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Sustainable Equity

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Institutional Strategy > Equity > Sustainable Equity

Sustainable Equity

Core equity strategy with a focus on fundamentals-based bottom up research with ESG integration

  • The team invests in high quality companies with a long term time horizon
  • In-depth proprietary research and analysis is conducted to identify companies demonstrating best-in-class leadership, secularly advantaged growth, balance sheet strength, ESG leadership, valuation metrics and profitability
  • Incorporate ESG criteria as part of the fundamentals-based due diligence process. ESG criteria include workplace policies, sustainable supply chains, product integrity and governance and disclosure, environmental impact and community impact.
  • The investment premise is developed based on identifying the structural advantages of the company’s business and an assessment of the normalized earnings power of its business
  • Valuation discipline at point of entry aims to achieve an attractive risk/return profile


Investment Philosophy

Responsibility is a hallmark of quality; best in class companies considering the environmental, social and governance aspects of their business can produce solid long-term returns. The strategy follows a fundamentals-based bottom-up, valuation-sensitive approach, where ideas are deployed in a diversified portfolio of 30–40 names, targeting long-term returns through stock selection.


Investment Process

New Ideas


Identify “Best in Class” Companies


Validate New Ideas
ESG Criteria


Prospect List
“Portfolio Inventory” ~170 Securities


Develop the
Investment Premise


Buy Discipline / Valuation Analysis Risk/Return Profile


Portfolio 30 to 40 Best Ideas


Maintenance Research On Existing Holdings



New Ideas

  • Extensive internal and external research
  • Financially strong companies in underperforming sectors
  • Must meet minimum financial criteria
  • Sustainable business practices and competitive advantage

ESG: Benefits and Impact

Key ESG Criteria: Implications for Sustainable growth and profitability

Environmental Impact Environmental Management System
Water management
Clean tech innovations
Minimize Penalties, Liabilities and Contingencies
More efficient use of resources & reduced costs
Product Innovation & Competiveness
Workplace Policies Employee Health & Safety
Labor Relations
Employee & Board Diversity
Lower Turnover, absenteeism/Higher productivity
Lower Risk & Business Interruption
Attracting and Retaining Talent
Community Impact Human Rights policy
Multi-stakeholder outreach
“Right to Operate”
Heightened Product Visibility, Customer Loyalty
Improved Corporate Image
Sustainable Supply Chains Supplier standards
Sustainable sourcing
Focus on quality
Efficiency gains
Reliability (minimized supply disruption)
Reduced regulatory risk
Product Integrity Life-cycle analysis
Focus on product quality
Innovative product solutions
Sustainable customer value proposition
Product safety, fewer recalls
Addressing unmet needs in the marketplace
Governance & Disclosure Independent, diverse board
Executive compensation
Political Spending
Improved Oversight, Increased Accountability
Management aligned with shareholder interest
Enhanced Transparency & Disclosure

Integrating Environmental, Social and Governance in Municipal Fixed Income

Jim Lyman, Director of Research for Municipal Fixed Income outlines our impact approach though investing in projects that support socially and environmentally sustainable communities, such as mass transit, affordable housing, and school classrooms, with a bias toward underserved communities.
Visit for more.


Ingrid S. Dyott
Co-Portfolio Manager
26 Years of industry experience
23 Years with Neuberger Berman
Sajjad Ladiwala, CFA
Co-Portfolio Manager
27 Years of industry experience
18 Years with Neuberger Berman