Neuberger Berman Advisers Management Trust Sustainable Equity Portfolio Class I (0P00003D35)

Overview

This investment fund centers its strategy on the acquisition of common stocks from mid- to large-capitalization companies that not only align with its stringent quality-oriented financial standards but also satisfy specific ESG (Environmental, Social, and Governance) criteria. Aimed at reducing investment risk, it diversifies its portfolio across a broad spectrum of industries. Investment decisions are made based on a fundamental, research-driven methodology focusing on the long-term sustainability of issues that the Portfolio Manager deems financially material. This holistic approach ensures that the investments are not only viable in the current financial landscape but are also positioned to withstand future market shifts. By prioritizing long-term sustainability, the fund seeks to deliver value to its investors, recognizing the growing importance of responsible investing in today's market.

Products and Services

• Mid- to Large-Capitalization Common Stocks

  The fund actively invests in the common stocks of companies considered to be of mid- to large-size based on their market capitalization. These companies are chosen through a meticulous evaluation process that measures their financial health against the fund's high standards, ensuring they are poised for sustainable growth.

• Quality Oriented Financial and ESG Criteria

  Investment selections are guided by strict quality-oriented financial and ESG criteria. This ensures the fund's investments not only hold promising financial prospects but also adhere to ethical and responsible business practices. By integrating ESG considerations, the fund aims to invest in companies that are leaders in sustainability, thereby potentially reducing risk and uncovering opportunities that might be overlooked by traditional analysis.

• Risk Mitigation through Industry Diversification

  To minimize exposure to industry-specific risks, the fund strategically spreads its investments across a variety of sectors. This diversification tactic is a cornerstone of the fund's risk management strategy, designed to stabilize returns even in volatile market conditions.

• Research-Driven Stock Selection and Portfolio Construction

  The crafting of the fund's portfolio is underpinned by a robust, research-intensive approach to stock selection. This process allows the Portfolio Manager to identify stocks that possess the qualities deemed essential for sustainable success, including financial stability, growth potential, and responsible governance. Such a deliberate and analytical method ensures that every investment decision is well-founded, with a clear focus on generating long-term value for investors.