Richard bernstein advisors fact sheet. Inception August 1, 2010.

Richard bernstein advisors fact sheet. S. equity, fixed income and cash) that may change over time. Richard Bernstein Advisors (RBA) Richard Bernstein Advisors (RBA) is a boutique investment manager focusing on longer-term investment strategies that combine top-down, macroeconomic analysis and quantitative portfolio construction. The performance was calculated by Richard Bernstein Advisors LLC (the “Advisor”) for the Global Equity ETF Strategy (“Strategy”) as described below. The Adviser provides the model or a substantially similar model to various platform sponsors which, as of September 30, 2022, have over 35,000 accounts and approximately $6. Our greatest resource is the expertise and experience our employees bring to RBA. The investment team uses quantitative indicators and the firm’s macro-economic analysis to recommend global equity and fixed income asset classes and several sub-asset classes and The performance was calculated by Richard Bernstein Advisors LLC (the “Advisor”) for the Core Plus Total Return ETF Strategy (“Strategy”) as described below. the Fund to Richard Bernstein Advisors LLC (RBA). Market segments chosen for emphasis or de-emphasis may vary from general market consensus views and the Richard Bernstein Advisors LLC (“RBA”) is an investment manager focusing on long-only, global equity and asset allocation investment strategies. Financial professionals are responsible for evaluating investment risks Jul 30, 2025 · The subadvisor of Eaton Vance RBA All Asset Strategy, Richard Bernstein Advisors, will be replaced by an internal Eaton Vance team effective Aug. Feb 14, 2024 · AIRR strategy First Trust RBA American Industrial Renaissance ETF (NASDAQ: AIRR) started investing operations on 3/10/2014 and tracks the Richard Bernstein Advisors American Industrial Renaissance Richard Bernstein Advisors Global Equity Strategy Global Equity Strategy Guidelines Richard Bernstein Advisors employs a macro-driven, top-down style to construct a global equity portfolio. He has over 40 years' experience RBA was founded by Richard Bernstein in 2009 and is headquartered in New York City. The Richard Bernstein Advisors American Industrial Renaissance® Index is designed to measure the performance of small and mid cap U. The investment team uses quantitative indicators and the firm’s macro-economic analysis to invest in global equity, fixed income asset classes, sub-asset classes and sectors using only US-listed ETFs. RBA is an investment manager focusing on longer-term investment strategies that combine top-down, macroeconomic analysis and quantitatively-driven portfolio construction. Market segments chosen for emphasis or de-emphasis may vary from general market consensus views and the The performance was calculated by Richard Bernstein Advisors LLC (the “Adviser”) for the Richard Bernstein Advisors Global Equity ETF Strategy (“model”) as described below. The performance was calculated by Richard Bernstein Advisors LLC (the “Advisor”) for the Global Moderate ETF Strategy (“Strategy”) as described below. Apr 30, 2024 · View info about Richard Bernstein Advisors (rbadvisors. Typical factors and indicators include: global valuations The performance was calculated by Richard Bernstein Advisors LLC (the “Advisor”) for the Global Aggressive ETF Strategy (“Strategy”) as described below. Typical factors and indicators include: global valuations; global yield curves The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. The Adviser provides the model or a substantially similar model to various platform sponsors which, as of June 30, 2022, have over 4,800 accounts and approximately $1. The Firm manages $15. That research starts with Richard Bernstein, our CEO, who is widely recognized as an expert in style investing and asset allocation. RBA partners with several firms including First Trust Portfolios LP, and currently has $16. Richard Bernstein Advisors employs a macro-driven, top-down style to construct a global equity portfolio. equity, fixed income and cash) that may change over The performance was calculated by Richard Bernstein Advisors LLC (the“Advisor”)for the Global Aggressive ETF Strategy(“Strategy”)as described below. Market segments chosen for emphasis or de-emphasis may vary from general market consensus views and the Global Equity Strategy Guidelines Richard Bernstein Advisors employs a macro-driven, top-down