Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Neuberger Berman

  •   22 November 2021
  •      
  •   

Neuberger Berman Global Sustainable Equity Fund Opens Door to Australian investors

Sydney, November 8, 2021 - Neuberger Berman, a private, independent, employee-owned investment manager, has launched the Neuberger Berman Global Sustainable Equity (GSE) Fund (“Fund”) in Australia, with strong early support from existing Neuberger Berman clients in Australia. The Fund will provide Australian investors with access to Neuberger Berman’s renowned sustainable asset management capability.

The Fund will implement a proven investment philosophy and process honed over 16 years by a highly rated* portfolio management team (GSE team) comprising Hendrik-Jan Boer, Alex Zuiderwijk and Jeroen Brand. The GSE team were early adopters of ESG-integrated sustainable investing and, prior to joining Neuberger Berman, were managing over $10 billion in global and European equity strategies.

The high conviction Fund, which will typically hold 40-60 stocks, will seek to invest in quality companies where sustainability reinforces returns. The GSE team adopts a rigorous, forward-looking assessment of material, ESG factors and deep bottom-up research focused on value chain economics.

Hendrik-Jan Boer, lead portfolio manager, says: “We are seeing increasing growth in what we call ‘conscious consumers’, who are holding corporations and governments to account through their consumption behaviour, elections and activism. This coupled with active regulators implementing new directives across borders to address ESG issues is driving a new wave of high-quality opportunities for sustainable investors.”

Head of Intermediary Distribution at Neuberger Berman Australia, Matthew Thompson, said, “We now live in a net-zero transition world and at Neuberger Berman we believe that the companies that are best-placed to benefit from this disruption are quality businesses where sustainability reinforces competitive advantage. We are excited to offer Australian investors the opportunity to invest in a portfolio of ‘transition winning’ companies drawn from a mix of industries and regarded as ‘global disruptors’ in their pursuit of ESG goals.”

“This Fund provides Australian investors with access to our best ideas as identified by our highly rated* and recognized GSE team. The Fund has been launched with strong support from key clients in Australia and complements our growing ESG offering across all asset classes.”

The GSE portfolio management team is supported by four dedicated career analysts focused on bottom-up assessment with a value chain lens, across fintech & financial inclusion, energy transition, digital enterprise, conscious consumer and access to healthcare.

The GSE team works closely with the Neuberger Berman’s ESG team and benefits from the depth of expertise across Neuberger Berman’s $133 billion equities platform. The firm’s centralised global equity research department comprises 48 dedicated research professionals, with 41 senior research analysts averaging 19 years of experience.

More than 80% of Neuberger Berman’s total assets under management are now ESG integrated, up from 60% in 2019. In October 2020, the firm was awarded top scores (straight A+) in the UN-backed Principles for Responsible Investment (PRI) assessment report for the second consecutive year, and were named a 2020 PRI Leader, a designation awarded to fewer than 1% of investment managers.

Australian investors can access the PDS from this link and read Neuberger Berman’s white paper on ‘Identifying Transition Winners’.

As of 30 September 2021, Neuberger Berman’s local assets under management exceeded US$9.5billion.

 

banner

Most viewed in recent weeks

Howard Marks: the investing game has changed

The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.

Welcome to Firstlinks Edition 605 with weekend update

Trump's tariffs and China's retaliatory strike have sent the Nasdaq into a bear market with the S&P 500 not far behind. What are the implications for the economy and markets, and what should investors do now? 

  • 3 April 2025

Pros and cons of Labor's home batteries scheme

Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries. The goal is to turbocharge battery uptake, though practical difficulties may prevent that happening.

World's largest asset manager wants to revolutionise your portfolio

Larry Fink is one of the smartest people in the finance industry. In his latest shareholder letter, the Blackrock CEO outlines his quest to become the biggest player in private assets and upend investor portfolios.

Designing a life, with money to spare

Are you living your life by default or by design? It strikes me that many people are doing the former and living according to others’ expectations of them, leading to poor choices including with their finances.

4 ways to take advantage of the market turmoil

Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.

Latest Updates

Investment strategies

How to choose a good fund manager

Despite the rise of passive investing, Australia has a number of top shelf fund managers who have consistently outperformed indices over the long-term. This looks at how to identify the best active funds for your portfolio.

Property

Key factors behind the housing supply crisis

Australia’s housing supply is falling far short of demand, driving up prices and rents. With approvals down, costs up, and planning delays rampant, the next generation may not forget - or forgive - this crisis. 

Economy

Electricity transmission is Australia's next problem

Australia’s energy transition will take decades to complete because new renewable generating capacity in the far-flung locations will require transmission capacity to be added. And we're well behind schedule on this.

Planning

Family trusts and relationship breakdowns

Trusts offer flexibility and asset protection, but in relationship breakdowns, courts can 'look through' them. Understanding control, purpose, and asset origins is key to preserving trust benefits in family law disputes.

Property

Selling your holiday home? You may be able to pay less tax

Selling your holiday home can make a lot of sense, but it can also lead to a big tax bill. Fortunately, there are strategies that investors can use to boost their retirement balance and cut their capital gains liability.

Why it's time to revisit the case for non-US stocks

History shows that global equity returns tend to be cyclical and that outperformance between regions can flip. After years of underperformance, there are growing reasons to add non-US equities to a diversified portfolio today.

Economy

Should America follow Australia with a sovereign wealth fund?

While appointing a seasoned banker to lead a US sovereign wealth fund sounds promising, the plan itself could expose the country to massive risks, market distortions, and dangerous expansions of presidential power. 

Sponsors

Alliances

© 2025 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.