Drawing on the expertise of the Neuberger Berman Asset Allocation Committee we create custom portfolios based on a number of criteria, such as risk tolerance, income needs and objectives. We partner with investment experts locally and around the world to bring you cutting-edge opportunities that some of the most sophisticated institutions invest in. Understanding that there is no one-size-fits-all portfolio, we seek to identify a diversified collection of investment strategies that are curated specifically for you and designed to work together to achieve your purpose and, ultimately, enhance the potential outcome of reaching your goals.
Our investment philosophy is driven by a disciplined approach to portfolio construction and anchored by a rigorous and repeatable investment process. In partnership with you and your team, we will assist in translating your unique objectives, risk tolerance and wealth-planning goals into actionable, integrated investment solutions, that include environmental, social and governance considerations and tax efficiency. Our team leverages the full suite of strategies at Neuberger Berman, as well as a curated high-conviction list of third-party complementary managers.
- Adhere to a long-term focus to maintain resilient portfolios
- Avoid market timing, but invest dynamically in seeking to exploit opportunity and mitigate risk throughout market cycles
- Add alpha by selecting high-conviction managers with a sustainable edge
- Capitalize on enhanced alpha opportunities in alternative asset classes
- Use passive as appropriate
- Fundamental research on underlying investment value has anchored our approach since the firm was founded
- Data-driven quantitative analysis and innovative strategies also underpin views on relative value and risk
Creating Your Investment Plan
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 general in nature and is not directed to any category of investors and should not be regarded as individualized, a recommendation, investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Neuberger Berman, as well as its employees, does not provide tax or legal advice. You should consult your accountant, tax adviser and/or attorney for advice concerning your particular circumstances. 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. Investing entails risks, including possible loss of principal. Investments in hedge funds and private equity are speculative and involve a higher degree of risk than more traditional investments. Investments in hedge funds and private equity are intended for sophisticated investors only. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results. Any discussion of environmental, social and governance (ESG) factor and ratings are for informational purposes only and should not be relied upon as a basis for making an investment decision. ESG factors are one of many factors that may be considered when making investment decisions.
Neuberger Berman Investment Advisers LLC (“NBIA”) utilizes the Neuberger Berman investment platform of equity, fixed income and alternative products and strategies as its primary investment options. Non-Neuberger Berman products and strategies are also available as a complement to Neuberger Berman offerings. NBIA’s preference for Neuberger Berman products and strategies may result in incremental benefits to NBIA, its affiliates and their respective employees.
Neuberger Berman Investment Advisers LLC is a registered investment adviser. The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.