style to construct a global equity portfolio. These portfolios exclusively utilize ETFs to be low cost, transparent, scalable and liquid. Typical factors and indicators include: global valuations; global yield curves Effective on or about August 18, 2025, Eaton Vance Management will assume investment management responsibilities for the Eaton Vance RBA Equity Strategy Fund, replacing Richard Bernstein Advisors LLC (RBA), the Fund’s current sub-adviser. The fund is intended to provide clients with a Core ESG Global Allocation Comprehensive and Open-Archite Fundamentally-driven, with coverage across asset classes, regions, sectors and styles Managed by Richard Bernstein Advisors (RBA), leveraging 30+ years of capital markets & asset allocation expertise Learn everything about First Trust RBA American Industrial Renaissance ETF (AIRR). The performance was calculated by Richard Bernstein Advisors LLC (the “Adviser”) for the Global Equity ETF Strategy (“Strategy”) as described below. Financial professionals are responsible for evaluating investment risks The performance was calculated by Richard Bernstein Advisors LLC (the “Advisor”) for the Global Moderate ETF Strategy (“Strategy”) as described below. EVM pays RBA a portion of its investment adviser and administration Inc. To construct the index, Richard Bernstein Advisors LLC (RBA) begins with the Russell 2500™ Index and eliminates companies not focused on infrastructure, manufacturing, transportation and related Richard Bernstein Advisors Richard Bernstein Advisors LLC (RBA) is an independent investment adviser focusing on longer-term investment strategies that combine top-down, macroeconomic analysis and quantitatively-driven portfolio construction. The Richard Bernstein Advisors RBA employs a macrodriven, top-down style to construct global tactical equity and asset allocation portfolios. Typical factors and indicators include: global valuations The performance was calculated by Richard Bernstein Advisors LLC (the “Advisor”) for the Global Equity ETF Strategy (“Strategy”) as described below. Index and portfolio data herein have been supplied by outside sources, including, Richard Bernstein Advisors LLC, and are believed to be reliable as of the date indicated. IRBA About the fund ion. Strategist (2001-2006) at Merrill Lynch & Co. Global Equity Strategy Guidelines Richard Bernstein Advisors employs a macro-driven, top-down style to construct a global equity portfolio. Market segments chosen for emphasis or de-emphasis may vary from general market consensus views and the The performance was calculated by Richard Bernstein Advisors LLC (the “Advisor”) for the Global Risk Balanced Moderate ETF Strategy (“Strategy”) as described below. equity, fixed income and cash) that may change over Global Equity Strategy Guidelines Richard Bernstein Advisors employs a macro-driven, top-down style to construct a global equity portfolio. The Fund invests in equity The performance was calculated by Richard Bernstein Advisors LLC (the “Adviser”) for the Global Risk Balanced Moderate ETF Strategy (“Strategy”) as described below. Griswold is the Director of Investments at RBA (since 2010). Sep 30, 2011 · The Global Moderate ETF Strategy seeks risk-adjusted long-term growth for a moderate risk tolerance by employing a top-down style to construct a global tactical asset allocation portfolio with flexible guardrails. Sep 30, 2011 · RBA is an investment manager focusing on longer-term investment strategies that combine top-down, macroeconomic analysis and quantitatively-driven portfolio construction. companies in the industrial and community banking sectors. com. Market segments chosen for emphasis or de-emphasis may vary from general market consensus views and the The performance was calculated by Richard Bernstein Advisors LLC (the “Advisor”) for the Global Equity ETF Strategy (“Strategy”) as described below. Market segments chosen for emphasis or de-emphasis may vary from general market consensus views and the The performance was calculated by Richard Bernstein Advisors LLC (the “Advisor”) for the Global Moderate ETF Strategy (“Strategy”) as described below. RBA’s competitive edge is our research-driven macro style of investing. e. CONTACT Get in touch Richard Bernstein Advisors 1251 Avenue of the Americas Suite 4102 New York, NY 10020 212-692-4088 The performance was calculated by Richard Bernstein Advisors LLC (the“Advisor”)for the Global Aggressive