Investment Strategies
>
Risk Parity
Risk Parity
A strategic asset allocation strategy providing diversified, risk-balanced exposure to global markets.
- Seeks to deliver strong absolute and risk-adjusted returns by investing in a broad range of global asset classes including equity, fixed income and real assets
- Liquid, transparent strategy diversified by asset class, risks and economic environment
- Advanced forward-looking risk models combining volatility, correlation, tail risks and other risk measures
Hakan Kaya, PhD
Senior Portfolio Manager
David Wan
Portfolio Manager
Overview
Strategy Advantage
DiversifiedLiquid, transparent strategy diversified by asset class, risks and economic environment |
DifferentiatedAdvanced forward looking risk models combining volatility, correlation, tail risks and other risk measures |
DisciplinedStrategy employs a disciplined and dynamic investment process that seeks to deliver well-diversified strategic exposures (no tactical tilts) |
ExperiencedTeam has a track record of award winning research and attractive returns |
Our Style of Risk Parity
The Neuberger Berman style of Risk Parity is diversified by asset class, risk premia, risk type, time and regular rebalancing.
Risk Allocation |
Sample Portfolio Weights |
|---|---|
 |
 |
Investment Process
| Select Investment Universe |
|
|||
| Set Target Risk Weights |
|
|||
| Forecast Risk |
|
|||
| Implement and Monitor |
|
|||
Management
Hakan Kaya, PhD
Senior Portfolio Manager
19
Years of Industry Experience
18
Years with Neuberger Berman
David Wan
Portfolio Manager
24
Years of Industry Experience
24
Years with Neuberger Berman
Related News & Insights
CIO Weekly Perspectives | November 2025
Is the U.S. Shutdown Impact About to Hit?
- While U.S. consumer sentiment has broadly held up, it may begin to crumble in certain segments, potentially impacting the sector at its most important time.
Article | November 2025
The AI Story Isn’t Going in Circles
- Skeptics of “circular” dealmaking within the AI industry may be missing the point.
Disruptive Forces in Investing | October 2025
Pivot Points: Rediscovering Europe, Japan and Emerging Markets
- (17:52) Maya Bhandari unpacks why Japan and select EMs now lead Neuberger’s high-conviction views, as Europe cools and fixed income opportunities broaden across the region.