Richard Bernstein Advisors
Richard Bernstein Advisors is a leading independent investment management firm that focuses on long-only, global equity and asset allocation investment strategies. RBA is an investment manager focusing on longer-term investment strategies that combine top-down, macroeconomic analysis and quantitatively-driven portfolio construction. The firm’s investment approach seeks to identify investment opportunities that are often unrecognized or ignored as investors tend to focus too much on yesterday’s winners. RBA’s portfolios focus on allocating assets across various countries, sectors, size, and style to generate alpha, while minimizing the security selection risk of a more concentrated portfolio.
ABOUT RBA
Richard Bernstein Advisors utilizes a unique top-down approach to investing, focusing on macro trends rather than individual stock selection.
The firm is a top-down fundamentals manager evaluating global bonds, stocks, and industries on measures of profit, liquidity, sentiment, and valuation.
RBA works with advisors to integrate up to six ETF-based SMAs into their practice, including equity-only, fixed-income only, and multi-asset portfolios.
The firm manages equity and asset allocation SMA portfolios at several of the world's leading broker dealer platforms such as Merrill Lynch, Morgan Stanley, Ameriprise, UBS and Envestnet.
As of June 30, 2024, RBA has over $14.8 billion of assets under management.
INVESTING APPROACH
Top-Down Approach.
RBA conducts top-down, macroeconomic research utilizing an extensive array of indicators to asset corporate profits, liquidity, and investor sentiment and valuation.
Pactive Investing.
Pactive investing is the active management of passive investments to drive alpha from size, style, region, sector, and other factors.
Global, Go-Anywhere Portfolios.
Their strategies emphasize and de-emphasize global market segments at different times, and will avoid assets that are unfavorable.