Pactive® Approach to Investing
As a global macro multi-asset manager leveraging ETFs to express our views, we rely on "X-raying ETFs" to view total portfolio risk and exposures. This process allows the Investment Committee to see beneath the surface of the holdings, ensuring there are no unforeseen risks.
Rich Bernstein on The Compound and Friends
Thoughts on Global Profits
Featured Strategies
RBA offers global "go-anywhere," tactical ETF-only solutions for a range of investment objectives and risk tolerances that are all rooted in our top-down, macroeconomic research.
Our Latest Thinking
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RBA In the News
Mike Contopoulos on RiskReversal
May 30, 2025
Rich Bernstein on The Compound and Friends
May 23, 2025
Rich Bernstein on Closing Bell Overtime
May 19, 2025
Mike Contopoulos on The Close
May 19, 2025
Rich Bernstein on The Exchange
May 13, 2025
Mike Contopoulos on The Close
Apr 14, 2025
Rich Bernstein on Power Lunch
Apr 14, 2025
Mike Contopoulos on Real Yield
Apr 11, 2025
Rich Bernstein on CNBC Closing Bell Overtime
Mar 28, 2025
RBA's Unique Investing Approach
RBA’s disciplined top-down investment approach seeks to identify investment opportunities that are often unrecognized or ignored as investors tend to focus too much on yesterday’s winners.
Top–Down Approach
We conduct top-down, macroeconomic research utilizing an extensive array of indicators to assess corporate profits, liquidity, and investor sentiment/valuation. We believe the markets are driven by profit cycles, not economic cycles.
Pactive® Investing
Pactive® investing is the active management of passive investments to drive alpha from size, style, region, sector, and other factors. RBA “X-rays” ETFs, looking at the underlying holdings of each ETF, resulting in a deeper assessment of macro exposures.
Global, Go-Anywhere Portfolios
Our portfolios are global, "go-anywhere" - we can go anywhere, but don't have to be everywhere. Our strategies emphasize and de-emphasize global market segments at different times, and will avoid assets that are unfavorable.
How to Invest with RBA
Financial Advisors
RBA offers a range of actively managed, tactically driven products available at most wirehouses, TAMPS and RIA platforms.
Institutions
RBA has a suite of strategies providing solutions for complex investment challenges for Institutional Investors.
Individuals
Individuals can invest in RBA’s strategies by working with their Financial Advisor or investing in our mutual funds.