Neuberger Berman Investment Advisers LLC is a privately-owned, independent investment management firm that provides a wide range of investment services to individuals and institutions worldwide. The firm was founded in 1939 and is headquartered in New York City, with additional offices in major financial centers around the world.
Neuberger Berman is a global leader in the investment management industry, with over $400 billion in assets under management. The firm offers a comprehensive suite of investment products and services, including mutual funds, exchange-traded funds, closed-end funds, and separately managed accounts. Neuberger Berman's investment philosophy is based on a fundamental, bottom-up research process that seeks to identify undervalued companies with strong growth potential.
Neuberger Berman has a long history of delivering superior investment results for its clients. The firm has been ranked among the top investment managers in the world by a number of independent organizations, including Morningstar, Lipper, and Pensions & Investments. Neuberger Berman is also a signatory to the United Nations Principles for Responsible Investment, and is committed to sustainable and responsible investing.
Neuberger Berman Investment Advisers LLC
Neuberger Berman Investment Advisers LLC is a leading global investment management firm with a long history of delivering superior investment results for its clients. The firm's key aspects include:
- Founded: 1939
- Headquarters: New York City
- Assets under management: Over $400 billion
- Investment philosophy: Fundamental, bottom-up research process
- Investment products and services: Mutual funds, ETFs, closed-end funds, separately managed accounts
- Clients: Individuals and institutions worldwide
- Commitment to sustainability: Signatory to the UN Principles for Responsible Investment
- Awards and recognition: Ranked among the top investment managers in the world by Morningstar, Lipper, and Pensions & Investments
These key aspects highlight Neuberger Berman's strong track record, global reach, and commitment to providing innovative investment solutions to its clients. The firm's long history and consistent performance make it a trusted partner for investors seeking to achieve their financial goals.
1. Founded
The founding of Neuberger Berman Investment Advisers LLC in 1939 marked a significant milestone in the history of the investment management industry. The firm was founded by Roy R. Neuberger and Robert Berman, two visionary investors who believed that a fundamental, research-driven approach to investing could deliver superior results for clients. Neuberger Berman's early success was built on its ability to identify undervalued companies with strong growth potential, and this investment philosophy has remained at the core of the firm's approach for over 80 years.
Today, Neuberger Berman is a leading global investment manager with over $400 billion in assets under management. The firm's long track record of success is a testament to the enduring power of its investment philosophy and the dedication of its investment professionals. Neuberger Berman's founding in 1939 was a pivotal moment in the firm's history, and it continues to shape the firm's culture and investment approach today.
The founding of Neuberger Berman in 1939 is significant for several reasons. First, it marked the beginning of a long and successful history for the firm. Neuberger Berman has consistently outperformed its peers over the long term, and it is now one of the most respected investment management firms in the world. Second, Neuberger Berman's founding was a pioneering moment for the investment management industry. The firm was one of the first to adopt a fundamental, research-driven approach to investing, and its success helped to popularize this approach among other investment managers.
2. Headquarters
Neuberger Berman Investment Advisers LLC is headquartered in New York City, one of the world's leading financial centers. This strategic location provides the firm with access to a deep pool of talent, including investment professionals, analysts, and portfolio managers. New York City is also home to a number of major financial institutions, which provides Neuberger Berman with opportunities for collaboration and networking.
In addition, New York City is a global hub for business and commerce. This gives Neuberger Berman access to a wide range of investment opportunities, both in the United States and abroad. The firm's proximity to Wall Street and other financial institutions also allows it to stay abreast of the latest market trends and developments.
Overall, Neuberger Berman's headquarters in New York City provides the firm with a number of advantages, including access to talent, investment opportunities, and market information. This strategic location has been a key factor in the firm's success over the years.
3. Assets under management
Neuberger Berman Investment Advisers LLC's $400 billion in assets under management (AUM) is a testament to the firm's long-term success and its ability to attract and retain clients. AUM is a key metric for investment management firms, as it reflects the total value of the assets that the firm manages on behalf of its clients. A large AUM indicates that the firm has a strong track record of performance and is trusted by investors to manage their money.
Neuberger Berman's AUM has grown steadily over the years, thanks to the firm's consistent investment performance and its ability to attract new clients. The firm's AUM is well-diversified across different asset classes and investment strategies, which helps to reduce risk for clients. Neuberger Berman also has a strong team of investment professionals with a deep understanding of the markets and a commitment to delivering superior returns for clients.
The firm's large AUM gives it a number of advantages. First, it allows Neuberger Berman to invest in a wider range of assets and strategies, which can help to improve risk-adjusted returns for clients. Second, it gives the firm more bargaining power with custodians and other service providers, which can lead to lower costs for clients. Third, it allows Neuberger Berman to attract and retain top talent, which is essential for delivering superior investment results.
Overall, Neuberger Berman's $400 billion in AUM is a key indicator of the firm's strength and success. The firm's large AUM allows it to offer a wide range of investment products and services, attract and retain top talent, and deliver superior returns for clients.
