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The $100 Trillion Inheritance September 30, 2025 (25:48) Stephanie Luedke explores how shifting generational priorities amid the transfer of $124 trillion of familial wealth are reshaping how families and professional investors approach wealth management today.
SFDR Web Disclosure_Asia Responsible Transition Bond Fund_FR PDF August 20, 2025
Neuberger Berman Appoints Industry Veteran Maya Bhandari as Chief Investment Officer, Multi-Asset Strategies, EMEA March 04, 2025 London, March 4, 2025 – Neuberger Berman, a private, independent, employee-owned investment manager, has hired London-based seasoned investor Maya Bhandari as Chief Investment Officer, Multi-Asset Strategies, EMEA.
NB Private Equity Open Access - SFDR Article 10 Website Disclosure - EN PDF January 17, 2025
Neuberger Berman Places First in Pensions & Investments 2024 “Best Places to Work in Money Management” December 09, 2024 New York, NY, December 9, 2024 – Neuberger Berman, a private, independent, employee-owned investment manager, is honored to be ranked first among companies with 1,000 employees or more in the 2024 “Best Places to Work in Money Management” survey by Pensions & Investments.
What Is the Opposite of Confirmation Bias? October 13, 2024 Many investors say they anticipate a soft landing for the U.S., but market swings suggest they are seizing on any excuse to position against that thesis.
Let the [Micro] Chips Fall Where They May August 21, 2024 (17:09) Unpacking the influence of the Asia Equities market as it relates to big tech with Eileen Furukawa
Innovation, Conflict and a Mysterious Disappearance August 04, 2024 This year’s recommendation for vacation reading is a fascinating page-turner about one of the early 20th century’s most influential inventors.
Gen AI: The Next Wave July 31, 2024 As artificial intelligence tools gather steam, what’s the potential impact on businesses, investors and the planet?
Investment Strategies
A Soft Landing Is Still a Landing July 28, 2024 What do slowing growth, lower inflation, tight credit spreads and a steepening yield curve mean for our fixed income views for the rest of the year?
The Coming Wave of Homebuyers May 05, 2024 How higher rates for longer could be positive for U.S. consumption.
The Second Wave of the AI Investment Theme March 10, 2024 The artificial intelligence investment theme made the “Magnificent Seven”—but could soon begin to disrupt it.
Added Value in ABS February 12, 2024 Corporate credit offers tight spreads and a broad consensus—might the complex crosscurrents of securitized products be more interesting?
Neuberger Berman Hires Yahya Abdulla as EMEA Real Estate Product Specialist December 14, 2023 London, December 14, 2023 – Neuberger Berman, a private, independent, employee-owned investment manager, has further strengthened its EMEA alternatives capability with the addition of experienced industry professional Yahya Abdulla.
Neuberger Berman Ranks Second in Pensions & Investments 2023 “Best Places to Work in Money Management” December 12, 2023 New York, NY, December 12, 2023 – Neuberger Berman, a private, independent, employee-owned investment manager, is honored to be second among companies with 1,000 employees or more in the 2023 “Best Places to Work in Money Management” survey by Pensions & Investments.
Behind the Scenes of Solving for 2024 December 12, 2023 (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.
Lions Gate Shareholders Overwhelmingly Approve Proposal Calling on Board to Adopt One-Share, One-Vote Governance Structure November 30, 2023 Neuberger Berman Urges the Board to Follow the Will of Shareholders and Modify the Plan of Arrangement in Connection with the Company’s Planned Business Separation
Neuberger Berman Capital Solutions Leads Acquisition Of Minority Stake in Colibri Group November 27, 2023 New York, November 27, 2023 – Neuberger Berman, a private, independent, employee-owned investment manager, announced that funds advised by Neuberger Berman have acquired a minority stake in Colibri Group (“Colibri” or “the Company”).
The Mortgage-Backed Moment November 20, 2023 Securitized credit, and especially mortgage-backed securities, can be an attractive source of income while waiting for volatile bond markets to settle.
