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全球及歐洲可持續股票策略

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全球及歐洲可持續股票策略

物色可持續發展領袖
轉型中的世界
2020年標誌著企業和投資者來到重要的轉捩點。我們相信,社會和科技急速變奏正驅動企業演進,並開創潛力巨大的投資主題。
精英團隊往績卓越
由7位專家組成的路博邁資深投資團隊,平均投資經驗長達20年,而團隊中的三位投資組合經理均分別獲得Citywire 評定AA評級。投資團隊管理全球和歐洲可持續股票策略已有約16年,合計管理資產超過100億美元。
Citywire AA ESG Winner 2022
路博邁的可持續投資
投資團隊對發展和實現環境、社會和管治(ESG)目標的信念,貫徹路博邁向來的宗旨。作為主動型投資經理,我們深信ESG因素是推動投資回報的重要動力。

Member of the PRI - 2020 Leaders' Group

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A+ scores for our ESG approach by the UN PRI

PRI_logo_new Member of the PRI - 2020 Leaders' Group A+ scores for our ESG approach by the UN PRI
視頻系列
投資團隊和策略簡介
透過嶄新的投資能力,路博邁為投資者帶來專注於可持續發展且表現優異的投資方案。在以上的短視頻中,我們的投資團隊將介紹全球和歐洲可持續股票策略的投資方式。
路博邁全球可持續股票團隊簡介
看影片

在以上視頻中,路博邁股票首席投資總監和總裁Joe Amato將向各位介紹旗下全球可持續股票團隊,而團隊成員也將分享其投資理念和方式。

可持續股票投資
ESG投資主管Jonathan Bailey將分享路博邁的ESG投資策略,而全球可持續股票團隊也將介紹發掘可持續投資領袖的方式。
看影片
路博邁的可持續股票策略
可持續股票策略團隊闡釋其投資方式,並介紹最近推出的全球和歐洲可持續股票策略。
看影片
我們的理念
社會和科技急速變奏正驅動企業演進及創新。
企業轉變 - 具意識的消費者、吸引投資者、積極的監管者
投資於可持續發展的力量
專注於識別具實力創造價值的可持續業務模式
透過建立周全的投資過程,我們的資深投資團積極物色能夠持續受益於長期結構性轉變的公司,這些企業皆具備以下的特色:
AT A GLANCE
Key features of the strategies

Global portfolios of 40 — 60 holdings

Risk-controlled portfolios, with high active share (>75%)

Sustainability, value chain lens and engagement key to approach

Experienced, industry-leading investment team,1 supported by broader NB research platform

Strong-performing team with a distinctive investment process1
相關基金
全球可持續股票基金
路博邁最新UCITS基金
了解更多
歐洲可持續股票基金
路博邁最新UCITS基金
了解更多
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An Asian high yield credit portfolio investing in high quality companies with a strong sustainability profile and reduced carbon footprint
A concentrated portfolio of smaller and medium-sized Japanese companies with potential for growth, aiming to create value through rigorous engagement activities.
我們的團隊
Hendrik-Jan Boer
Senior Portfolio Manager
Managing Director
Alex Zuiderwijk
Senior Portfolio Manager
Managing Director
Jeroen Brand
Senior Portfolio Manager
Managing Director
Camiel Mulders
Senior Research Analyst
Hendrik-Jan Boer, Senior Portfolio Manager, Managing Director

Hendrik-Jan Boer joined Neuberger Berman in November 2020 as a Managing Director and Portfolio Manager in the Global Sustainable Equity investment team. Hendrik-Jan joined from NN Investment Partners, where since 2004 he had been the Investment Team Manager of Sustainable Investments, a Senior Portfolio Manager of Sustainable Equity Strategies, the Chair of the NN IP Proxy Voting Committee, and a member of the NN IP ESG Board. He joined NN Investment Partners in 1998 and prior to that, was a senior corporate analyst at NatWest Securities, and before that was a senior corporate and European sector analyst at I.R.I.S. (Institute for Research and Investment Services). He began his career at Swiss Bank Corp as a strategist and corporate analyst. Hendrik-Jan earned a MSc in Economics from Erasmus University, Rotterdam.

