Interest in sustainable investing has significantly increased in the past decade. Morningstar estimates the number of sustainable open-ended mutual funds and exchange-traded funds nearly tripled between 2014 and 2019. However, the consideration of financially material sustainability factors is not a new phenomenon – it draws on a long history of socially responsible investing, from the faith-based investors who supported divesting from South African companies during the apartheid era in the 1980s to the large asset owners who founded the UN Principles for Responsible Investing in 2006. How can investors apply this approach in today’s landscape? What should a due diligence process look like? Are there benefits to an active and engaged approach? On this episode of Disruptive Forces, host Anu Rajakumar is joined by Daniel Hanson, Senior Portfolio Manager for our Sustainable Equity Team, to discuss his approach to long-term sustainable investing.

This communication 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. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. 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. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.

This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions.

The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.

© 2023 Neuberger Berman Group LLC. All rights reserved.