Select Your Location
View available investments and insights in your market
Americas
Europe and the Middle East
Asia Pacific

NB Custom Direct Investing

The content you are trying to access is not available for the global audience. It is available in United States.

NB Custom Direct Investing (CDI)TM

An enhanced investment experience

Log In
Overview
Since 1939 Neuberger Berman has been helping our clients innovate and benefit from changing dynamics. We continue to evolve and now offer customized managed accounts, enabling advisors to deliver investment solutions that are tailored to each individual client.
Technology-driven
Technology-driven platform using the TaxMTM optimizer to build custom separate accounts for individuals and institutions
Enhanced Reporting
Enhanced reporting, including realized gain/loss, transition analysis when transferring securities in-kind, and charitable-gifting analysis
Access
To access an array of investment strategies spanning active, core, hedged and client-tailored blends
Custom Digital Tools
Custom digital tools allow for seamless account maintenance, scenario analysis and personalization
Robust Platform
Platform built for ease of use and scale, enabling advisors to deliver better client outcomes
ESG Integrated
Personalized ESG integration available (Neuberger Berman was recently named a member of the PRI 2020 Leaders’ Group)1
Overview
Since 1939 Neuberger Berman has been helping our clients innovate and benefit from changing market dynamics. We continue to evolve and now offer personalized portfolios based on an investor’s objectives, risk tolerance and tax considerations.
Offering active and systematic tax-efficient personalized separate accounts across long-only and hedged strategies
Custom digital tools allow for seamless account maintenance, scenario analysis and personalization


Enhanced reporting, including realized gain/loss, transition analysis when transferring securities in-kind, and charitable-gifting analysis
Personalized ESG integration available (Neuberger Berman was recently named a member of the PRI 2020 Leaders’ Group)1
PLATFORM AT A GLANCE
Seeks to add value through consistent tax alpha above the benchmark by deferring taxes and harvesting losses within a customized managed account
Aims to take advantage of short-term volatility in liquid equity allocations to help strategically managed taxes
Clients can select actively managed fundamental and systematic strategies with demonstrated track records across the NB platform
Provide a more efficient loss harvesting opportunity to offset gains with a broader wealth portfolio than generic ETFs, mutual funds or tax-unaware
Detailed reporting including after-tax return and gain/loss transition analysis provides transparency management
Leading ESG investing capabilities are used to tailor clients’ portfolios to meet their individual ESG needs2
Appreciated securities can be gifted, included in a broader estate plan or held until a suitable liquidation opportunity arises
Tax-Managed Strategy Insights
An Active Look at Custom SMAs
In this Citywire feature, Ram Ramaswamy, Head of NB Custom Direct investing, and Jacob Greene, Head Strategist, discuss the benefits and growing popularity of customized SMAs.
READ MORE
Inside TaxM™: ESG Capabilities in Tax-Managed Equity Portfolios
Many investors have asked how we incorporate environmental, social and governance (ESG) capabilities into TaxM™ portfolios. In this column, we provide a brief overview of that process.
READ MORE
Contact Us
For more information contact your Advisor or reach out to us
RIAdesk@nb.com 1-888-556-9030 Client Coverage Team
More INSIGHTS From Neuberger Berman