4. Investment philosophy
Neuberger Berman Investment Advisers LLC's investment philosophy is based on a fundamental, bottom-up research process. This means that the firm's investment professionals conduct in-depth research on individual companies, with a focus on identifying undervalued companies with strong growth potential. The firm's bottom-up approach is in contrast to a top-down approach, which starts with an analysis of the overall economy and market trends and then tries to identify individual companies that are likely to benefit from these trends.
Neuberger Berman's fundamental research process involves a number of key steps, including:
- Industry analysis: The firm's investment professionals analyze industry trends and developments to identify industries that are likely to experience growth in the future.
- Company analysis: The firm's investment professionals conduct in-depth research on individual companies, including their financial statements, management team, and competitive landscape.
- Valuation: The firm's investment professionals use a variety of valuation techniques to determine whether a company's stock is undervalued.
Neuberger Berman's bottom-up research process has been a key factor in the firm's long-term success. The firm's investment professionals have a deep understanding of the companies they invest in, and they are able to identify undervalued companies with strong growth potential. This has led to superior investment results for Neuberger Berman's clients.
The fundamental, bottom-up research process is an essential component of Neuberger Berman Investment Advisers LLC's investment philosophy. This process allows the firm's investment professionals to identify undervalued companies with strong growth potential, which has led to superior investment results for clients.
5. Investment products and services
Neuberger Berman Investment Advisers LLC offers a wide range of investment products and services to meet the needs of its clients. These products and services include mutual funds, ETFs, closed-end funds, and separately managed accounts.
- Mutual funds are pooled investment vehicles that offer investors diversification and professional management. Neuberger Berman offers a variety of mutual funds, including equity funds, fixed income funds, and balanced funds.
- ETFs are exchange-traded funds that track the performance of a specific index or sector. Neuberger Berman offers a variety of ETFs, including ETFs that track the S&P 500 Index and the Nasdaq 100 Index.
- Closed-end funds are investment companies that issue a fixed number of shares that trade on an exchange. Neuberger Berman offers a variety of closed-end funds, including funds that invest in emerging markets and high-yield bonds.
- Separately managed accounts are customized investment portfolios that are managed by a professional investment adviser. Neuberger Berman offers separately managed accounts to high-net-worth individuals and institutions.
Neuberger Berman's investment products and services are designed to meet the needs of a wide range of investors. The firm's mutual funds and ETFs are ideal for investors who are looking for diversification and professional management. The firm's closed-end funds are ideal for investors who are looking for higher yields and exposure to specific sectors or markets. The firm's separately managed accounts are ideal for investors who are looking for customized investment solutions.
6. Clients
Neuberger Berman Investment Advisers LLC's clients are individuals and institutions worldwide. This diverse client base is a testament to the firm's ability to meet the needs of a wide range of investors. Neuberger Berman's individual clients include high-net-worth individuals, family offices, and trusts. The firm's institutional clients include pension funds, endowments, foundations, and insurance companies.
Neuberger Berman's clients rely on the firm's investment expertise to help them achieve their financial goals. The firm's investment professionals have a deep understanding of the markets and a commitment to delivering superior returns for clients. Neuberger Berman's clients benefit from the firm's long-term investment approach and its focus on fundamental research.
Neuberger Berman's commitment to its clients is evident in the firm's long-term track record of success. The firm has consistently outperformed its peers over the long term, and it has been ranked among the top investment managers in the world by a number of independent organizations. Neuberger Berman's clients have benefited from the firm's consistent performance and its commitment to delivering superior returns.
7. Commitment to sustainability
Neuberger Berman Investment Advisers LLC is a signatory to the UN Principles for Responsible Investment (PRI), a global organization that promotes sustainable investing. This demonstrates the firm's commitment to incorporating environmental, social, and governance (ESG) factors into its investment process and to promoting sustainable and responsible investing practices.
- ESG integration: Neuberger Berman integrates ESG factors into its investment analysis and decision-making process. This means that the firm considers the ESG performance of companies when making investment decisions, and it seeks to invest in companies that are committed to sustainability.
- Active ownership: Neuberger Berman actively engages with the companies it invests in to promote ESG best practices. This includes engaging with companies on issues such as climate change, human rights, and diversity and inclusion.
- Impact investing: Neuberger Berman offers a range of impact investing products and services that allow clients to invest in companies and projects that have a positive social or environmental impact.
- Thought leadership: Neuberger Berman is a thought leader on sustainable investing. The firm regularly publishes research and insights on ESG investing and promotes sustainable investing practices through its website, social media, and other channels.
Neuberger Berman's commitment to sustainability is evident in the firm's long-term track record of ESG investing. The firm has been a signatory to the PRI since 2010, and it has been a leader in the field of sustainable investing for many years. Neuberger Berman's commitment to sustainability is a key differentiator for the firm, and it is one of the reasons why the firm is trusted by investors around the world.
8. Awards and recognition
Neuberger Berman Investment Advisers LLC has been consistently ranked among the top investment managers in the world by leading independent organizations such as Morningstar, Lipper, and Pensions & Investments. These awards and recognitions are a testament to the firm's long-term track record of superior investment performance and its commitment to delivering value to clients.
