Investment Strategies > Sustainable Income Plus (SIP)

Sustainable Income Plus (SIP)

Thematic Growth & Income strategy with ESG integration: Focused on equities that participate in the global value chain for decarbonization including clean and renewable energy

Portfolio management team invests in a concentrated group of high-quality companies with a long-term investment horizon and an above market dividend yield
Unique collaboration between a seasoned portfolio management team and the Neuberger Berman Global Equity Research Department with oversight on ESG and sustainability factors
Team conducts in-depth proprietary research and analysis to identify companies demonstrating best-in-class leadership, balance sheet strength, ESG leadership and attractive valuation metrics
Team believes disruptive changes in decarbonization and energy evolution will drive attractive and multi-decade thematic investment opportunities

Douglas Rachlin

Senior Portfolio Manager

Ronald B. Silvestri

Paolo Frattaroli

Portfolio Manager

Dan Smith, CIPM^®, CIMA^®

Robert J. Russo

Helen Ryoo, CFA

Investment Philosophy

Investment Process

Investible Universe

Market Cap >= $750 million

Must meet defined standards of the Neuberger Berman Sustainable Exclusions Policy

2000+ stocks

Decarbonization Thematic

Clean & renewable energy opportunities in wind, solar, hydro, hydrogen, recycling, etc.

150 stocks

Refined ESG Filter

Filters remove companies with unfavorable ESG scores

Consideration given to businesses that intentionally generate positive social and environmental impact

75 stocks

Deeper Dive

Company meetings

Proprietary valuation analysis with a focus on sustainable cash flow and strong balance sheet metrics

30 stocks

Best Ideas

Holdings weighted by level of conviction to balance each stock’s risk/return potential

Aggregation of the Transition Pathway Initiative (TPI) scores to ensure portfolio compliance

15 - 25 stock portfolio

Management Team

Douglas Rachlin

Senior Portfolio Manager

39 Years of Industry Experience

28 Years with Neuberger Berman

Ronald B. Silvestri

Senior Research Analyst

33 Years of Industry Experience

20 Years with Neuberger Berman

Paolo Frattaroli

Portfolio Manager

25 Years of Industry Experience

24 Years with Neuberger Berman

Dan Smith, CIPM^®, CIMA^®

Research Analyst

23 Years of Industry Experience

18 Years with Neuberger Berman

Robert J. Russo

Portfolio Manager

21 Years of Industry Experience

20 Years with Neuberger Berman

Helen Ryoo, CFA

Portfolio Manager

28 Years of Industry Experience

6 Years with Neuberger Berman

Videos

NB Energy Transition Exchange: the Future of Liquefied Natural Gas

Paolo R. Frattaroli, Portfolio Manager of the Rachlin Group, and Ronald B. Silvestri, Senior Research Analyst and Portfolio Manager of the Rachlin Group’s Sustainable Income Plus (“SIP”) strategy, hosted a conversation discussing the future of liquefied natural gas (LNG). Joining Paolo and Ron is a featured guest, Anatol Feygin, Chief Commercial Officer of Cheniere Energy, Inc., who discussed the growing macro trends and opportunities within the LNG space.

NB Energy Transition Exchange: the Future with Clean and Renewable Energy

Paolo R. Frattaroli, Portfolio Manager of the Rachlin Group, led a discussion with Ronald B. Silvestri, Senior Research Analyst and Portfolio Manager of the Rachlin Group’s Sustainable Income Plus (“SIP”) strategy, on the macro outlook of clean energy and provided insight into the prospects and cost-competitive nature of the renewable energy landscape.