Neuberger Berman
September 28, 2016
Delivering compelling investment results for our clients over the long term since 1939.

NB Socially Responsive Investing Advocacy & Participation

 
NB Socially Responsive Investing (SRI) Team participation in joint investor SRI initiatives dates back to 1989

2016

  • Engaged the SEC to support enhanced sustainability disclosure required under the regulation S-K
  • Joined Investor Statement in Support ($3.6Tr) of the Joint U.S. and Canadian March 10, 2016 Announcement on Limiting Methane Emissions from the Oil and Gas Industry

2014

  • NB SRI Team engages the SEC to require public companies to disclose to shareholders the use of corporate resources for political activities
  • Engaged the EPA to thoughtfully consider cost effective strategies for reducing methane emissions in oil and gas production

2013

  • NB SRI Team joins Coalition of Global Investors Managing More than $1.5 Trillion in supporting the Issues Statement on Bangladesh
  • Neuberger Berman becomes a Signatory Investor to the CDP’s deforestation initiative, the Forest Footprint Disclosure Project (FFD)

2012

  • Neuberger Berman becomes an Investor Signatory to the Principles for Responsible Investment (PRI)
  • Neuberger Berman becomes an Investor Signatory to the CDP Carbon Action, an initiative requesting companies to implement cost-effective greenhouse gas emissions (GHG) reductions.

2011

NB SRI Team releases Statement in Support of Responsible Lending Practices, Center for Responsible Lending (CRL)

2010

  • Neuberger Berman, sponsor of Defined Contribution Plans and Responsible Investing in the United States 2010 – US SIF
  • Neuberger Berman becomes a Signatory Investor to the CDP’s recently launched Water Disclosure Project
  • NB SRI Team engages the SEC to support DRC Conflict Mineral Disclosure Rule in Dodd-Frank Act

2009

NB SRI Team becomes a Signatory Investor to the statement regarding Conflict Minerals from the Democratic Republic of Congo (DRC)

2001 - 2012

Neuberger Berman, sponsor of bi-annual SRI Trends Report – US SIF Publication

2009

NB SRI Team re-engages US EPA to validate support for the reinstatement of the TRI

2008

NB SRI Team becomes a Signatory Investor to the Emerging Markets Disclosure Project (EMDP)

2005

NB SRI Team engages US EPA to not reverse Toxic Release Inventory Reporting (TRI)

2004

  • Neuberger Berman becomes a Signatory Investor to the Carbon Disclosure Project (CDP)
  • NB SRI Team becomes an Affiliate member of the Interfaith Center on Corporate Responsibility (ICCR)

2002

NB SRI Team becomes a member of the Sustainable Investment Research Analyst Network (SIRAN)

1994

NB SRI Team launches Neuberger Berman Socially Responsive Fund

1989

Neuberger Berman becomes a member of the Forum for Sustainable & Responsible Investment (US SIF)

This material is intended as a broad overview of the Portfolio Managers’ style, philosophy and investment process and is subject to change without notice. Portfolio Managers’ views may differ from that of other Portfolio Managers as well as the views of Neuberger Berman, LLC. Of course, all accounts are managed based upon each client’s needs and objectives.

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http://www.nb.com/pages/public/en-us/insights/nb-sri-advocacy-and-participation.aspx?audience=a_en-US_Mutual_Fund_Investor 
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