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 $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 worlds leading financial institutions, including Eaton Vance, where RBA sub-advises the Eaton Vance Richard Bernstein Equity Strategy Fund and Eaton Van...