ETF Strategy(“Strategy”)as described below. The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. About Richard Bernstein Advisors in Advisors LLC is an investment manager. Typical factors and indicators include: global valuations; global yield curves Richard Bernstein Advisors 1251 Avenue of the Americas, Suite 4102 NY, New York 10020 Investment Policy The Fund seeks investment results that correspond to the price and yield of the Richard Bernstein Advisors American Industrial Renaissance Index. Aug 7, 2025 · Investment Objective/Strategy - The First Trust RBA Deglobalization ETF (the "Fund") seeks investment results that correspond generally to the price and yield (before the Fund's fees and expenses) of an index called the Richard Bernstein Advisors US Deglobalization Index (the "Index"). 7 billion (as of 12/31/2021) and is unique in its “top-down” research approach versus the traditional “bottom up” style of most asset management firms. Fund Sub-Advisors Richard Bernstein Advisors LLC ies. Under normal circumstances, the Fund will invest at least 80% of its net assets (plus any borrowings for Effective on or about August 18, 2025, Eaton Vance Management will assume investment management responsibilities for the Eaton Vance RBA Equity Strategy Fund, replacing Richard Bernstein Advisors LLC (RBA), the Fund’s current sub-adviser. Richard Bernstein Advisors employs a macro-driven, top-down style to construct a global tactical asset allocation portfolio. The performance was calculated by Richard Bernstein Advisors LLC (the “Advisor”) for the Global Risk Balanced Moderate ETF Strategy (“Strategy”) as described below. 1 billion invested based on the model Richard Bernstein Global Allocation ETF Portfolios (“Portfolios”) and has engaged Richard Bernstein Advisors LLC ("Richard Bernstein Advisors" or "RBA") as the portfolio strategist (“Portfolio Strategist”). This material is a general Global Equity Strategy Guidelines Richard Bernstein Advisors employs a macro-driven, top-down style to construct a global equity portfolio. RBA utilizes proprietary macro indicators to assess market dynamics and then forms portfolios with the The performance was calculated by Richard Bernstein Advisors LLC (the “Advisor”) for the Global Risk Balanced Moderate ETF Strategy (“Strategy”) as described below. equity, fixed income and cash) that may change over The performance was calculated by Richard Bernstein Advisors LLC (the “Advisor”) for the Global Equity ETF Strategy (“Strategy”) as described below. As the Portfolio Strategist, RBA constructs and monitors the Portfolios. 18, 2025. Model performance information included in this Profile is as of current quarter-end and subject to change. The new team also employs a The performance was calculated by Richard Bernstein Advisors LLC (the“Advisor”)for the Global Aggressive ETF Strategy(“Strategy”)as described below. The firm is unique in its “top-down” research approach versus the traditional “bottom up” style of most asset managment firms. Inception August 1, 2010. , equity and cash) that may change over time. The performance was calculated by Richard Bernstein Advisors LLC (the “Adviser”) for the Richard Bernstein Advisors Global Risk-Balanced Moderate ETF Strategy (“model”) as described below. Oct 20, 2020 · 1 Institutional Investor rankings relate to Richard Bernstein personally, and not to Richard Bernstein Advisors LLC. May 9, 2025 · The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. equity and cash) that may change over time. Typical factors and indicators include: global valuations The performance was calculated by Richard Bernstein Advisors LLC (the “Advisor”) for the Global Risk Balanced Moderate ETF Strategy (“Strategy”) as described below. Oct 31, 2010 · Richard Bernstein Advisors offers a suite of global "go-anywhere," tactical portfolios for a variety of risk tolerances. The Fund was founded in 2008, with Richard Bernstein as Investment Adviser. He has over 40 years' experience Nov 25, 2024 · The Richard Bernstein Advisors American Industrial Renaissance Index is measures the performance of small and mid cap US companies in the industrial and community banking sectors. Richard Bernstein is the CEO and CIO (Chief Investment Officer) of Richard Bernstein Advisors (RBA), which he founded in 2009. Prior to RBA, Mr. Index and portfolio data herein have been supplied by outside sources, including, Richard Bernstein Advisors LLC, and are