Insights
Insights
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
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
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 Podcast
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
Climate Innovation and the New Capex Cycle
The backdrop for investing in climate innovation is at a critical infection pointInsights
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
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.Disruptive Forces in Investing Podcast
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
Commodities and Responsible Investing: An Impossible Marriage?
A framework for thinking about commodities in a responsible investing context.Disruptive Forces in Investing Podcast
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 Podcast
The True Meaning of Sustainable Investing
(19:50) How can investors approach sustainable investing in today's investment landscape?CIO Weekly Perspectives
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 Podcast
Funding the Future
(11:40) We explore how investors can use an “in it for the long haul” mindset.Insights
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
COP27: Treating the Symptoms, Not the Disease
In many respects, COP27 was neither feat nor flop.Insights
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
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
Key Considerations When Navigating the Net-Zero Transition
What investors should keep in mind when decarbonizing their portfoliosInsights
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 Podcast
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
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 Podcast
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
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
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
Integrating Climate Risk Into Strategic Asset Allocation
Is your strategic asset allocation process missing climate risks—and foregoing climate opportunities?Disruptive Forces in Investing Podcast
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
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
Why Passive ESG Fails to Deliver
There’s no substitute for nuanced analysis and judgment in ESG investing.Disruptive Forces in Investing Podcast
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
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 Podcast
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 Podcast
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
Japan’s Coming Wave of Reform
Regulatory changes in Japan could accelerate change on governance, capital efficiency and sustainability.Insights
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
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 Podcast
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 Podcast
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
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 Podcast
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
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
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
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 Podcast
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
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
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
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
Hedge Fund Perspectives
We explore hedge fund strategies with structural appeal in a complex market environment.White Paper
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
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 Podcast
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 Podcast
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
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
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
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
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
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
Materiality Matters
How Environmental, Social and Governance Issues Inform Long-term Growth and Sustainability of CompaniesDisruptive Forces in Investing Podcast
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
ESG in Private Markets: Investing for the Long Term
A glimpse into the future of ESG investing in the private markets.Insights
Neuberger Berman Fixed Income: Company Leadership during COVID-19
Assessing Company Leadership during COVID-19 with Active ESG EngagementInsights
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
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
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
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 Podcast
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
Commitment on Climate
Our Sustainable Equity team explores a recent engagement on measurement of carbon emissions.Disruptive Forces in Investing Podcast
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
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 Podcast
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
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
What Active Engagement Looks Like
The Ashland proxy dispute displayed the power of an owner’s long-term perspective and commitment.Article Reprint
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
ESG for EMD: Toward Best Practice
A serious approach to ESG in emerging markets is increasingly a proprietary approach.Insights
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
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
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
ESG Fixed Income Engagement Report
Our engagement process, key themes and observations, data summarizing our engagement activities and relevant case studies.White Paper
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
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
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
Interview: Investing for Returns Can Support Sustainable Development
Can investing for market-rate returns contribute to the UN Sustainable Development Goals?Insights
ESG: What Institutional Investors Are Saying About Sustainable Investing
At a Neuberger Berman conference, institutional investors discussed current trends in ESG investing.Video
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
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
Non-Investment Grade Credit: Engaging in ESG
Credit investors can influence change through ESG engagement.Insights
From Talking the Talk to Voting the Votes
Integrating the Sustainability Accounting Standards Board into proxy voting guidelines.Insights
Non-Investment Grade Credit Fixed Income Engagement Case Studies
Why engage with issuers?Insights
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
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.Video
Integrating ESG into U.S. Equity Portfolios
Jonathan Bailey, Head of ESG Investing, and Ingrid Dyott, Co-Portfolio Manager, Sustainable Equity, discuss the importance of integrating ESG principles as core business principles to the investment process.Insights
ESG for EMD
ESG Factors Matter in Emerging Markets Corporate Bonds.Insights
