Neuberger Berman Energy Transition & Infrastructure ETF (NBET)

Overview

The Neuberger Berman Energy Transition & Infrastructure ETF is designed to invest in companies involved in the global energy transition and related infrastructure. Its focus spans renewable energy sources, energy efficiency technologies, and the infrastructure necessary to support these evolving energy systems. The strategy aims to capture growth opportunities in companies facilitating the shift away from fossil fuels towards cleaner and more sustainable energy solutions.

Reputation and Reliability

Neuberger Berman is a well-established and respected global investment manager with a long history of providing a wide range of investment solutions. They have a strong reputation for research-driven investment processes and a commitment to client success.

Management Expertise

The ETF is managed by Neuberger Berman's dedicated team of investment professionals with extensive experience in equity research, portfolio management, and understanding global macroeconomic trends, particularly within the energy and infrastructure sectors.

Goal

The primary investment goal of the Neuberger Berman Energy Transition & Infrastructure ETF is to achieve long-term capital appreciation by investing in a diversified portfolio of equity securities of companies positioned to benefit from the global shift towards sustainable energy and infrastructure.

Investment Approach and Strategy

Strategy: The ETF does not aim to track a specific index. Instead, it employs an active management strategy, selecting companies based on Neuberger Berman's proprietary research and conviction in their long-term growth potential within the energy transition theme.

Composition The ETF primarily holds a diversified portfolio of global equities, focusing on companies engaged in renewable energy generation (solar, wind, hydro), energy storage, electric vehicles and infrastructure, energy efficiency technologies, and associated infrastructure development.

Market Share: Information on the specific market share of the Neuberger Berman Energy Transition & Infrastructure ETF within its niche sector is not readily available through public financial data aggregators. Market share is dynamic and dependent on overall fund flows and AUM relative to competitors.

Total Net Assets (AUM): 218000000

Key Competitors

• iShares Global Clean Energy ETF (ICLN)
• Invesco Solar ETF (TAN)
• First Trust Global Wind Energy ETF (FAN)

Competitive Landscape

The ETF industry focused on energy transition and infrastructure is highly competitive, with numerous ETFs offering exposure to various sub-sectors. The landscape is characterized by both passive index-tracking ETFs and actively managed funds. Neuberger Berman Energy Transition & Infrastructure ETF's advantages may lie in its active management approach, allowing for selective security selection and potential alpha generation. However, it faces challenges from larger, more established ETFs with broader investor recognition and potentially lower expense ratios. Its niche focus could be a disadvantage if broader market trends favor diversified clean energy exposure.

Historical Performance: Historical performance data for the Neuberger Berman Energy Transition & Infrastructure ETF over various periods is available through financial data providers. Investors should consult the latest prospectus and financial reports for up-to-date figures on one-year, three-year, and five-year returns, as well as year-to-date performance.

Benchmark Comparison: As an actively managed ETF, it does not track a specific benchmark index. Its performance is evaluated against its stated investment objective and relative to comparable actively managed funds and its underlying investment themes' performance.

Expense Ratio: 0.55

Average Trading Volume

The ETF's average trading volume is a key indicator of its liquidity, with higher volumes generally suggesting easier execution of trades at competitive prices.

Bid-Ask Spread

The bid-ask spread represents the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept, and a tighter spread generally indicates better trading liquidity.

Market Environment Factors

The ETF is influenced by global macroeconomic trends, government policies supporting renewable energy, technological advancements in clean energy, fluctuating commodity prices, and geopolitical events impacting energy security. Growth prospects for the energy transition sector are strong, driven by climate change concerns and demand for sustainable solutions.

Growth Trajectory

The Neuberger Berman Energy Transition & Infrastructure ETF aims to capitalize on the ongoing growth trajectory of the energy transition. Its strategy and holdings are likely to evolve as new technologies emerge and the energy landscape shifts, potentially leading to adjustments in its investment focus to maintain its competitive edge.

Competitive Edge

The Neuberger Berman Energy Transition & Infrastructure ETF's competitive edge stems from its active management approach, allowing its experienced team to identify compelling investment opportunities within the dynamic energy transition sector. Its focus on both the transition to new energy sources and the essential infrastructure required to support them provides a comprehensive exposure. This selective approach aims to outperform passive strategies by navigating market complexities and capitalizing on specific company growth stories, rather than simply mirroring an index.

Volatility

The ETF's historical volatility is influenced by the inherent cyclicality and sensitivity of the energy and infrastructure sectors to economic conditions, regulatory changes, and technological disruptions. Investors should review the ETF's standard deviation and beta figures for a quantitative measure.

Market Risk

The ETF is exposed to market risk, including risks associated with equity investments, sector-specific risks (e.g., regulatory changes affecting renewables, commodity price volatility), and global economic downturns. Geopolitical events impacting energy supply chains can also pose significant risks.

Ideal Investor Profile

The ideal investor for the Neuberger Berman Energy Transition & Infrastructure ETF is one with a long-term investment horizon who believes in the secular growth story of the global energy transition. They should be comfortable with equity market volatility and have a keen interest in sustainable and renewable energy solutions.

Market Risk

This ETF is best suited for long-term investors seeking to gain diversified exposure to companies at the forefront of the energy transition. It is less suitable for short-term traders or those seeking purely passive index replication.

The Neuberger Berman Energy Transition & Infrastructure ETF offers active management exposure to the growing global energy transition and infrastructure sector. It focuses on companies involved in renewables, energy efficiency, and related infrastructure, aiming for long-term capital appreciation. While Neuberger Berman's reputation is strong, the ETF operates in a competitive landscape with a moderate expense ratio. Investors should consider its active management style and the inherent risks associated with the volatile energy and infrastructure markets.

Data Sources:

• Neuberger Berman Official Website
• Financial Data Aggregators (e.g., Morningstar, ETF.com, Bloomberg)

Disclaimers:

This information is for informational purposes only and does not constitute investment advice. Performance data is historical and not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions. Market share data is an estimation and may not be entirely accurate.