believed to be reliable as of the date indicated. As CIO, Mr. Bernstein was named to Institutional Investor’s “All-America Research Team” from 1991 through 2008, including a top-ranking in Equity Derivatives, Portfolio Strategy and Quantitative Research in 1995 through 2004. , equity, fixed income and cash) that may change over time. We strive to be the leading provider of innovative investment solutions for investors, and our competitive edge is our research-driven macro style of The performance was calculated by Richard Bernstein Advisors LLC (the “Advisor”) for the Global Risk Balanced Moderate ETF Strategy (“Strategy”) as described below. Bernstein founded Richard Bernstein Advisors LLC (RBA) in 2009. 8 billion invested based Richard Bernstein Advisors employs a macro-driven, top-down style to construct a global tactical asset allocation portfolio. Mr. Bernstein oversees the firm’s Investment Committee which manages multi-asset, global equity, and fixed income ETF strategies for financial advisors and institutions. RBA does not have discretionary authority or control to recommend, purchase or sell securities or make other Global Equity Strategy Guidelines Richard Bernstein Advisors employs a macro-driven, top-down style to construct a global equity portfolio. Please refer to the Fund’s prospectus supplement for more information about this and other corresponding changes. The investment team uses quantitative indicators and the firm’s macro-economic analysis to recommend global equity and fixed income asset classes and several sub-asset classes and sectors. Source: Richard Bernstein Advisors LLC, Bloomberg, Morningstar. , a wholly-owned subsidiary of Morgan Stanley. Free ratings, analyses, holdings, benchmarks, quotes, and news. The Adviser provides the model or a substantially similar model to various platform sponsors which, as of September 30, 2022, have over 5,200 accounts and approximately $1. Bernstein was Chief Investment Strategist (2006-2009) and Chief U. According to Trustnet, over three years, the Fund is the best performing within 4 days ago · Latest First Trust RBA Amer Industrial Renaissance ETF (AIRR*:MEX) share price with interactive charts, historical prices, comparative analysis, forecasts, business profile and more. Financial professionals are responsible for evaluating investment risks Richard Bernstein Advisors employs a macro-driven, top-down style to construct a global tactical asset allocation portfolio. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Investment Process Richard Bernstein Advisors employs a macro-driven, top-down style to construct a global tactical asset allocation portfolio. The investment team uses quantitative indicators and the firm’s macro-economic analysis to invest in global equity market segments at diferent times. Jun 24, 2024 · The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Richard Bernstein Advisors American Industrial The performance was calculated by Richard Bernstein Advisors LLC (the “Advisor”) for the Global Equity ETF Strategy (“Strategy”) as described below. Richard Bernstein Advisors offers a suite of global "go-anywhere," tactical portfolios for a variety of risk tolerances. Our team brings decades of combined experience in the investment industry. ⯈ Strategic policy guidelines are in place to provide an additional layer of Sep 5, 2025 · Analyze the Fund Eaton Vance RBA Equity Strategy Fund Class A having Symbol ERBAX for type mutual-funds and perform research on other mutual funds. Fund Summary for The performance was calculated by Richard Bernstein Advisors LLC (the “Advisor”) for the Core Plus Total Return ETF Strategy (“Strategy”) as described below. Sep 8, 2015 · Welcome Crystal Amber Fund Ltd (CRS) is an AIM-listed activist fund investing predominantly in small and mid-cap UK equities where it identifies opportunities to enhance long-term shareholder value through active engagement with companies. equity, fixed income and cash) that may change over The performance was calculated by Richard Bernstein Advisors LLC (the “Advisor”) for the Global Risk Balanced Moderate ETF Strategy (“Strategy”) as described below. The performance was calculated by Richard Bernstein Advisors LLC (the “Advisor”) for the Global Conservative ETF Strategy (“Strategy”) as described below. For investment minimums, please contact your financial advisor. 