3.4.13

Richard Bernstein Advisors' AUM Surpasses $1 Billion

Richard Bernstein Advisors (RBA) announced today that their assets under management and advisement had eclipsed one billion dollars in just over two years. The firm is unique in that it combines a highly proprietary "top-down" macro approach to investing with quantitative asset selection. RBA manages portfolios geared to global asset allocation, global equity allocation, income allocation, and promising undiscovered investment themes.

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5.22.12

Richard Bernstein Advisors launches "SMRT" ETF Portfolios

Richard Bernstein Advisors (RBA) announced today that they are launching a series of ETF model strategies known as "SMRT" (Sector Model RoTation) portfolios that will combine RBA’s top-down approach and proprietary earnings and valuation analyses with First Trust Advisors’ AlphaDEX® methodology.

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3.13.12

UBS Wealth Management Americas launches the Wealth Management Research Advisory Board

Richard Bernstein, CEO of Richard Bernstein Advisors LLC (RBA), named to the UBS Wealth Management Americas Research Advisory Board.

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10.19.11

Financial Times - Turn America into a giant 'enterprise zone'

The Financial Times article by Richard Bernstein. Originally published in The Financial Times on October 19, 2011.

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10.3.11

RBA Announces Launch of Eaton Vance Richard Bernstein All Asset Strategy Fund

Eaton Vance Management, a subsidiary of Eaton Vance Corp. (NYSE: EV), today announced the launch of Eaton Vance Richard Bernstein All Asset Strategy Fund (Class A: EARAX, Class C: EARCX, Class I: EARIX), a new mutual fund that employs a macro-driven approach to investing in global markets. The portfolio manager is Richard Bernstein, Chief Executive Officer and Chief Investment Officer of the Fund's sub-adviser, Richard Bernstein Advisors LLC (RBA).

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