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      ENVIRONMENTAL, SOCIAL AND GOVERNANCE INVESTING

      ESG Philosophy

      Our ESG Evolution
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      "Our ESG philosophy, which is really something that is owned and believed in by the individual investment professionals that work here at Neuberger, is a belief that ESG factors can be material to investment performance over the medium to long term from both a risk and an opportunity perspective."

      ~ Jonathan Bailey, Head of ESG Investing

      OUR ESG POLICY
      As an active manager, Neuberger Berman has a long-standing belief that material environmental, social and governance factors are an important driver of long-term investment returns from both an opportunity and a risk mitigation perspective. We also understand that for many of our clients the impact of their portfolio is an important consideration in conjunction with investment performance.
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      OUR CLIMATE-RELATED CORPORATE STRATEGY
      Our TCFD climate-related corporate strategy covers investment risk and opportunity, as well as the operational resilience of our business. We seek to protect our clients’ assets from material climate-related risks and to identify opportunities as appropriate on behalf of our clients.
      DOWNLOAD OUR STRATEGY
      Platform at a Glance
      A+
      Awarded top scores in the most recent UN-backed Principles for Responsible Investment (PRI) assessment report for its overarching approach to ESG strategy and governance and integration across asset classes*
      1989: First dedicated ESG-integrated strategy
      Proprietary ratings on all Russell 1000 constituents
      60% Assets managed with consistent and demonstrable ESG integration
      140 Colleagues in ESG across committee and working groups
      100% Firm assets that are ESG aware
      3,052 Engagement meetings with corporate management teams across equities and credit
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      Join our ESG mailing list
      Get our latest thinking on ESG and sustainable investing delivered straight to your inbox.
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      ESG ANNUAL REPORT
      Our 2018 Inaugural Report
      Learn more about our commitment to ESG integration including recent innovations and insights.
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      ESG INVESTING
      ESG Integration and Proprietary Ratings
      ESG factors are considered by portfolio managers across the platform. Our proprietary ESG ratings system marries the competencies of our ESG Investing team with the specialized sector expertise of our fundamental equity and credit research organizations.
      LEARN MORE

      All information is as of December 31, 2018 unless otherwise noted.

      *For illustrative and discussion purposes only. PRI grades are based on information reported directly by PRI signatories, of which investment managers totaled 1,119 for 2019, 1,120 for 2018 and 935 for 2017. All signatories are eligible to participate and must complete a questionnaire to be included. The underlying information submitted by signatories is not audited by the PRI or any other party acting on its behalf. Signatories report on their responsible investment activities by responding to asset-specific modules in the Reporting Framework. Each module houses a variety of indicators that address specific topics of responsible investment. Signatories’ answers are then assessed and results are compiled into an Assessment Report. The Assessment Report includes indicator scores, summarizing the individual scores achieved and comparing them to the median; section scores, grouping similar indicator scores together into categories (e.g. policy, assurance, governance) and comparing them to the median; module scores, aggregating all the indicator scores within a module to assign one of six performance bands (from E to A+). Awards and ratings referenced do not reflect the experiences of any Neuberger Berman client and readers should not view such information as representative of any particular client’s experience or assume that they will have a similar investment experience as any previous or existing client. Awards and ratings are not indicative of the past or future performance of any Neuberger Berman product or service. Moreover, the underlying information has not been audited by the PRI or any other party acting on its behalf. While every effort has been made to produce a fair representation of performance, no representations or warranties are made as to the accuracy of the information presented, and no responsibility or liability can be accepted for damage caused by use of or reliance on the information contained within this report. Information about PRI grades is sourced entirely from PRI and Neuberger Berman makes no representations, warranties or opinions based on that information.

      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.

      This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions.

      The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.