10.14.14

Index Announcement - Changes to Methodology of the Richard Bernstein Advisors American Industrial Renaissance® Index and the Richard Bernstein Advisors Quality Income Index.

The methodology changes will be effective as of the next rebalance which is scheduled for after the close of the market on October 17, 2014.

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9.2.14

Launch of Eaton Vance Richard Bernstein Market Opportunities Fund

Eaton Vance Management, a subsidiary of Eaton Vance Corp. (NYSE: EV), today announced the launch of Eaton Vance Richard Bernstein Market Opportunities Fund (Class A: ERMAX, Class C: ERMCX, Class I: ERMIX), a new mutual fund managed for total return. Richard Bernstein, Chief Executive Officer and Chief Investment Officer of the Fund’s sub-adviser, Richard Bernstein Advisors LLC (RBA), is a portfolio manager of the Fund.

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8.12.14

Redwood Selects Richard Bernstein Advisors for Global Equity Mandate

Redwood Asset Management Inc. announced the launch of the Redwood Global Equity Strategy Class and the appointment of Richard Bernstein Advisors LLC (RBA) as sub-advisor.

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5.1.14

Richard Bernstein Advisors AUM surpasses $3 Billion

Richard Bernstein Advisors LLC (RBA) announced today that assets under management and advisement hit a record $3.0 billion as of April 30, 2014. The firm began managing portfolios less than 4 years ago.

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1.16.14

Richard Bernstein Advisors names Suzanne Crosby Director of Institutional Accounts

Richard Bernstein Advisors LLC (RBA) announced today that Suzanne Crosby, Ph.D., has joined as the Director of Institutional Accounts, based in the New York, NY office. RBA is an investment firm founded by former Merrill Lynch Chief Investment Strategist Richard Bernstein and has approximately $2.3 billion of assets under management/advisement as of December 31, 2013.

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