Kelly Weber Kelly Weber, CFA, Senior Vice President, joined the firm in 2014. Kelly is a Senior Research Analyst on the investment grade team with a focus on the energy, pipelines and REIT sectors. Prior to joining the firm, she was a credit analyst at MetLife. Previous experience includes roles in the interest rate derivatives group at U.S. Bancorp and fixed income operations group at Thrivent Asset Management. Kelly earned a BS in Finance from the University of Minnesota and an MBA with concentrations in Analytic Finance and Economics from the University of Chicago. She has been awarded the Chartered Financial Analyst designation.
Neuberger Berman Expands MENA Institutional Client Coverage Team With Senior Hire November 16, 2023 London, November 16, 2023 – Neuberger Berman, a private, independent, employee-owned investment manager, bolsters the MENA (“Middle East North Africa”) client coverage team by appointing Laith Khaleq as Managing Director and Relationship Manager.
Capital Solutions Leads Acquisition of Minority Stake in HSI November 15, 2023
Italian Pension Fund Consortium Extends Private Equity Mandate With Neuberger Berman November 02, 2023 Luxembourg, November 2, 2023 - Neuberger Berman, a private, independent, employee-owned investment manager, has agreed on a further capital commitment of €115 million from four Italian defined contribution (DC) pension funds – Foncer, Fondo Gomma Plastica, Pegaso and Previmoda, to be allocated to private equity funds.
Brunel Selects Neuberger Berman for Private Equity Vehicle With 40% Impact Weighting October 30, 2023 London, October 30, 2023 - Brunel Pension Partnership Limited (Brunel) has selected Neuberger Berman to manage its third cycle private equity portfolio.
Neuberger Berman Alternatives to Acquire Significant Minority Stake in Entrust Solutions Group; Kohlberg & Company Retains Majority Stake August 07, 2023 New York, August 7, 2023 – Neuberger Berman, a private, independent, employee-owned investment manager, announced that Neuberger Berman Alternatives has agreed to acquire a significant minority stake in ENTRUST Solutions Group (“ENTRUST” or the “Company”).
Railpen Awards £2bn Multi-asset Credit Mandate to Neuberger Berman August 02, 2023 London, August 2, 2023 - Railpen, one of the largest pension funds in the UK, has awarded a £2bn mandate to manage a liquid multi-asset credit strategy to Neuberger Berman, a private, independent, and employee-owned investment manager
Buyout Funds Remain Buoyant As Uncertainties Persist June 26, 2023
Finding the Silver Lining in Commercial Real Estate June 06, 2023 (19:40) Given the market crises that have challenged real estate markets, is there a silver lining to be found in commercial real estate?
Neuberger Berman Begins Annual “NB Votes” Preannouncing Proxy Vote Intentions and Rationales May 02, 2023
Are Agency Mortgages a Home Run? April 17, 2023 Why we think recent banking-sector stress has made already attractive U.S. mortgage securities even more keenly valued.
The Chatbot Phenomenon March 07, 2023 (18:58) Could chatbots and artificial intelligence take over? Or simply change the way we work?
Neuberger Berman Ranks First for Second Consecutive Year In Pensions & Investments 2022 “Best Places to Work in Money Management” December 12, 2022 Neuberger Berman, a private, independent, employee-owned investment manager, is honored to be ranked first among companies with 1,000 employees or more in the 2022 “Best Places to Work in Money Management” survey by Pensions & Investments.
Neuberger Berman Hires Eric Karlson As Private Placement Debt Team Expands September 27, 2022
Neuberger Berman Maintains Top PRI Assessment Score of 5 Stars Across All Asset Classes September 27, 2022
Neuberger Berman adds Niall O’Sullivan as Chief Investment Officer, Multi-Asset Strategies, EMEA September 12, 2022 London, September 12 2022 – Neuberger Berman, a private, independent, employee-owned investment manager, has hired Niall O’Sullivan for a newly created role as Chief Investment Officer, Multi-Asset Strategies, EMEA.
