|Institutional Product||Institutional Product||
Asset allocation expertise for Institutional Investors
At RBA, our disciplined investment approach seeks to identify unique investment opportunities that are often unrecognized or ignored as uncertain investors focus on yesterday’s winners. We generate alpha by uncovering global investment styles and themes where we believe there are disparities between fundamentals and sentiment. This is very different from the traditional, bottom-up approach that seeks to generate alpha through individual security selection. The origins of our investment philosophy date back to the seminal research we conducted on style investing more than twenty years ago. Our expertise lies in combining our proprietary, macroeconomic research with quantitative analysis to determine cyclical and secular investment themes, aiming to provide superior, risk-adjusted returns. Analysis of global profit cycles is a core component of our strategies. Examples of market segments we may favor at various points in the cycle are illustrated below.
Investors we Serve
For more information, contact Hamersley Partners* at (781) 235-3235 or email them at email@example.com.
*Hamersley Partners is a third party firm that represents RBA for its institutional business. Hamersley Partners is not an affiliate of Richard Bernstein Advisors.
|Product Overview||Product Overview||
What We Offer
At RBA, our disciplined investment approach seeks to identify unique investment opportunities that are often unrecognized or ignored as uncertain investors focus on yesterday’s winners. We generate alpha by uncovering global investment styles and themes where we believe there are disparities between fundamentals and sentiment. This is very different from the traditional, bottom-up approach that seeks to generate alpha through individual security selection.
Our differentiated approach guides all of the products & strategies that we offer:
Where We're Available
RBA offers several asset allocation ETF-driven separately managed account portfolios. Each strategy is tailored to meet your clients’ risk tolerance—whether they’re risk averse (conservative strategy) or risk-taking investors (aggressive strategy). You can find our ETF SMA strategies through select broker-dealers and RIA platforms:
Learn more about our ETF SMA offerings here.
RBA sub-advises two mutual funds for Eaton Vance:
Unit Investment Trusts & ETFs
RBA offers three UITs and two ETFs through First Trust:
*First Trust licenses the RBA American Industrial Renaissance® Index.
**RBA acts as sub-advisor for the dividend paying equity portion only.
RBA has two global, macro-driven investment strategies for institutional investors, Global Equity and Global Tactical Asset Allocation, both of which offer liquidity and low fees. We consider our investment process to be a combination of art and science and offer investors full transparency into all aspects of portfolio construction. We provide solutions for a variety of investors, including endowments, foundations, pension plans, high net worth individuals, and many others.
For more information on our Institutional offerings, please visit our Institutional page.
For More Information
If you would like to learn more about RBA's range of capabilities and investment solutions, please contact your regional Portfolio Specialist or reach out to:
|ETF Managed Portfolios||ETF Managed Portfolios||
Richard Bernstein Advisors employs a macro-driven, top-down style to construct a suite of global dynamic asset allocation portfolios. The investment team uses quantitative indicators and the firm’s macro-economic analysis to invest in global equity and fixed income asset classes and several sub-asset classes and sectors using only US listed ETFs. Typical broad macro-economic factors and indicators include: global valuations; global yield curves; asset class, regional, and country correlations; profit cycle analyses, style and sector rotation; earnings analysis; investor sentiment and other factors.
RBA offers several asset allocation ETF-driven separately managed account portfolios through select broker-dealers and RIA platforms.
For more information please contact us at 212-692-4088 or email us at firstname.lastname@example.org
Asset allocation and implementation decisions are made by the investment committee led by Richard Bernstein. Exposures among asset classes will be based on the team’s assessment of proprietary and non-proprietary quantitative indicators, and the firm’s macro-economic analysis. After assessing numerous models and indicators, the final allocation decisions* are made by the team.
Structural asset correlations are an integral part of RBA’s diversification strategy. These tend to be longer term in nature, and thus less affected by short-term market volatility and fluctuations. RBA also seeks to balance portfolio risk with investment themes and opportunities not yet fully recognized by the market.
Shorter-term tactical strategies, 12 - 18 months, are formulated within the framework of the firm’s core concepts of long-term asset allocation. The team makes tactical allocations based on market mis-pricings relative to changes in the global economy, geopolitics and corporate profits. The strategic allocation is based on a each strategy's long-term neutral policy.
These strategies have the ability to invest in any global asset class - essentially “go anywhere” strategies and can invest in any sector, market cap, duration, credit, style or country/region. Individual ETF selection to implement the asset allocation decisions will be based on quantitative screening, risk-analysis and qualitative review.
Annual turnover is typically expected to be 50% or less, except in cases of unusual economic or market volatility, which could increase turnover.
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|Richard Bernstein||Richard Bernstein||
Chief Executive Officer
Richard Bernstein is the chief executive officer and chief investment officer of Richard Bernstein Advisors LLC.
Mr. Bernstein founded Richard Bernstein Advisors LLC (RBA) in 2009. The firm utilizes a unique top-down approach to investing, focusing on macro trends rather than individual stock selection. Mr. Bernstein has over 30 years' experience on Wall Street, most recently as the Chief Investment Strategist at Merrill Lynch & Co. Prior to joining Merrill Lynch in 1988, he held positions at E.F. Hutton and Chase Econometrics/IDC.
A much-noted expert on equity, style and asset allocation, Mr. Bernstein was voted to Institutional Investor magazine's annual "All-America Research Team" eighteen times, and is one of only forty-nine analysts inducted into the Institutional Investor "Hall of Fame". He was also twice named to both Fortune magazine's "All-Star Analysts" and to Smart Money magazine's "Power 30", and was a member of Registered Rep's "Ten to Watch" for 2012. His book "Style Investing: Unique Insight into Equity Management" is widely viewed as the seminal book on style-oriented investment strategies. He donates the profits from that and his other book, "Navigate the Noise: Investing in the New Age of Media and Hype", to charity.
Mr. Bernstein is co-chair of the Alfred P. Sloan Foundation endowment's Investment Committee (~$1.8 billion) and sits on the Hamilton College endowment's Investment Committee (~$700 million); he is a trustee of both institutions. He is also an Adjunct Professor of Finance at the NYU/Stern Graduate School of Business, and is a member of the Journal of Portfolio Management's Advisory Committee.
Rich holds an MBA in finance, with Beta Gamma Sigma distinction, from New York University, and a BA in economics from Hamilton College. He has lectured on finance and economics at numerous colleges, universities and professional forums.
|Our People||Our People|
|Contact Us||Contact Us||
120 West 45th Street, Fl 36
For more information about our investment products please contact:
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