Alex Zuiderwijk, Senior Portfolio Manager, Managing Director

Alex Zuiderwijk, CFA, joined Neuberger Berman in November 2020 as a Managing Director and Portfolio Manager in the Global Sustainable Equity investment team. Alex joined from NN Investment Partners, where he was a Senior Portfolio Manager of Sustainable Equity Strategies and a member of the NN IP Proxy Voting Committee. Prior to that, he was at ING IM most recently as a Senior Investment Analyst and before that as an Equity Trader. He began his career at ING Barings as a Research Editor. Alex earned a MSc in Economics & Finance from Open University in 2006 and a BSc in Economics & Law from Haagse Hogeschool in 1999.

Jeroen Brand, Senior Portfolio Manager, Managing Director

Jeroen Brand joined Neuberger Berman in November 2020 as a Managing Director and Portfolio Manager in the Global Sustainable Equity investment team. Jeroen joined from NN Investment Partners, where he was a Senior Portfolio Manager of Sustainable Equity Strategies. Prior to that, he was a Senior Portfolio Manager at ING IM. He began his career at AEGON Asset Management as a Portfolio Manager. Jeroen earned a MSc in Business Administration from the Erasmus University, Rotterdam.

Camiel Mulders, Senior Research Analyst

Camiel Mulders joined Neuberger Berman in November 2020 as a Senior Research Analyst covering the Fintech and Financial Inclusion value chain sector and is a member of the Global Sustainable Equity investment team. Since 2006, Camiel covered the Financials sector for NN Investment Partners. Previously, Camiel spent 8 years at Rabobank as an equity analyst, where he covered consumer staples and later financials. Camiel holds a MSc in Corporate Finance from Nijenrode University.

Philip Chau, CFA, CAIA
Research Analyst
Vice President
Mark van der Geest, Senior Research Analyst

Mark van der Geest joined Neuberger Berman in November 2020 as a Senior Research Analyst covering the Energy Transition and Industrial Innovation value chain sector and is a member of the Global Sustainable Equity investment team. Since 2013, Mark covered the Global Industrials sector for NN Investment Partners, and, in 2018, he added coverage of the Global Technology Hardware and Semiconductor sectors. Previously, Mark spent 18 years on the sell-side at various brokers, including UBS and ABN AMRO. Mark holds a MSc in Econometrics from the University of Groningen.

Alex Kushev, Research Analyst

Alex Kushev, CFA joined Neuberger Berman in November 2020 as a Research Analyst covering the Conscious Consumer value chain sector and is a member of the Global Sustainable Equity investment team. Since 2016, Alex covered the Global Consumer sector for NN Investment Partners. From 2014 to 2016, Alex was part of the Graduate Asset Management Program at NN Investment Partners, which included rotations in Global Equity Research, Emerging Markets Debt and manager selection at NN's in-house consulting arm, Altis. Alex holds a MSc in Finance and Investments (Cum Laude) from Rotterdam School of Management, a Bsc in Economics and Business from University of Amsterdam and is a CFA charter holder.

Philip Chau, CFA, CAIA, Research Analyst, Vice President
Philip Chau, CFA, CAIA, Vice President, joined Neuberger Berman in November 2020 as a Research Analyst covering the Access to Healthcare value chain sector and is a member of the Global Sustainable Equity investment team. Prior to joining Neuberger Berman, Philip covered the Global Healthcare sector for NN Investment Partners. From 2016 to 2018, Philip was part of the Young Talent Graduate Programme at NN Investment Partners, which included rotations in Impacting Investing, Global Equity Research, and Emerging Markets Debt. Philip holds a MSc in Finance and Investments from Rotterdam School of Management, a BBA in Accounting and Finance from the University of Hong Kong and is a CFA and CAIA charterholder.

Key Risks


Counterparty Risk: The risk that a counterparty will not fulfil its payment obligation for a trade, contract or other transaction, on the due date.

Currency Risk: Investments in a currency other than the base currency of the portfolio are exposed to currency risk. Fluctuations in exchange rates may affect the return on investment. If the currency of the portfolio is different from your local currency, then you should be aware that due to exchange rate fluctuations the performance may increase or decrease if converted into your local currency.

Liquidity Risk: The risk that the portfolio may be unable to sell an investment readily at its fair market value.

Market Risk: The risk of a change in the value of a position as a result of underlying market factors, including among other things, the overall performance of companies and the market perception of the global economy.

Operational Risk: The risk of direct or indirect loss resulting from inadequate or failed processes, people and systems including those relating to the safekeeping of assets or from external events.

Sustainable Risk: The strategy may focus on investments in companies that relate to certain sustainable development themes and demonstrate adherence to environmental, social and corporate governance practices. This may mean the universe of securities from which the strategy can invest in may be smaller than that of other strategies and may underperform the market as a result.