In honor of #NationalInternDay, we’d like to give a huge shout-out to our outstanding team of interns. We’re so lucky to have all of your talent and passion at RBA this summer!
Richard Bernstein Advisors
Investment Management
New York, NY 3,787 followers
The Leaders in Pactive® Management
About us
Richard Bernstein Advisors LLC (“RBA”) is an investment manager focusing on long-only, global equity and asset allocation investment strategies. The Firm manages $14.8 billion (as of June 30, 2024) 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.
- Website
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http://www.rbadvisors.com
External link for Richard Bernstein Advisors
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 2009
Locations
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Primary
1251 Avenue of the Americas
New York, NY 10020, US
Employees at Richard Bernstein Advisors
Updates
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Dan Suzuki, CFA joins CNBC Power Lunch to discuss the impact of the upcoming election and why investors should pay attention to earnings and own the companies that drive that earnings acceleration. https://lnkd.in/dsYakzjs #marketoutlook #election #financialadvisors #earnings #cnbc
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Michael Contopoulos joined Yahoo Finance to discuss the expected Fed movements this year and the main risks in the market now. https://lnkd.in/d-FyC6-m #marketoutlook #fed #inflation #yahoofinance
What's driving the bond market right now
finance.yahoo.com
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Our interns joined Richard Bernstein at his UBS Trending interview in studio. They witnessed the production process from start to finish and had an early viewing of the interview. Watch the full interview here: https://lnkd.in/drWWybgy #marketinsights #marketoutlook #ubstrending #ubs
UBS Trending: Something's gotta give
ubs.com
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Richard Bernstein Advisors reposted this
Watch below as we explore the changing landscape of #fixedincomeETFs and how Vincent Scozzari, CFA from Richard Bernstein Advisors approaches portfolio construction. #MeetTheStreet #insights #ETFs #activeETF
Watch Now: Meet The Street with Vince Scozzari
alliancebernstein.com
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“The macro may start to take hold more later this year,” explains Dan Suzuki, CFA on Bloomberg The Close about the market movements and where to look for investment opportunities. https://lnkd.in/durJewrE #marketoutlook #financialadvisors #bloombergtv #cpi #investmentopportunities
Dan Suzuki on Market Outlook Ahead of CPI
bloomberg.com
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Isn't this time different? That is a question we keep hearing from investors as markets continue to reach all-time highs despite historically narrow leadership and warnings of another bubble driven by AI related hype. Join our quarterly webinar today at 4:15pm ET to hear Richard Bernstein share RBA's outlook for the year and address how to position portfolios given the market landscape. Register here: https://lnkd.in/eatqgUQU
Isn't this time different?
jump.rbadvisors.com
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One week away! Register for RBA's quarterly webinar on Tuesday, July 23rd at 4:15pm ET to hear Richard Bernstein's market outlook and deep dive into portfolio positioning. Click here to register: https://lnkd.in/eatqgUQU
Isn't this time different?
jump.rbadvisors.com
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“Isn’t this time different?" That is a question we keep hearing from investors as markets continue to reach all-time highs despite historically narrow leadership and warnings of another bubble driven by AI related hype. Please join Richard Bernstein on Tuesday, July 23rd at 4:15 PM ET to hear RBA’s latest macroeconomic research for the second half of 2024 and how it is reflected in our portfolio positioning. Register here: https://lnkd.in/eatqgUQU
Isn't this time different?
jump.rbadvisors.com