Neuberger Berman Expands Its Actively Managed ETF Offerings
Neuberger Berman, a respected investment manager, has recently taken significant steps to enhance its portfolio of actively managed ETFs. The firm has launched two innovative products: the Neuberger Berman Total Return Bond ETF (NYSE: NBTR) and the Neuberger Berman Growth ETF (NYSE: NBGX). These new offerings are designed to meet the evolving demands of investors seeking robust financial instruments to navigate today’s dynamic market landscape.
Understanding the Neuberger Berman Total Return Bond ETF
The Neuberger Berman Total Return Bond ETF is structured as a Core-plus fixed income portfolio. Its primary objective is to outperform its benchmark across various market cycles. The fund employs multiple strategies to generate potential alpha sources effectively:
Dynamic Portfolio Management
This ETF utilizes a comprehensive range of fixed income sectors, not limiting itself to traditional benchmark sectors. By dynamically adjusting allocations based on evolving market conditions, the fund maintains a flexible investment strategy.
Proactive Security Selection
Portfolio managers emphasize high-conviction security selection. By leveraging sector specialty research teams, the ETF aims to identify the best investment opportunities, contributing positively across different credit markets.
Active Duration Monitoring
Another key feature is the active management of interest rate risks and yield curve exposures. The ETF typically operates within a ±2-year duration band relative to its benchmark, ensuring responsiveness to market fluctuations.
Experienced Management Team
The portfolio management team boasts an impressive collective experience of over 25 years. Their collaboration with sector-specialist teams enhances insights, allowing the firm to leverage its substantial fixed income platform, which manages approximately $200 billion.
Highlights of the Neuberger Berman Growth ETF
The Neuberger Berman Growth ETF distinguishes itself through a fundamentally driven large-cap equity strategy with a focus on quality growth. Here’s what sets it apart:
Innovative Investment Approach
Led by respected veteran Charles Kantor, this portfolio management team exemplifies experience and proven strategies in asset management. Their approach prioritizes high-quality businesses showcasing strong cash flows and profitability.
Commitment to Disruptive Innovation
The Growth ETF is dedicated to pinpointing companies poised to disrupt standard industry practices. These innovative enterprises aim to outperform traditional market timelines, emphasizing both potential and proven growth strategies.
Why Choose Neuberger Berman's ETFs?
Neuberger Berman continually evaluates its investment expertise in relation to client preferences. The company recognizes the growing inclination for ETF vehicles, which can engage a broader investor base. Backed by rigorous research and a commitment to active management, the firm's experienced professionals integrate deep market understanding with advanced data analytics.
A Comprehensive ETF Offering
The newly launched actively managed ETFs complement Neuberger Berman’s already established portfolio, which includes equities, fixed income, liquid alternatives, and real assets. This diverse array reflects the firm’s dedication to addressing their clients' varied investment needs and market opportunities.
About Neuberger Berman
Founded in 1939, Neuberger Berman is a private, employee-owned independent investment management firm. Employing over 2,800 individuals across 26 countries, the firm manages approximately $509 billion in assets for a sophisticated global client base. The company's investment philosophy emphasizes active management and fundamental research while maintaining a focus on engaged ownership.
Neuberger Berman's commitment to responsible investing has earned them a place among the top investment firms for excellence in environmental, social, and governance practices. The firm has consistently ranked as one of the best workplaces in money management, reflecting its dedication to employee satisfaction and talent retention.
Frequently Asked Questions
What are the key features of 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 market benchmarks.
Who manages the Neuberger Berman Growth ETF?
The Growth ETF is managed by a team led by Charles Kantor, who possesses significant expertise in asset management and growth investing.
What investment strategy does the Growth ETF employ?
The Growth ETF employs a fundamentally driven large-cap equity strategy, emphasizing high-quality businesses with robust cash flows and growth potential.
How does Neuberger Berman ensure effective ETF management?
Neuberger Berman combines deep market expertise with innovative data analytics and active management to support their ETF offerings.
What is Neuberger Berman's overall investment philosophy?
The firm's investment philosophy is grounded in active management, fundamental research, and engaged ownership to create value for investors.
