Neuberger Berman's Historical PRI Assessment Scores
| 2023 | ||
| PRI Modules | Neuberger Berman | Peer Median |
| Policy, Governance & Strategy* | ★★★★★ | ★★★ |
| Indirect - Private Equity | ★★★★★ | ★★★ |
| Direct - Listed Equity - Active Quantitative | ★★★★ | ★★★ |
| Direct - Listed Equity - Active Fundamental | ★★★★ | ★★★★ |
| Direct - Fixed income - SSA** | ★★★★★ | ★★★ |
| Direct - Fixed income - Corporate | ★★★★★ | ★★★★ |
| Direct - Fixed income - Securitized | ★★★★★ | ★★★ |
| Direct - Fixed income - Private Debt | ★★★★★ | ★★★★ |
| Confidence Building Measures | ★★★★★ | ★★★★ |
*Formerly Investment and Stewardship Policy. **SSA = Sovereign, Supranational and Agency.
| 2021 | ||
| Neuberger Berman | Peer Median | |
| Investment & Stewardship Policy | ★★★★★ | ★★★ |
| Indirect – Manager Selection, Appointment & Monitoring | ||
| Private Equity | ★★★★★ | ★★★ |
| Direct & Active Ownership Modules | ||
| Listed Equity - Active Quantitative - Incorporation | ★★★★★ | ★★★ |
| Listed Equity - Active Fundamental - Incorporation | ★★★★★ | ★★★★ |
| Listed Equity - Voting | ★★★★★ | ★★★ |
| Fixed Income - SSA | ★★★★★ | ★★★ |
| Fixed Income - Corporate | ★★★★★ | ★★★ |
| Fixed Income - Securitised | ★★★★★ | ★★★ |
| Fixed Income - Private Debt | ★★★★★ | ★★★★ |
| 2020 | 2019 | 2018 | ||||
| Neuberger Berman | Peer Median | Neuberger Berman | Peer Median | Neuberger Berman | Peer Median | |
| 01. Strategy & Governance | A+ | A | A+ | A | A+ | A |
| Indirect – Manager Sel., App & Mon | ||||||
| 07. Private Equity | A+ | A | A+ | A | A+ | C |
| Direct & Active Ownership Modules | ||||||
| 10. Listed Equity – Incorporation | A+ | A | A+ | B | A+ | B |
| 11. Listed Equity – Active Ownership | A+ | B | A+ | B | A | B |
| 12. Fixed Income – SSA | A+ | B | A+ | B | A+ | B |
| 14. Fixed Income – Corporate Non-Financial | A+ | B | A+ | B | A+ | B |