WHO WE ARE | OUR VALUES

Committed to our communities

Building Better Together.

A commitment to service is fundamental to our culture. Whether it is our clients, our colleagues or our communities, we have dedicated ourselves to leveraging our skills, experience and resources to make a positive impact.

Valuing Diversity & Inclusion

At NB Private Wealth, we believe delivering exceptional results for our clients begins with the strength of our people and the culture we foster. Firms thrive by embracing diversity in all its forms—whether in backgrounds, working styles, education, experiences, gender, sex or sexual orientation—because unique perspectives fuel broader insights, stronger decision-making, and new ideas. We are dedicated to building a culture that not only values but celebrates these differences, ensuring all voices are heard and appreciated. By empowering our people to thrive, we achieve more together—for our clients, colleagues, and stakeholders.

Corporate Social Responsibility

As a firm, we have always recognized the importance of being a good corporate citizen—and our Corporate Social Responsibility work is one way we demonstrate this across Neuberger Berman. Since we re-emerged as an employee-owned firm in 2010, we’ve volunteered 60,000 hours, worked with 15,000 children, served 25,000 meals and beautified hundreds of community spaces around the world.1

Physical & Mental Health

Early Childhood

Family Support

Youth Services

College Prep

Academic Support

Job Readiness

Food Security

Homelessness & Housing

Stewardship & Sustainability

As an active manager, Neuberger Berman has a long-standing belief that material environmental, social and governance (ESG) factors are important drivers of long-term investment returns from both an opportunity and a risk-mitigation perspective. We also understand that for many clients the impact of their portfolios is an important consideration in conjunction with investment performance. We consider ESG factors across our investment platform and offer a range of solutions to meet client objectives.

Fund Strategy Our Values

Inspired by your purpose

Leadership

Aligned to your purpose and investment goals

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1As of December 31, 2024

This material is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. Investing entails risks, including possible loss of principal.

Firm data, including employee and assets under management figures, reflect collective data for the various affiliated investment advisers that are subsidiaries of Neuberger Berman Group LLC (the “firm”). Firm history and timelines include the history and business expansions of all firm subsidiaries, including predecessor entities and acquisition entities. Investment professionals referenced include portfolio managers, research analysts/associates, traders, product specialists and team-dedicated economists/strategists. Any discussion of environmental, social and governance (ESG) factor and ratings are for informational purposes only and should not be relied upon as a basis for making an investment decision. ESG factors are one of many factors that may be considered when making investment decisions.

Neuberger Berman Investment Advisers LLC is a registered investment adviser. The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.

Neuberger Berman Investment Advisers LLC is a registered investment adviser and an affiliate of Neuberger Berman BD LLC, a registered broker-dealer and member FINRA/SIPC. The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.