7 billion (as of 12/31/2021) and is distinctive in its “top-down” research approach versus the traditional “bottom up” style of most asset management f Richard Bernstein Matthew Griswold Dan Suzuki RBA was founded by Richard Bernstein in 2009 and is headquartered in New York City. TheStrategy’sasset allocation recommendations are subject to guideline allocation limitations at the major asset class level (i. With over 30 years of experience in the industry, Mr. Strategy Richard Bernstein Advisors employs a macro-driven, top-down style to construct a global tactical asset allocation portfolio. Richard Bernstein All Asset ETF Portfolio | Ameriprise FinancialView PDF The performance was calculated by Richard Bernstein Advisors LLC (the “Advisor”) for the Global Equity ETF Strategy (“Strategy”) as described below. fixed income and cash) that may change over time. The Richard Bernstein Advisors American Industrial Renaissance Index is measures the performance of small and mid cap US companies in the industrial and community banking sectors. Typical factors and indicators include: global valuations; global yield Richard Bernstein Advisors employs a macro-driven, top-down style to construct a global tactical asset allocation portfolio. The Strategy’s asset allocation recommendations are subject to guideline allocation limitations at the major asset class level (i. Financial professionals are responsible for evaluating investment risks Global Equity Strategy Guidelines Richard Bernstein Advisors employs a macro-driven, top-down style to construct a global equity portfolio. RBA was founded by Richard Bernstein in 2009 and is headquartered in New York City. Our top-down macro, research-driven approach differentiates our firm from the more common, traditional bottom-up approach of most asset managers. Market segments chosen for emphasis or de-emphasis may vary from general market consensus views and the Seeks above-average capital appreciation by investing in small and mid-cap US companies in the industrial and community banking sectors Richard Bernstein Advisors Global Dividend Kings®, Unit Investment Trust Seeks total return through a combination of dividend income and capital appreciation Investment Process Richard Bernstein Advisors employs a macro-driven, top-down style to construct a global tactical asset allocation portfolio. All of our strategies are centered around our top-down, macroeconomic research which focuses on fundamentals: corporate profits, liquidity and investor sentiment. The performance was calculated by Richard Bernstein Advisors LLC (the “Advisor”) for the Global Aggressive ETF Strategy (“Strategy”) as described below. Financial professionals are responsible for evaluating investment risks ⯈ Prioritization is total return with a secondary mandate of generating income. As a firm, we value individuality, creativity and contributions from everyone regardless of experience level. Richard Bernstein Advisors is a company located in New York, NY, United States. Jun 30, 2025 · Our top-down macro, research-driven approach differentiates our firm from the more common, traditional bottom-up approach of most asset managers. 0 billion invested based on The performance was calculated by Richard Bernstein Advisors LLC (the “Advisor”) for the Global Risk Balanced Moderate ETF Strategy (“Strategy”) as described below. He has over 40 years' experience on Wall Street, including most recently as the Chief Investment Strategist at Parent: RICHARD BERNSTEIN ADVISORS LLC 1251 Avenue Of The Americas Suite 4102, New York, NY, 10020, United States Home RICHARD BERNSTEIN ADVISORS LLC Portfolio strategists (Newton Investment Management North America, LLC and Richard Bernstein Advisors) construct investment strategies and provide investment and asset allocation recommendations to Ameriprise Financial. ⯈ Managing within risk parameters will be a focus of our approach. Facts and Insights Richard Bernstein Advisors LLC was founded in 2009 by renowned financial expert Richard Bernstein. Sep 11, 2025 · Links to appearances and articles by employees of Richard Bernstein Advisors, whether in the press, on television or otherwise, are provided for informational purposes only and in no way should be considered a recommendation of any particular investment product, vehicle, service or instrument or the rendering of investment advice, which must The performance was calculated by Richard Bernstein Advisors LLC (the “Adviser”) for the Global Risk Balanced Moderate ETF Strategy (“Strategy”) as