Neuberger Berman Expands Investment Opportunities
Neuberger Berman has recently introduced two new actively managed exchange-traded funds (ETFs) that aim to enhance their offerings in the fixed income and equity markets. The introduction of the Neuberger Berman Total Return Bond ETF (NYSE: NBTR) and the Neuberger Berman Growth ETF (NYSE: NBGX) signifies a robust strategy to meet the evolving needs of investors.
Features of the Neuberger Berman Total Return Bond ETF
This ETF is strategically designed to offer a core-plus fixed income portfolio. It seeks to provide returns that surpass its benchmark through various potential alpha-generating strategies.
Dynamic and Diverse Sector Allocations
One of the key features of this fund is its flexibility. It employs a diverse set of fixed income sectors, allowing for broader investment opportunities beyond standard benchmark sectors.
Efficient 'Plus' Sector Utilization
The ETF seeks to capitalize on the relative strengths of various sectors by dynamically adjusting allocations, avoiding consistent overweights in below-investment-grade and emerging market segments.
High Conviction Security Selection
Investors can benefit from a high-conviction approach, focusing on the best ideas that emerge from extensive sector specialty research.
Active Duration Management
This strategy actively manages interest rate exposure, typically maintaining a duration within a small range of the benchmark, thus helping to navigate changing market conditions.
Experienced Team Approach
The management team, with an average of 25 years of experience, collaborates with sector-specialty teams across a vast $200 billion fixed income platform, leveraging in-depth market knowledge.
Overview of the Neuberger Berman Growth ETF
On the equity side, the Neuberger Berman Growth ETF employs a dynamic investment strategy aimed at capitalizing on high-quality growth opportunities. With an emphasis on businesses that demonstrate strong cash flows and sustainable growth, this ETF targets large-cap equities.
Proven Leadership
Led by the seasoned portfolio manager Charles Kantor, the team brings decades of expertise in navigating markets and managing client assets, reinforcing the ETF's robustness.
Strategic Investment Philosophy
The investment philosophy revolves around identifying high-moat businesses that can withstand competitive pressures, utilizing an Economic Value Added (EVA) framework to inform decisions.
Focus on Innovation
Investors in this ETF can expect exposure to companies that prioritize disruption and innovation, positioning themselves ahead of industry trends.
The Benefits of Active ETF Management
Neuberger Berman's decision to expand its ETF suite aligns with the firm's commitment to servicing a wider range of investors through innovative investment vehicles. By capitalizing on expert market knowledge and data-driven insights, the firm aims to deliver significant value to its clients.
About Neuberger Berman
Founded in 1939, Neuberger Berman is a private, independent investment manager known for its employee-owned structure. The firm manages approximately $509 billion in a variety of assets, including equities, fixed income, private equity, real estate, and hedge funds. Renowned for its active management and fundamental research, Neuberger Berman is proud to have received recognition for its excellence in environmental, social, and governance practices.
Frequently Asked Questions
What are the main investment strategies for the Total Return Bond ETF?
The Total Return Bond ETF focuses on dynamic sector allocations, active duration management, and high conviction security selection to outperform its benchmark.
Who leads the Neuberger Berman Growth ETF?
The Growth ETF is managed by Charles Kantor, who has significant experience and a proven track record in managing investments.
What types of securities does the Growth ETF invest in?
This ETF primarily targets large-cap equities characterized by strong cash flows and sustainable growth prospects.
How does Neuberger Berman ensure its ETFs meet investor needs?
The firm continually assesses market trends and investor demand to tailor its investment solutions accordingly, focusing on active management and research.
What is Neuberger Berman’s investment philosophy?
Neuberger Berman emphasizes active management, fundamental research, and engaged ownership to navigate the complexities of the market successfully.
