a customized approach in investing?
Insights
December 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.
Podcast
December 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 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 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 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 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 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.
Insights
September 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 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 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.
Podcast
July 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 2023
Climate Innovation and the New Capex Cycle
The backdrop for investing in climate innovation is at a critical infection point
Insights
June 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.
Insights
June 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.
Podcast
June 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 2023
Commodities and Responsible Investing: An Impossible Marriage?
A framework for thinking about commodities in a responsible investing context.
Podcast
May 2023
The Many Facets of Japanese Investing
(29:48) Given Japan’s unique macroeconomic backdrop, what can this market offer to its investors?
Podcast
April 2023
The True Meaning of Sustainable Investing
(19:50) How can investors approach sustainable investing in today's investment landscape?
CIO Weekly Perspectives
March 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.
Podcast
February 2023
Funding the Future
(11:40) We explore how investors can use an “in it for the long haul” mindset.
Insights
February 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.
Insights
December 2022
COP27: Treating the Symptoms, Not the Disease
In many respects, COP27 was neither feat nor flop.
Insights
November 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 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 2022
Key Considerations When Navigating the Net-Zero Transition
What investors should keep in mind when decarbonizing their portfolios
Insights
September 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.
Podcast
August 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 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.
Podcast
June 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 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 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 2022
Integrating Climate Risk Into Strategic Asset Allocation
Is your strategic asset allocation process missing climate risks—and foregoing climate opportunities?
Podcast
May 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?
Strategy Insights
April 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.
Insights
April 2022
Why Passive ESG Fails to Deliver
There’s no substitute for nuanced analysis and judgment in ESG investing.
Podcast
March 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 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?
Podcast
February 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.
Podcast
December 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 2021
Japan’s Coming Wave of Reform
Regulatory changes in Japan could accelerate change on governance, capital efficiency and sustainability.
Insights
November 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.
Insights
November 2021
COP-Out or COP Half Full?
While there was no “Eureka!” moment, COP26 delivered some important symbolic gestures and substantial progress.
Podcast
October 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?
Podcast
September 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?
Strategy Insights
September 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.
Podcast
August 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 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.
Insights
July 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.
Insights
July 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.
Podcast
June 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?
Insights
June 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 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.
Strategy Insights
April 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.
Insights
April 2021
Hedge Fund Perspectives
We explore hedge fund strategies with structural appeal in a complex market environment.
White Paper
April 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 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.
Podcast
April 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?
Podcast
February 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.
Strategy Insights
December 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.
Strategy Insights
December 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.
Systematically Speaking
November 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.
Strategy Insights
November 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 Reprint
October 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).
Strategy Insights
October 2020
Materiality Matters
How Environmental, Social and Governance Issues Inform Long-term Growth and Sustainability of Companies
Podcast
July 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.
Insights
July 2020
ESG in Private Markets: Investing for the Long Term
A glimpse into the future of ESG investing in the private markets.
Insights
June 2020
Neuberger Berman Fixed Income: Company Leadership during COVID-19
Assessing Company Leadership during COVID-19 with Active ESG Engagement
Insights
April 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 Reprint
April 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.
Video
February 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 Reprint
February 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.
Podcast
January 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.
Strategy Insights
December 2019
Commitment on Climate
Our Sustainable Equity team explores a recent engagement on measurement of carbon emissions.
Podcast
September 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.
Insights
September 2019
Total Portfolio Impact in Investment Management
How different investment strategies across asset classes can contribute to the overall impact of a total portfolio.
Podcast
July 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 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.
Insights
May 2019
What Active Engagement Looks Like
The Ashland proxy dispute displayed the power of an owner’s long-term perspective and commitment.
Article Reprint
March 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 2019
ESG for EMD: Toward Best Practice
A serious approach to ESG in emerging markets is increasingly a proprietary approach.
Insights
December 2018
ESG Investing in ‘Dirty’ Industries: Materiality and the Chemicals Industry
In sectors often thought of as ‘dirty,’ material ESG factors can assist in identifying sustainability and innovation.
Insights
December 2018
Voting the Votes: Materiality and Shareholder Proposals One Year On
A commitment to integrating SASB guidance on materiality into our evaluation of the proxy votes.
Insights
November 2018
Neuberger Berman's Response to the SEC Proxy Voting Roundtable
Neuberger Berman executes proxy votes to protect the long-term interests of clients.
White Paper
October 2018
ESG Fixed Income Engagement Report
Our engagement process, key themes and observations, data summarizing our engagement activities and relevant case studies.
White Paper
September 2018
The Dissolving Divides that Will Shape the Post-Crisis Investment Era
In ten years, what are the forces that would still be driving the investment world, and what would have been dismissed as mere noise?
Insights
July 2018
Investment Insights: ESG That Spans Portfolios
It’s increasingly feasible to measure and manage the “impact” of investments across asset classes—whether in seeking to improve financial performance or to encourage change.
Video
July 2018
Incorporating ESG into EMD Fundamentals
Gorky Urquieta, Co-Head of Emerging Markets Debt, speaks with Jonathan Bailey, Head of ESG Investing, on how our ESG framework provides insight into making key investment decisions.
Insights
May 2018
Interview: Investing for Returns Can Support Sustainable Development
Can investing for market-rate returns contribute to the UN Sustainable Development Goals?
Insights
May 2018
ESG: What Institutional Investors Are Saying About Sustainable Investing
At a Neuberger Berman conference, institutional investors discussed current trends in ESG investing.
Video
March 2018
ESG Engagement for Fixed Income Investors: Managing Risks, Enhancing Returns
Chris Kocinski, Director of Non-Investment Grade Credit Research, joined a panel of leading institutions at the PRI’s Responsible Investment in Fixed Income conference in San Francisco to share his perspective on how fixed income investors can effectively engage with issuers, as well as his outlook for the evolution of ESG integration in non-investment grade credit.
Video
March 2018
Applying ESG Principles to the Fixed Income Research Process
Steve Flaherty, Head of Research-Investment Grade Credit, and Chris Kocinski, Head of Non-Investment Grade Credit, sit with Jonathan Bailey, Head of ESG Investing, to discuss how all components of ESG are vital to the research and investment process.
Insights
February 2018
Non-Investment Grade Credit: Engaging in ESG
Credit investors can influence change through ESG engagement.
Insights
January 2018
From Talking the Talk to Voting the Votes
Integrating the Sustainability Accounting Standards Board into proxy voting guidelines.
Insights
Insights
December 2017
Rating the Raters on ESG
What credit rating agencies should be doing to better integrate environmental, social and governance (ESG) factors into credit rating assessments.
Video
December 2017
The ESG Roadmap in Emerging Markets Equity
Conrad Saldanha, Senior Portfolio Manager, speaks with Jonathan Bailey, Head of ESG Investing, on incorporating ESG principles into the present and future companies in which we invest.