described below. The performance was calculated by Richard Bernstein Advisors LLC (the “Advisor”) for the Core Plus Total Return ETF Strategy (“Strategy”) as described below. In his role as CIO, Rich oversees RBA’s Investment Committee, which manages all of the firm’s investments, and performs executive management functions as CEO. Richard Bernstein Advisors (RBA) is an independent investment advisor focusing on long-only, global equity and asset allocation investment strategies. A much-noted expert on style investing and asset allocation, Mr Jan 28, 2025 · Mr. 1Supplemental information based on hypothetical model performance returns, gross of fees. This material is a general The subadvisor of Eaton Vance RBA All Asset Strategy, Richard Bernstein Advisors, will be replaced by an internal Eaton Vance team effective Aug. He has over 40 years' experience The performance was calculated by Richard Bernstein Advisors LLC (the “Advisor”) for the Global Equity ETF Strategy (“Strategy”) as described below. . Bernstein was inducted into Institutional Investor Sep 11, 2025 · Links to appearances and articles by employees of Richard Bernstein Advisors, whether in the press, on television or otherwise, are provided for informational purposes only and in no way should be considered a recommendation of any particular investment product, vehicle, service or instrument or the rendering of investment advice, which must The performance was calculated by Richard Bernstein Advisors LLC (the “Advisor”) for the Global Risk Balanced Moderate ETF Strategy (“Strategy”) as described below. That research starts with Richard Bernstein, our CEO & CIO, who is widely recognized as an Global Equity Strategy Guidelines Richard Bernstein Advisors employs a macro-driven, top-down style to construct a global equity portfolio. Jun 30, 2025 · RBA is an investment manager focusing on longer-term investment strategies that combine top-down, macroeconomic analysis and quantitatively-driven portfolio construction. com). Learn more about mutual funds at fidelity. 5 days ago · Investment Policy The Fund seeks investment results that correspond to the price and yield of the Richard Bernstein Advisors American Industrial Renaissance Index. ⯈ Over time, and under normal market conditions, the portfolio should consistently be invested in a mix of quality/maturity/asset classes to pursue our objective. Bernstein has been recognized as one of the top financial advisors in the country. The Adviser provides the model or a substantially similar model to various platform sponsors which, as of March 31, 2022, have over 33,000 accounts and approximately $8. Financial professionals are responsible for evaluating investment risks RBA is an investment manager focusing on longer-term investment strategies that combine top-down, macroeconomic analysis and quantitatively-driven portfolio construction. Find employees, official website, emails, phone numbers, revenue, employee headcount, social accounts, and anything related to Richard Bernstein Advisors. 6 billion collectively under manage The performance was calculated by Richard Bernstein Advisors LLC (the “Advisor”) for the Global Risk Balanced Moderate ETF Strategy (“Strategy”) as described below. Richard Bernstein is the CEO and CIOof Richard Bernstein Advisors LLC. Apr 1, 2025 · The Richard Bernstein Advisors American Industrial Renaissance Index is measures the performance of small and mid cap US companies in the industrial and community banking sectors. Apr 30, 2025 · The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. 2 billion million invested based on the model. equity, fixed income and cash) that may change over Richard Bernstein Advisors Richard Bernstein Advisors LLC (“RBA”) is an investment manager focusing on long-only, global equity and asset allocation investment strategies. The investment adviser and administration fee paid by the Fund is reduced by an amount equal to its pro-rata share of the advisory and administration fees paid by th. Dec 23, 2020 · Core Plus Total Return ETF Strategy - “Go-anywhere” ETF-based fixed income allocation strategy that invests across fixed income market segments. The Strategy has an inception date of The performance was calculated by Richard Bernstein Advisors LLC (the“Adviser”)for the Richard Bernstein Advisors Global Equity ETF Strategy(“model”) as described below. hkwfr lhjbw gkzvzb owpkob eulohne vpninsjm tqzhd hhxj fer rjukv