Entities

Richard Bernstein Advisors

Richard Bernstein Advisors

Acronym
RBA
Founding Date
2009

Richard Bernstein Advisors is a leading investment advisory firm focusing on long-only, global equity, and asset allocation investment strategies. It utilizes proprietary macro indicators to assess market dynamics and then forms portfolios with the assistance of quantitative tools. RBA also offers sub-advisory services and customized, separately-managed accounts for both their equity and asset allocation strategies.

PRODUCTS


ETF SMAs

  • Conservative
  • Moderate
  • Risk-Balanced Moderate
  • Aggressive
  • All-Asset
  • Equity


Mutual Funds

  • Eaton Vance Richard Bernstein Equity Strategy Fund
  • Eaton Vance Richard Bernstein All-Asset Strategy Fund


UITs

  • Global Dividend Kings®
  • American Industrial Renaissance®
  • Quality Income Portfolio 


ETFs

  • First Trust RBA American Industrial Renaissance®
  • First Trust Strategic Income


Institutional

  • Global Equity
  • Global Tactical Asset Allocation