ESG rankings help Neuberger Berman pinpoint undervalued EM debt

Rob Drijkoningen is one of the best-performing EM debt managers of his peer group. The way he picks alpha-generating debt securities in emerging markets is to put equal weight on ESG scores and hard financial data. AMWatch talked to him about this approach at the Nordic Investment Forum.

Neuberger Beuman's Rob Drijkoningen has 28 years of experience in the financial sector, and he has worked at firms such as Nomura, Goldman Sachs and ING Investment Management. | Photo: Jan Bjarke Mindegaard

by SØREN RATHLOU TOP

In the five years to May this year, US-based asset manager Neuberger Berman's fund EM Debt Hard Currency generated a return of 27.2 percent, measured in USD, according to data from financial news service Citywire. By contrast, the average manager delivered a return on 10.3 percent in the same time span.

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ESG rankings help Neuberger Berman pinpoint undervalued EM debt

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LGT report: Time to raise ESG bar for European PE-managers

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Front page now

Bonde was losing support at Alecta prior to departure, Swedish daily reports

Castellum's Danish country manager to join Norwegian pension investor

Impact pioneer eyes investor appetite for a food revolution

Two Danish pension funds first in the world to receive approval from climate initiative

Alecta’s chair resigns from board of the troubled Swedish pension giant

Storebrand maintains its first municipal pension deal

BankInvest's two alternative funds in negative territory

Finnish pension fund CEOs propose higher risk to overcome demographics

S-Bank's head of WM moves to bigger role and asset volumes at OP

Mandatum set to debut in Helsinki in biggest listing since 2005

Polaris welcomed into new territory: "There is a huge need for capital"

AP2 teams up with think tank to identify deforestation exposure in global portfolios

Further reading

Impact pioneer eyes investor appetite for a food revolution

Two Danish pension funds first in the world to receive approval from climate initiative

Alecta’s chair resigns from board of the troubled Swedish pension giant

Startup investor with Nordic roots expands into Finland, kicks off new fund

BankInvest's two alternative funds in negative territory

BlackRock: High number of US investors plan to increase allocation to green transition

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