Neuberger Berman Unveils Total Return Bond and Growth ETFs to Enhance Investment Choices
Neuberger Berman, a prominent independent investment management firm, recently announced the launch of two new addition to its actively managed Exchange-Traded Fund (ETF) lineup: the Neuberger Berman Total Return Bond ETF (symbol: NBTR) and the Neuberger Berman Growth ETF (symbol: NBGX). This development underscores the firm's commitment to broadening its investment product offerings while meeting the evolving needs of its clients.
The Total Return Bond ETF aims to go beyond traditional fixed income strategies by employing a Core-plus fixed income portfolio model. This approach seeks to outperform market benchmarks across different cycles by leveraging multiple potential alpha sources.
Investors in the Total Return Bond ETF can expect monthly distributions of any net investment income with a competitive net expense ratio of 0.37%.
On the other hand, the Neuberger Berman Growth ETF employs a fundamentally driven large-cap equity strategy designed to capitalize on growth opportunities through a quality-centric lens.
With a net expense ratio of 0.44%, the Growth ETF provides a cost-effective avenue for investors looking to participate in the potential of high-growth companies.
Neuberger Berman not only focuses on expanding its product offerings but also remains committed to understanding the intersection of its investment expertise and client needs, particularly for ETF structures that can attract a broader investor base. The firm proudly supports its Active ETF range with robust research-backed management capabilities, marrying deep market knowledge with innovative data-driven insights.
Founded in 1939, Neuberger Berman has established itself as a leading employee-owned investment manager, overseeing $509 billion across various asset classes, including equities, fixed income, private equity, and more. With over 2,800 employees in 26 countries, the firm’s investment philosophy revolves around active management and responsible ownership. Notably, it has received recognition from the PRI as part of the Leaders Group, highlighting its exemplary practices in environmental, social, and governance (ESG) investing. Neuberger Berman has consistently been ranked among the top firms to work for in the investment management sector over the past decade. For more information, visit www.nb.com.
Investors are encouraged to review the ETFs’ investment objectives, risks, and fees in detail through the fund's prospectus before making investment decisions. While ETFs present various benefits, they are also subject to market risks that can lead to the potential loss of principal. Thus, thorough consideration and consultation with financial advisors are advisable prior to investing.
Neuberger Berman Total Return Bond ETF
The Total Return Bond ETF aims to go beyond traditional fixed income strategies by employing a Core-plus fixed income portfolio model. This approach seeks to outperform market benchmarks across different cycles by leveraging multiple potential alpha sources.
Key Features:
- - Dynamic Sector Allocations: The fund utilizes a broad spectrum of fixed income sectors, presenting opportunities beyond the limits set by conventional benchmark sectors.
- - Smart Allocation Adjustments: It avoids static overweights in lower-rated debt and emerging markets, adjusting allocations responsively based on portfolio managers’ value assessments.
- - High Conviction Selection: The ETF focuses on high-quality security selections that are expected to yield strong returns across various credit market conditions, leveraging detailed sector research and insights.
- - Active Duration Management: Interest rate and yield curve exposures are actively managed within a moderate range, typically around ±2 years of the benchmark.
- - Experienced Management Team: The portfolio management team, averaging over 25 years of experience, collaborates with sector-specialty teams to craft investment strategies based on extensive market insights from Neuberger Berman’s $200 billion fixed income platform.
Investors in the Total Return Bond ETF can expect monthly distributions of any net investment income with a competitive net expense ratio of 0.37%.
Neuberger Berman Growth ETF
On the other hand, the Neuberger Berman Growth ETF employs a fundamentally driven large-cap equity strategy designed to capitalize on growth opportunities through a quality-centric lens.
Important Aspects:
- - Proven Leadership: The investment team, led by seasoned professional Charles Kantor, boasts over 25 years of collective experience in efficiently managing client assets.
- - Dynamic Growth Investment Philosophy: This approach includes identifying high-quality, strong cash flow businesses with significant growth potential. The ETF leverages an Economic Value Added (EVA) framework that emphasizes sustainable and value-creating growth prospects.
- - Focus on Innovation: The team is dedicated to uncovering disruptive companies poised to reshape industries, selectively investing in innovative businesses that demonstrate exceptional execution, with an aim for long-term outperformance.
With a net expense ratio of 0.44%, the Growth ETF provides a cost-effective avenue for investors looking to participate in the potential of high-growth companies.
Strategic Insights and Future Outlook
Neuberger Berman not only focuses on expanding its product offerings but also remains committed to understanding the intersection of its investment expertise and client needs, particularly for ETF structures that can attract a broader investor base. The firm proudly supports its Active ETF range with robust research-backed management capabilities, marrying deep market knowledge with innovative data-driven insights.
About Neuberger Berman
Founded in 1939, Neuberger Berman has established itself as a leading employee-owned investment manager, overseeing $509 billion across various asset classes, including equities, fixed income, private equity, and more. With over 2,800 employees in 26 countries, the firm’s investment philosophy revolves around active management and responsible ownership. Notably, it has received recognition from the PRI as part of the Leaders Group, highlighting its exemplary practices in environmental, social, and governance (ESG) investing. Neuberger Berman has consistently been ranked among the top firms to work for in the investment management sector over the past decade. For more information, visit www.nb.com.
Investors are encouraged to review the ETFs’ investment objectives, risks, and fees in detail through the fund's prospectus before making investment decisions. While ETFs present various benefits, they are also subject to market risks that can lead to the potential loss of principal. Thus, thorough consideration and consultation with financial advisors are advisable prior to investing.
Topics Financial Services & Investing）
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