Richard Bernstein Advisors

Richard Bernstein Advisors

Investment Management, 1251 Ave of the Americas, New York, 10020, United States, 11-50 Employees

rbadvisors.com

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Who is RICHARD BERNSTEIN ADVISORS

Richard Bernstein Advisors LLC (RBA) is an investment manager focusing on long-only, global equity and asset allocation investment strategies. The Firm manages $16.2 billion (as of June 3...

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industries-icon Industry: Investment Management

SIC SIC Code: 6282 | NAICS Code: 523930 | Show More

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Richard Bernstein Advisors Org Chart and Mapping

Richard Bernstein

CEO & Chief Investment Officer

VP-Level
Employees
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Frequently Asked Questions Regarding Richard Bernstein Advisors

Answer: Richard Bernstein Advisors's headquarters are located at 1251 Ave of the Americas, New York, 10020, United States

Answer: Richard Bernstein Advisors's phone number is +13*********

Answer: Richard Bernstein Advisors's official website is https://rbadvisors.com

Answer: Richard Bernstein Advisors's revenue is $25 Million to $50 Million

Answer: Richard Bernstein Advisors's SIC: 6282

Answer: Richard Bernstein Advisors's NAICS: 523930

Answer: Richard Bernstein Advisors has 11-50 employees

Answer: Richard Bernstein Advisors is in Investment Management

Answer: Richard Bernstein Advisors contact info: Phone number: +13********* Website: https://rbadvisors.com

Answer: Richard Bernstein Advisors LLC (RBA) is an investment manager focusing on long-only, global equity and asset allocation investment strategies. The Firm manages $16.2 billion (as of June 30, 2023) and is unique in its top-down research approach versus the traditional bottom-up style of most asset management firms. RBA utilizes proprietary macro indicators to assess market dynamics and then forms portfolios with the assistance of quantitative tools. 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. RBA offers sub-advisory services and customized, separately-managed accounts for both their equity and asset allocation strategies. The Firm distributes products through partnerships with some of the world's leading financial institutions, including Eaton Vance, where RBA sub-advises the Eaton Vance Richard Bernstein Equity Strategy Fund and Eaton Vance Richard Bernstein All-Asset Strategy Fund; UBS Wealth Management, Merrill Lynch Wealth Management, Morgan Stanley Wealth Management, Ameriprise Financial, Wells Fargo and select RIA platforms, where RBA provides clients with tailored asset-allocation models comprised of ETFs in discretionary wrap programs; and First Trust Portfolios, where RBA creates equity-income and thematic equity-oriented portfolios in a series of unit investment trusts. Additionally, the Firm manages two indexes, the RBA American Industrial Renaissance Index and the RBA Quality Income Index. RBA is the index provider for an exchange-traded fund available through First Trust Portfolios: the First Trust RBA American Industrial Renaissance ETF. RBA was founded in 2009 and is headquartered in New York City.

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