Neuberger Berman Closes $8.1B Private Debt Fund IV September 08, 2022
China: Suspended Animation August 14, 2022 The run-up to China’s leadership meetings this fall is delaying substantial policy changes, in our view creating opportunities in advance of potential economic improvement next year.
Investing in Infrastructure May 31, 2022 The world faces a $15 trillion infrastructure financing gap by 2040, and cash-strapped governments are increasingly calling on private capital to achieve their digitalization, decarbonization, supply-chain enhancement and social-infrastructure goals.
The Historical Impact of Economic Downturns on Private Equity May 13, 2022 An assessment of private equity return patterns in three recent significant downturns.
Neuberger Berman Announces the Third Year of "NB Votes" Preannounced Proxy Vote Intentions and Rationales April 26, 2022 Neuberger Berman, a private, independent, employee-owned investment manager, announced the third year of its advance proxy voting disclosure initiative, NB Votes, whereby the firm will regularly disclose its voting intention and rationale on select issues. The firm plans to disclose in advance of stockholder meetings an increasing number of votes than last year on a range of key issues across its nine key governance and engagement principles.
Neuberger Berman Earns Top Score in Human Rights Campaign Foundation 2022 Corporate Equality Index January 27, 2022 New York, NY, January 27, 2022 – Neuberger Berman, a private, independent, employee-owned investment manager, announced that it received a score of 100 on the Human Rights Campaign Foundation’s 2022 Corporate Equality Index, a leading benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality.
Neuberger Berman Named First Place in Pensions & Investments 2021 “Best Places to Work in Money Management” December 13, 2021
Neuberger Berman to Add Private Placement Credit Professionals Broadening Fixed Income Platform And Expanding Insurance Solutions November 18, 2021
Neuberger Berman Joins Net Zero Asset Managers Initiative and Launches ESG Advisory Council November 02, 2021 New York, November 2, 2021 – Neuberger Berman, a private, independent, employee-owned investment manager today announced that the firm joined the Net Zero Asset Managers Initiative, which has the goal of achieving net zero emissions in line with the Paris Agreement.
Neuberger Berman Names Michele Docharty To Its Board of Directors September 22, 2021
Neuberger Berman Appoints Sarah Peasey as London-Based Director of European ESG Investing August 31, 2021 London, August 31 2021 – Neuberger Berman, a private, independent, employee-owned investment manager, announced today the appointment of Sarah Peasey in the newly created position of Director of European ESG Investing.
Neuberger Berman Expands Nordic Client Coverage Team With Senior Hire August 19, 2021 London, 19 August 2021 - Neuberger Berman, a private, independent, employee-owned investment manager, is deepening its commitment to the Nordics by expanding its on-the-ground client coverage team.
Neuberger Berman Awarded £1.3bn Climate Transition Multi-Asset Credit Mandate July 23, 2021 London, 22 July 2021 - Neuberger Berman, a private, independent, employee-owned investment manager, has been awarded a £1.3bn climate transition-related multi-asset credit mandate from the Brunel Pension Partnership.
Neuberger Berman Expands Thematic Offering With Asia 5G UCITS Launch July 19, 2021 London, 19 July 2021 - Neuberger Berman, a private, independent, employee-owned investment manager, is expanding its successful thematic offering with an equity strategy focusing on disruptive innovations and applications in Asia.
Neuberger Berman Bolsters Insurance Solutions Team With Senior UK Hire July 01, 2021 London, 1 July 2021 - Neuberger Berman, a private, independent, employee-owned investment manager, has appointed Oliver Little to the new role of Head of UK Insurance Solutions effective 1 July 2021.
Neuberger Berman Continues to Expand Access to Private Equity with ELTIF Launch May 19, 2021 London, 19 May 2021 - Neuberger Berman, a private, independent, employee-owned investment manager, has launched a private equity European Long-Term Investment Fund (ELTIF) making the firm’s global private equity offering more accessible to eligible retail and non-professional investors and their advisers.
