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      ENVIRONMENTAL, SOCIAL AND GOVERNANCE INVESTING

      Integration and Proprietary Ratings

      Avoid, Assess, Amplify, and Aim for Impact
      WATCH NOW

      Jonathan Bailey, Head of ESG Investing at Neuberger Berman, provides an overview of our ESG legacy and ongoing commitment across our investment platform.

      ESG ANNUAL REPORT
      Our 2018 Inaugural Report
      Learn more about our commitment to ESG integration including recent innovations and insights.
      DOWNLOAD PDF
      OUR COMMITMENT TO ESG INTEGRATION
      Individual research analysts and portfolio managers are responsible for implementing ESG integration in their portfolios and investment research. We believe this bottom-up approach encourages strategy-specific innovation while allowing each portfolio management team to learn from best practices across the investment platform. Our ESG Investing team accelerates this process with top-down expertise and support.
      ESG factors are considered by portfolio managers across the platform
      Avoid
      Excluding particular companies or whole sectors from investment universe
      Assess
      Considering the valuation implications of ESG risks and opportunities alongside traditional factors in the investment process
      Aim for Impact
      Seeks to intentionally generate positive social and environmental impact alongside a financial return
      Amplify
      Focusing on ‘better’companies based on environmental, social and governance characteristics
      INTEGRATION FRAMEWORK
      Investment Strategy Examples
      Read more Neuberger Berman investment strategy examples of our integration framework
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      PROPRIETARY ESG ANALYSIS AND RATINGS
      At Neuberger Berman our research analysts have worked closely with our in-house ESG Investing team to rate corporations on material ESG metrics at the industry level. Core to development of this proprietary ESG ratings system has been our ability to marry the specialized sector expertise of our analysts with our dedicated internal ESG investing team’s perspective on complex ESG data sets.
      Assessment of Environmental and Social Factors
      A cohesive three-part method
      Integration examples
      ESG for EMD: Toward Best Practice
      A serious approach to ESG in emerging markets is increasingly a proprietary approach
      READ MORE
      ESG Investing in ‘Dirty Industries: Materiality and the Chemicals Industry
      In sectors often throught of as ‘dirty,’ material ESG factors can assist in identifying sustainability
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      ESG INVESTING
      ESG Investment Capabilities
      We offer a range of ESG-integrated solutions across various investment vehicles. Listen to our investment teams discuss ESG integration across asset classes within the firm.
      LEARN MORE

      This material is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory clients may hold positions of companies within sectors discussed. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events may differ significantly from those presented. Investing entails risks, including possible loss of principal. Diversification does not guarantee profit or protect against loss in declining markets. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.

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