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NEUBERGER BERMAN

2024 Stewardship and Sustainable Investing Report

In this year’s Stewardship and Sustainable Investing Report, we highlight our continued commitment to stewardship, financial materiality and partnership with clients.
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In an investment landscape shaped by rapid change we take our role as an active owner on behalf of our clients seriously. Our clients have entrusted us with their capital for decades in part because we remain committed to thoughtful, hands-on stewardship. Staying true to our roots—active engagement, rigorous analysis and fiduciary duty—continues to build the foundation for our partnership with you in the years ahead. This year also marks five-years of NB Votes—our pioneering advance proxy vote disclosure initiative. NB Votes has not only strengthened our relationships with portfolio companies but also demonstrated the tangible impact of informed, proactive engagement on financially material topics. Our approach is brought to life in this report—through data, case studies and examples demonstrating value of active judgment and engagement.

In this report, we highlight how we are:

  • Setting clear strategic priorities for 2025 to underline our commitment to stewardship and sustainable investing
  • Deepening our active stewardship through direct engagement and transparent proxy voting
  • Advancing our climate adaptation and resilience capabilities, with enhanced frameworks and tools
  • Expanding our investment solutions to support clients’ climate transition and impact goals
  • Partnering with clients and industry peers to drive innovation

Jonathan Bailey Jonathan Bailey

“We are honoured that clients around the world trust us with their precious capital and understand that they expect us to consider financially material risk-and-return factors to achieve their pecuniary objectives. Only active managers can incorporate these factors into investment decision making, and only active managers can engage with companies to encourage them to take steps to reduce risk and embrace opportunity.”

Jonathan H. Bailey, Global Head of Stewardship & Sustainable Investing