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European Sustainable Equity

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Institutional Strategy > Equities > European Sustainable Equity

European Sustainable Equity

Seeks to invest in quality companies where sustainability reinforces competitive advantage

  • Global, best ideas portfolio of 30-50 quality holdings
  • Sustainability, value chain lens and engagement key to approach
  • Risk-controlled portfolio, with high active share >75%
  • Experienced, industry-leading investment team* supported by NB research and ESG platforms
  • Established, long-term track record

Investment Philosophy

We seek to build a sustainable, future-proof portfolio by investing in companies that:

 

Corporate Change Corporate Change 

 

We use a value chain perspective to bottom-up assessment; a differentiated approach that looks across traditional sector classifications for compelling investment opportunities.

 

Evaluate Opportunities Through A Value Chain Lens Evaluate Opportunities Through A Value Chain Lens  
 

Investment process

 

We adopt a consistent and repeatable four-step process to build a resilient portfolio of high-quality and sustainable business models

 

Investment Process Investment Process

 

 

ESG at Neuberger Berman

As an active manager, Neuberger Berman has a long-standing belief that ESG factors are an important driver of investment returns from both opportunity and risk mitigation perspectives.

  • Top scores (5 stars) awarded in the most recent UN-supported Principles for Responsible Investment (PRI) assessment for ESG investment and stewardship approach and integration across asset classes1
  • Member of PRI 2020 Leaders’ Group, awarded to 1% of PRI investment manager signatories2
  • Innovative ESG investing team support development of proprietary research and investment-led implementation of ESG integration
 

  1. For illustrative and discussion purposes only. PRI grades are based on information reported directly by PRI signatories, of which investment managers totaled 3,404 for 2021. Due to some technical problems that the PRI had migrating to a new data platform, the results of the 2021 reporting cycle (based on the calendar year 2020) were delayed. Note that scores for the 2021 reporting cycle cannot be compared to previous years due to the change in assessment methodology. Although there was not a Leaders' Group announced by the PRI based on reporting in 2021, Neuberger Berman achieved a 5-star rating in every eligible module in the PRI's 2021 Reporting Framework. Unlike previous years, the indicator scores are assigned one of five performance bands (from 1 to 5 stars) instead of six performance bands (from A+ to E).
  2. The year 2020 represents the first year that asset managers became eligible for PRI Leader designation, which formerly included asset owners only. The new designation was awarded to only 20 of the 2100+ investment manager PRI signatories. The Leaders’ Group showcases signatories at the cutting edge of responsible investment, and highlights trends in what they are doing. PRI uses signatories’ reporting responses and assessment data to identify those that are doing excellent work in responsible investment – across their organizations and with a focus on a given theme each year. The 2020 theme is climate reporting. Information about PRI Leader is sourced entirely from PRI and Neuberger Berman makes no representations, warranties or opinions based on that information.

Management Team

Hendrik-Jan Boer
Senior Portfolio Manager and Global Equities Team Group Head
33 Years of Industry Experience
2 Years with Neuberger Berman
Alex Zuiderwijk, CFA
Senior Portfolio Manager
23 Years of Industry Experience
2 Years with Neuberger Berman
Jeroen Brand
Senior Portfolio Manager
23 Years of Industry Experience
2 Years with Neuberger Berman
Camiel Mulders
Senior Research Analyst
25 Years of Industry Experience
2 Years with Neuberger Berman
Mark van der Geest
Senior Research Analyst
28 Years of Industry Experience
2 Years with Neuberger Berman
Alex Kushev, CFA
Research Analyst
9 Years of Industry Experience
2 Years with Neuberger Berman
Philip Chau, CFA, CAIA
Research Analyst
7 Years of Industry Experience
2 Years with Neuberger Berman