Jonathan Bailey, CFA
Global Head of Stewardship and Sustainable Investing
Managing Director
New York
Biography
18
Years of Industry Experience
7
Years with Neuberger Berman
Jonathan Bailey, Jonathan Bailey, CFA, Managing Director, is the Global Head of Stewardship and Sustainable Investing at Neuberger Berman. Jonathan joined the firm in 2017 and has overall responsibility for how financially material environmental, social and governance factors are considered in investment processes and engagement activities. He also oversees the firm’s approach to sustainable and impact investing across asset classes. He leads the firm’s Stewardship and Sustainable Investing Group and works with portfolio managers and analysts across the firm's equities, fixed income and private investment portfolios. The team enhance existing strategies and launch new sustainable and impact investing strategies. Jonathan chairs the firm's Stewardship and Sustainable Investing Committee, and is a member of both the firm's Governance and Proxy Voting Committee and its Partnership Committee. Jonathan spent the bulk of his prior career at McKinsey & Co where he was an Associate Partner working with asset owners and asset managers on investment strategy and sustainable investing topics. Jonathan has also worked for Generation Investment Management, the sustainable investment firm co-founded by former Vice President Al Gore, and as a governance advisor for former British Prime Minister Tony Blair. Jonathan holds an MBA (with high distinction) from Harvard Business School, an MPP from the Harvard Kennedy School of Government, and an MA (Oxon) from the University of Oxford. He has been awarded the Chartered Financial Analyst designation. Jonathan is a Board member of Instiglio, a developing market social impact bond advisory non-profit.