Neuberger Berman Energy Transition & Infrastructure ETF (NBET)

Overview

The Neuberger Berman Energy Transition & Infrastructure ETF (NBEL) focuses on companies involved in the energy transition and infrastructure sectors, targeting firms developing or benefiting from cleaner energy technologies, infrastructure improvements, and sustainable resource management.

Reputation and Reliability

Neuberger Berman is a well-established asset manager with a strong reputation for investment expertise and responsible investing.

Management Expertise

Neuberger Berman has a dedicated team of investment professionals with experience in infrastructure and energy transition sectors.

Goal

Seeks total return by investing in equity securities of companies that derive at least 50% of their revenue from, or have at least 50% of their assets related to, energy transition and infrastructure businesses.

Investment Approach and Strategy

Strategy: Actively managed ETF focused on identifying companies poised to benefit from the global shift towards sustainable energy and improved infrastructure.

Composition Primarily holds equity securities of companies operating in the energy transition and infrastructure sectors.

Market Share: NBEL's market share is still relatively small compared to broader infrastructure and energy ETFs.

Total Net Assets (AUM): 12230000

Key Competitors

• ICLN
• TAN
• QCLN
• GRID
• ACES

Competitive Landscape

The energy transition and infrastructure ETF market is competitive, with several established players. NBEL faces competition from broad-based clean energy ETFs, infrastructure-focused ETFs and ETFs that focus on specific segments such as solar and wind. NBEL's advantage lies in its active management approach, allowing for a more dynamic portfolio construction compared to passive index-tracking ETFs. A disadvantage is the higher expense ratio usually associated with active management and the potential for underperformance relative to the benchmark.

Historical Performance: Historical financial performance data is limited due to the ETF's relatively short history. As of Nov 8 2024, the ETF is less than 2 years old.

Benchmark Comparison: Benchmark comparison data is not readily available without a specified benchmark.

Expense Ratio: 0.55

Average Trading Volume

The average daily trading volume for NBEL is relatively low, which may affect ease of entry and exit.

Bid-Ask Spread

The bid-ask spread for NBEL can fluctuate and should be monitored to minimize trading costs.

Market Environment Factors

Economic indicators, government policies supporting renewable energy, infrastructure spending, and technological advancements in clean energy are key factors influencing NBEL.

Growth Trajectory

NBEL's growth trajectory depends on the increasing adoption of renewable energy technologies, infrastructure development initiatives, and investor interest in sustainable investing.

Competitive Edge

NBEL's competitive advantage rests on Neuberger Berman's expertise in actively managing investments within the energy transition and infrastructure sectors. The ETF's active management allows for strategic allocation towards companies with high growth potential and strong fundamentals within these sectors. It offers potential for outperformance compared to passive ETFs by capitalizing on market inefficiencies and emerging trends. NBEL's specific focus allows for deeper dives into sub-sectors within the broader energy transition and infrastructure themes.

Volatility

Due to the concentrated nature of the energy transition and infrastructure sectors, NBEL may experience higher volatility compared to broader market ETFs.

Market Risk

Specific risks include regulatory changes impacting renewable energy, technology obsolescence, commodity price fluctuations, and infrastructure project delays.

Ideal Investor Profile

The ideal investor is seeking exposure to the energy transition and infrastructure sectors and is comfortable with sector-specific risks and active management. Investors should have a long-term investment horizon and be aligned with the fund's sustainability goals.

Market Risk

NBEL may be suitable for long-term investors seeking growth potential in the energy transition and infrastructure sectors, but may not be appropriate for active traders due to lower liquidity.

The Neuberger Berman Energy Transition & Infrastructure ETF (NBEL) is an actively managed ETF focused on companies benefiting from the shift toward sustainable energy and infrastructure improvements. Its competitive advantage lies in Neuberger Berman's expertise and active management approach, though this leads to a higher expense ratio. It caters to long-term investors seeking exposure to specific trends and sustainability, however low trading volume and sector concentration result in possible volatility and risk. Potential investors must consider sector-specific risks and ensure alignment with the investment objectives and sustainability goals before investing.

Data Sources:

• Neuberger Berman Website
• ETF.com
• Yahoo Finance
• Google Finance

Disclaimers:

This analysis is based on publicly available information and is not financial advice. Investment decisions should be made after consulting with a qualified financial advisor. Data may be subject to change.