Neuberger Berman Announces Close of NB Private Equity Impact Fund April 26, 2021
This Proxy Season: NB Votes Neuberger Berman Preannounces Proxy Vote Decisions and Rationales April 19, 2021
Neuberger Berman Enhances ESG Offering With Global & European Sustainable Equity UCITS Funds Launch March 08, 2021
Neuberger Berman Appoints Client Coverage Head in Israel February 08, 2021
Neuberger Berman Becomes a Signatory to ILPA Diversity in Action Initiative February 01, 2021
Neuberger Berman Earns Top Marks in Human Rights Campaign’s 2021 Corporate Equality Index January 28, 2021
The World Wide Web of Retail December 15, 2020 (16:02) Early indications show that Black Friday and Cyber Monday sales went well for retailers and consumers alike, so what are some of these companies are doing to maintain customer satisfaction during this unprecedented time?
Neuberger Berman Named To 2020 Pensions & Investments “Best Places To Work In Money Management” December 14, 2020
Neuberger Berman Strengthens Global Equity Capabilities Adding Seven Investment Professionals In Europe November 02, 2020
Neuberger Berman Named to 2020 PRI Leaders' Group, Maintains Top Score of A+ in All Asset Classes October 05, 2020
Neuberger Berman hires Gilles Drukier to Head EMEA Insurance Solutions August 24, 2020 Neuberger Berman, a private, independent, employee-owned investment manager, has appointed Gilles Drukier as Head of Insurance Solutions for the EMEA region effective 3 August 2020.
Neuberger Berman Announces Caitlin McSherry as Director of Investment Stewardship June 16, 2020
Neuberger Berman Launches “NB25+” to Preannounce Proxy Voting Rationale and Direction April 09, 2020
Neuberger Berman First North American Financial Services Firm to Link Corporate Financing to Material ESG Metrics February 06, 2020
John San Marco John San Marco, CFA, Senior Vice President, joined the firm in 2014. John is a Senior Research Analyst in the Global Equity Research Department, covering retail and e-commerce. He was named a TopGun Investment Mind by Brendan Wood International in 2021, 2023 and 2024, and has discussed the consumer sector on appearances at CNBC, WSJ, Bloomberg and Barron’s, among others. For six years prior to joining the firm, he was an equity analyst at Janney Montgomery Scott, where Institutional Investor recognized him as a “Rising Star” in the consumer goods sector. Before that, he worked for Wells Fargo (formerly Wachovia) for two years each in the credit capital markets division and the equity research department, analyzing securities across the capital structure in the consumer sector. John earned a BS from Fordham University and is a CFA Charterholder. Accolades referenced are issued by independent third-parties and may be based on a wide-range of criteria, which may include assets under management, revenue generated and satisfaction/quality assessments. Information regarding specific criteria is available upon request and generally may be found on such third-party’s website. Third-party accolades referenced do not reflect the experiences of any Neuberger Berman client and readers should not view such information as representative of any particular client’s experience or assume that they will have a similar investment experience as any previous or existing client. Third-party accolades are not indicative of the past or future performance of any Neuberger Berman product or service.
Neuberger Berman Adds Almanac Realty Investors February 03, 2020
Neuberger Berman Awarded A+ PRI Scores across all Categories for ESG Integration Efforts August 07, 2019
Neuberger Berman Awarded Top PRI Scores for ESG Global Integration Efforts July 12, 2018
Neuberger Berman to Vote for Shareholder Proposal Regarding Right to Call a Special Meeting at Nuance Communications, INC. (NUAN) February 22, 2018
Rating the Raters on ESG December 19, 2017 What credit rating agencies should be doing to better integrate environmental, social and governance (ESG) factors into credit rating assessments.
Neuberger Berman Named to 2020 PRI Leaders Group January 01, 0001 The firm has been named to the PRI Leaders Group and earned straight A+ scores in the PRI’s assessment of the firm’s ESG integration efforts.
Erik Knutzen Joins Neuberger Berman as Multi-Asset Class Chief Investment Officer April 02, 2014
Neuberger Berman's Historical PRI Assessment Scores

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