Neuberger Berman Rebrands Multiple Fund Names to Simplify Marketing Strategy
Neuberger Berman Investment Advisers LLC has officially announced the renaming of several funds, a strategic move aimed at simplifying their marketing and making the investment offerings clearer for clients. This name change, which is effective as of December 18, 2025, will transform the previous names by omitting "Berman" from each fund's name, reflecting a sleek, more modern branding approach.
The company’s intentions with these changes are quite straightforward: they seek to create names that are easier to identify and remember. Here’s a look at the specific funds involved and their new appellations:
Additionally, several ETFs under the Neuberger Berman family will also undergo similar changes:
These modifications reflect Neuberger Berman's ongoing commitment to clarity and client engagement, aiming to enhance the overall investor experience.
The effective date for the majority of these changes is set for December 18, 2025. Furthermore, some funds will see their name modifications further extended to February 28, 2026. This great leap in branding is not merely cosmetic but has deeper implications in terms of marketability and accessibility for investors.
The investment landscape is becoming increasingly competitive, and firms like Neuberger Berman must adapt to meet the expectations of savvy investors who favor straightforward and transparent communications regarding their investments.
Founded in 1939, Neuberger Berman has built a solid reputation as an employee-owned, independent investment management firm known for its commitment to fundamental research and active management. With over 2,900 employees across 26 countries, the firm manages assets totaling approximately $558 billion in various sectors, including equities, fixed income, private equity, real estate, and hedge funds. Their investment philosophy hinges not just on numbers, but on engaged ownership and the fundamental principles of growth.
Moreover, as a hallmark of workplace excellence, Neuberger Berman has consistently ranked high in industry surveys, even earning recognition as the #1 Best Place to Work in Money Management in 2025 by Pensions & Investments. This demonstrates the firm's dedication not only to its clients but also to fostering an inspiring work environment.
Neuberger Berman's recent decision to update the names of several funds aligns with its broader objective of enhancing communication with a growing investor base. This initiative represents a step toward simplifying consumer access to investment products while maintaining the integrity and exceptional performance they have cultivated in their nearly 85 years of existence.
For investors, these name changes serve as a reminder to revisit existing portfolios and engage with their advisors to fully understand all available options and ensure alignment with their financial goals. Neuberger Berman continues to show that it is rooted in adaptability, transparency, and a proactive approach to investor needs.
For further updates and information about all the changes, clients and interested parties can visit their comprehensive website at www.nb.com.
List of Fund Name Changes
The company’s intentions with these changes are quite straightforward: they seek to create names that are easier to identify and remember. Here’s a look at the specific funds involved and their new appellations:
- - Neuberger Berman Energy Infrastructure and Income Fund Inc. is now Neuberger Energy Infrastructure and Income Fund Inc.
- - Neuberger Berman High Yield Strategies Fund Inc. has become Neuberger High Yield Strategies Fund Inc.
- - Neuberger Berman Municipal Fund Inc. will now be known as Neuberger Municipal Fund Inc.
- - Neuberger Berman Next Generation Connectivity Fund Inc. transitions to Neuberger Next Generation Connectivity Fund Inc.
- - Neuberger Berman Real Estate Securities Income Fund Inc. is shorted to Neuberger Real Estate Securities Income Fund Inc.
Additionally, several ETFs under the Neuberger Berman family will also undergo similar changes:
- - Neuberger Berman ETF Trust will be simplified to Neuberger Berman China Equity ETF.
- - The Neuberger Berman Commodity Strategy ETF changes to Neuberger Commodity Strategy ETF.
- - The Neuberger Berman Core Equity ETF will simply be called Neuberger Core Equity ETF.
These modifications reflect Neuberger Berman's ongoing commitment to clarity and client engagement, aiming to enhance the overall investor experience.
Timing and Motivation Behind Changes
The effective date for the majority of these changes is set for December 18, 2025. Furthermore, some funds will see their name modifications further extended to February 28, 2026. This great leap in branding is not merely cosmetic but has deeper implications in terms of marketability and accessibility for investors.
The investment landscape is becoming increasingly competitive, and firms like Neuberger Berman must adapt to meet the expectations of savvy investors who favor straightforward and transparent communications regarding their investments.
The Focus on Fundamental Investment Philosophy
Founded in 1939, Neuberger Berman has built a solid reputation as an employee-owned, independent investment management firm known for its commitment to fundamental research and active management. With over 2,900 employees across 26 countries, the firm manages assets totaling approximately $558 billion in various sectors, including equities, fixed income, private equity, real estate, and hedge funds. Their investment philosophy hinges not just on numbers, but on engaged ownership and the fundamental principles of growth.
Moreover, as a hallmark of workplace excellence, Neuberger Berman has consistently ranked high in industry surveys, even earning recognition as the #1 Best Place to Work in Money Management in 2025 by Pensions & Investments. This demonstrates the firm's dedication not only to its clients but also to fostering an inspiring work environment.
Looking Ahead
Neuberger Berman's recent decision to update the names of several funds aligns with its broader objective of enhancing communication with a growing investor base. This initiative represents a step toward simplifying consumer access to investment products while maintaining the integrity and exceptional performance they have cultivated in their nearly 85 years of existence.
For investors, these name changes serve as a reminder to revisit existing portfolios and engage with their advisors to fully understand all available options and ensure alignment with their financial goals. Neuberger Berman continues to show that it is rooted in adaptability, transparency, and a proactive approach to investor needs.
For further updates and information about all the changes, clients and interested parties can visit their comprehensive website at www.nb.com.
Topics Financial Services & Investing）
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