Neuberger Berman's Historical PRI Assessment Scores
2023 | ||
PRI Modules | Neuberger Berman | Peer Median |
Policy, Governance & Strategy* | ★★★★★ | ★★★ |
Indirect - Private Equity | ★★★★★ | ★★★ |
Direct - Listed Equity - Active Quantitative | ★★★★ | ★★★ |
Direct - Listed Equity - Active Fundamental | ★★★★ | ★★★★ |
Direct - Fixed income - SSA** | ★★★★★ | ★★★ |
Direct - Fixed income - Corporate | ★★★★★ | ★★★★ |
Direct - Fixed income - Securitized | ★★★★★ | ★★★ |
Direct - Fixed income - Private Debt | ★★★★★ | ★★★★ |
Confidence Building Measures | ★★★★★ | ★★★★ |
*Formerly Investment and Stewardship Policy. **SSA = Sovereign, Supranational and Agency.
2021 | ||
Neuberger Berman | Peer Median | |
Investment & Stewardship Policy | ★★★★★ | ★★★ |
Indirect – Manager Selection, Appointment & Monitoring | ||
Private Equity | ★★★★★ | ★★★ |
Direct & Active Ownership Modules | ||
Listed Equity - Active Quantitative - Incorporation | ★★★★★ | ★★★ |
Listed Equity - Active Fundamental - Incorporation | ★★★★★ | ★★★★ |
Listed Equity - Voting | ★★★★★ | ★★★ |
Fixed Income - SSA | ★★★★★ | ★★★ |
Fixed Income - Corporate | ★★★★★ | ★★★ |
Fixed Income - Securitised | ★★★★★ | ★★★ |
Fixed Income - Private Debt | ★★★★★ | ★★★★ |
2020 | 2019 | 2018 | ||||
Neuberger Berman | Peer Median | Neuberger Berman | Peer Median | Neuberger Berman | Peer Median | |
01. Strategy & Governance | A+ | A | A+ | A | A+ | A |
Indirect – Manager Sel., App & Mon | ||||||
07. Private Equity | A+ | A | A+ | A | A+ | C |
Direct & Active Ownership Modules | ||||||
10. Listed Equity – Incorporation | A+ | A | A+ | B | A+ | B |
11. Listed Equity – Active Ownership | A+ | B | A+ | B | A | B |
12. Fixed Income – SSA | A+ | B | A+ | B | A+ | B |
14. Fixed Income – Corporate Non-Financial | A+ | B | A+ | B | A+ | B |