Joseph Amato - Neuberger Berman CEO
| NRO Fund | USD 3.82 0.02 0.53% |
Mr. Joseph V. Amato is Director of Neuberger Berman Real Estate Securities Income Fund Inc. He was President and Director, Neuberger Berman Group LLC, since 2009 President and Chief Executive Officer, NB LLC and Neuberger Berman Holdings LLC, since 2007 Chief Investment Officer and Managing Director, NB Management, since 2009 Managing Director, NBFI, since 2007 Board member of NBFI since 2006 formerly, Global Head of Asset Management of Lehman Brothers Holdings Inc.s Investment Management Division, 2006 to 2009 formerly, member of LBHIs Investment Management Divisions Executive Management Committee, 2006 to 2009 formerly, Managing Director, Lehman Brothers Inc., 2006 to 2008 formerly, Chief Recruiting and Development Officer, LBI, 2005 to 2006 formerly, Global Head of LBIs Equity Sales and a Member of its Equities Division Executive Committee, 2003 to 2005.Member of Board of Advisors, McDonough School of Business, Georgetown University, since 2001 Member of New York City Board of Advisors, Teach for America, since 2005 Trustee, Montclair Kimberley Academy, since 2007.
| Age | 57 |
| Tenure | 6 years |
| Phone | 212 476 9000 |
| Web | http://www.nb.com |
Neuberger Berman Management Performance (%)
The company has Return on Asset of 1.36 % which means that on every $100 spent on assets, it made $1.36 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 1.41 %, implying that it generated $1.41 on every 100 dollars invested. Neuberger Berman's management efficiency ratios could be used to measure how well Neuberger Berman manages its routine affairs as well as how well it operates its assets and liabilities.Similar Money Managers
| Found 4 records | One Year Return | ||
| Adam Derechin | Cohen Steers Qualityome | 56 | |
| Michael Bell | Voya Global Equity | 51 | |
| Adam Derechin | Cohen Steers Reit | 56 | |
| Michael Bell | Voya Global Advantage | 51 | |
Management Performance
| Return On Equity | 1.41 | ||||
| Return On Asset | 1.36 |
Neuberger Berman Leadership Team
Elected by the shareholders, the Neuberger Berman's board of directors comprises two types of representatives: Neuberger Berman inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Neuberger. The board's role is to monitor Neuberger Berman's management team and ensure that shareholders' interests are well served. Neuberger Berman's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Neuberger Berman's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Anthony DiBernardo, Assistant Treasurer | ||
| Anthony Maltese, Vice President | ||
| Tom Seip, Independent Chairman of the Board | ||
| Martha Goss, Independent Director | ||
| George Morriss, Independent Director | ||
| Agnes Diaz, Vice President | ||
| James Stavridis, Independent Director | ||
| Claudia Brandon, Executive Vice President Secretary | ||
| Peter Trapp, Independent Director | ||
| Josephine Marone, Assistant Secretary | ||
| Joseph Amato, Director, Member of Investment Performance Committee, CEO of NB Hooldings, CEO of NB LLC and President of NB Hooldings and President of NB LLC and Head of Neuberger Berman LLC | ||
| Sheila James, Assistant Secretary | ||
| Owen McEntee, Vice President | ||
| Corey Issing, Chief Legal Officer | ||
| Candace Straight, Independent Director | ||
| John McGovern, Principal Financial Officer, Principal Accounting Officer and Treasurer | ||
| Michael Knetter, Independent Director | ||
| Michael Cosgrove, Independent Director | ||
| Deborah McLean, Independent Director | ||
| Robert Conti, CEO and President Director, Vice Chairman of Executive Committee, Member of Closed-end Funds Committee and Member of Investment Performance Committee | ||
| Brian Kerrane, Chief Operating Officer, Vice President | ||
| Frank Rosato, Assistant Treasurer | ||
| Marc Gary, Independent Director | ||
| Savonne Ferguson, Chief Compliance Officer |
Neuberger Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right fund is not an easy task. Is Neuberger Berman a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | 1.41 | ||||
| Return On Asset | 1.36 | ||||
| Profit Margin | 34.31 % | ||||
| Operating Margin | 68.43 % | ||||
| Current Valuation | 227.51 M | ||||
| Shares Outstanding | 47.44 M | ||||
| Shares Owned By Institutions | 15.66 % | ||||
| Number Of Shares Shorted | 160.74 K | ||||
| Price To Earning | 46.64 X | ||||
| Price To Book | 0.91 X |
Pair Trading with Neuberger Berman
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Neuberger Berman position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Neuberger Berman will appreciate offsetting losses from the drop in the long position's value.Moving against Neuberger Fund
| 0.56 | JPM | JPMorgan Chase Fiscal Year End 10th of January 2025 | PairCorr |
| 0.44 | PFHCX | Pacific Funds Small | PairCorr |
| 0.44 | CVX | Chevron Corp Fiscal Year End 7th of February 2025 | PairCorr |
| 0.4 | BAC | Bank of America Fiscal Year End 10th of January 2025 | PairCorr |
The ability to find closely correlated positions to Neuberger Berman could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Neuberger Berman when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Neuberger Berman - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Neuberger Berman Re to buy it.
The correlation of Neuberger Berman is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Neuberger Berman moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Neuberger Berman moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Neuberger Berman can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Other Information on Investing in Neuberger Fund
Neuberger Berman financial ratios help investors to determine whether Neuberger Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Neuberger with respect to the benefits of owning Neuberger Berman security.
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