The awards and recognitions that Neuberger Berman has received are a valuable component of the firm's reputation and brand. They provide independent validation of the firm's investment capabilities and help to attract new clients. The awards and recognitions also help to reinforce the firm's commitment to excellence and its focus on delivering superior investment results for clients.
For example, Neuberger Berman has been ranked as a top performer in the Morningstar Large-Cap Core Growth category for its Neuberger Berman Genesis Fund. The fund has received a 5-star rating from Morningstar, which is the highest rating that the firm awards. Neuberger Berman has also been ranked as a top performer in the Lipper Large-Cap Core Growth category for its Neuberger Berman Large Cap Growth Fund. The fund has received a 5-star rating from Lipper, which is the highest rating that the firm awards.
These awards and recognitions are a clear indication of Neuberger Berman's commitment to delivering superior investment results for clients. The firm's consistent performance and its focus on excellence have made it one of the most respected investment management firms in the world.
Neuberger Berman Investment Advisers LLC
This section addresses frequently asked questions about Neuberger Berman Investment Advisers LLC, providing concise and informative answers that clarify common misconceptions or concerns.
Question 1: What is Neuberger Berman Investment Advisers LLC?
Neuberger Berman Investment Advisers LLC is a privately-owned, independent investment management firm that provides a wide range of investment services to individuals and institutions worldwide. Founded in 1939 and headquartered in New York City, Neuberger Berman has over $400 billion in assets under management.
Question 2: What is Neuberger Berman's investment philosophy?
Neuberger Berman's investment philosophy is based on a fundamental, bottom-up research process. This means that the firm's investment professionals conduct in-depth research on individual companies to identify undervalued companies with strong growth potential.
Question 3: What types of investment products and services does Neuberger Berman offer?
Neuberger Berman offers a comprehensive suite of investment products and services, including mutual funds, ETFs, closed-end funds, and separately managed accounts. These products and services are designed to meet the needs of a wide range of investors, from individuals to institutions.
Question 4: Who are Neuberger Berman's clients?
Neuberger Berman's clients include individuals and institutions worldwide. The firm's individual clients include high-net-worth individuals, family offices, and trusts. The firm's institutional clients include pension funds, endowments, foundations, and insurance companies.
Question 5: Is Neuberger Berman committed to sustainability?
Yes, Neuberger Berman is a signatory to the UN Principles for Responsible Investment (PRI). The firm integrates ESG factors into its investment process, actively engages with the companies it invests in to promote ESG best practices, and offers a range of impact investing products and services.
Question 6: Has Neuberger Berman received any awards or recognition?
Yes, Neuberger Berman has been consistently ranked among the top investment managers in the world by leading independent organizations such as Morningstar, Lipper, and Pensions & Investments. These awards and recognitions are a testament to the firm's long-term track record of superior investment performance.
These frequently asked questions provide a comprehensive overview of Neuberger Berman Investment Advisers LLC, its investment approach, products and services, clients, commitment to sustainability, and industry recognition. By addressing common concerns and misconceptions, this section enhances understanding and builds confidence in the firm.
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Tips from Neuberger Berman Investment Advisers LLC
Here are six actionable tips from Neuberger Berman Investment Advisers LLC:
Tip 1: Set realistic investment goals.
Before you start investing, it's important to set realistic investment goals. What are you saving for? How much do you need to save? How long do you have to save? Once you have a clear understanding of your goals, you can start to develop an investment strategy that will help you achieve them.
Tip 2: Diversify your portfolio.
Diversification is one of the most important principles of investing. By diversifying your portfolio, you can reduce your risk of losing money. There are many different ways to diversify your portfolio, such as investing in different asset classes (e.g., stocks, bonds, real estate), investing in different sectors of the economy, and investing in different geographic regions.
Tip 3: Rebalance your portfolio regularly.
As your investments grow, it's important to rebalance your portfolio regularly. Rebalancing means selling some of your winners and buying more of your losers. This will help you maintain your target asset allocation and reduce your risk.
Tip 4: Invest for the long term.
Investing is a long-term game. Don't expect to get rich quick. The stock market goes up and down in the short term, but over the long term, it has always trended upwards. If you stay invested for the long term, you're more likely to achieve your investment goals.
Tip 5: Don't try to time the market.
Trying to time the market is a losing game. No one can predict with certainty what the stock market will do in the short term. Instead of trying to time the market, focus on investing for the long term and staying disciplined with your investment strategy.
Tip 6: Get professional advice.
If you're not sure how to get started investing, or if you have complex investment needs, it's a good idea to get professional advice from a qualified financial advisor.
By following these tips, you can improve your chances of achieving your investment goals.
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Conclusion
Neuberger Berman Investment Advisers LLC is a leading global investment management firm with a long history of delivering superior investment results for its clients. The firm's commitment to fundamental research, its diversified investment approach, and its focus on sustainability make it a trusted partner for investors seeking to achieve their financial goals.
As the investment landscape continues to evolve, Neuberger Berman is well-positioned to continue to deliver innovative investment solutions and thought leadership to its clients. The firm's commitment to excellence and its focus on the long term make it an ideal partner for investors seeking to navigate the challenges and opportunities of the 21st-century economy.
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