LinkedIn Profile

Access Richard Bernstein Advisors historical Linkedin company profile data on number of followers, employee headcount and more
Ticker Symbol Entity Name As Of Date Company Name Followers Employees on Linkedin Link Industry Date Added Date Updated Description Website Specialities Logo HQ.Street HQ.City HQ.State HQ.Country HQ.Postal GICS Sector GICS Industry
private:richardbernsteinadvisors-2 1376322 May 31st, 2019 12:00AM Richard Bernstein Advisors 970 23.00 Open Investment Management May 31st, 2019 11:38AM May 31st, 2019 11:38AM Richard Bernstein Advisors LLC (“RBA”) is an investment manager focusing on long-only, global equity and asset allocation investment strategies. The Firm manages over $9.3 billion (as of March 31, 2019) 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. Open Open 120 West 45th Street, 36th Floor New York New York US 10036
private:richardbernsteinadvisors-2 1376322 Nov 7th, 2017 12:00AM Richard Bernstein Advisors 446 22.00 Open Investment Management Nov 7th, 2017 05:05PM Nov 7th, 2017 05:05PM 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. We strive to be the leading provider of innovative investment solutions for investors, and our competitive edge is our research-driven macro style of investing. That research starts with Richard Bernstein, our CEO, who is widely recognized as an expert in style investing and asset allocation. He has over 35 years'​ experience on Wall Street, including most recently as the Chief Investment Strategist at Merrill Lynch & Co. He is a much-noted expert on equity, style and asset allocation, and was voted to Institutional Investor magazine's annual "All-America Research Team"​ 18 times, including ten as the top-ranked analyst in his category. Mr. Bernstein's book "Style Investing – Unique Insight into Equity Management"​ is widely viewed as the seminal book on style-oriented investment strategies. Our top-down macro approach differentiates our firm from the more common, traditional bottom-up approach of most asset managers. Our extensive array of macro indicators allows us to construct portfolios for clients that are innovative, risk-controlled, and focused on overall portfolio construction instead of individual stock selection. RBA was founded in 2009 and is headquartered in New York City.
private:richardbernsteinadvisors-2 1376322 Nov 1st, 2017 12:00AM Richard Bernstein Advisors 441 22.00 Open Investment Management Nov 1st, 2017 04:48AM Nov 1st, 2017 04:48AM 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. We strive to be the leading provider of innovative investment solutions for investors, and our competitive edge is our research-driven macro style of investing. That research starts with Richard Bernstein, our CEO, who is widely recognized as an expert in style investing and asset allocation. He has over 35 years'​ experience on Wall Street, including most recently as the Chief Investment Strategist at Merrill Lynch & Co. He is a much-noted expert on equity, style and asset allocation, and was voted to Institutional Investor magazine's annual "All-America Research Team"​ 18 times, including ten as the top-ranked analyst in his category. Mr. Bernstein's book "Style Investing – Unique Insight into Equity Management"​ is widely viewed as the seminal book on style-oriented investment strategies. Our top-down macro approach differentiates our firm from the more common, traditional bottom-up approach of most asset managers. Our extensive array of macro indicators allows us to construct portfolios for clients that are innovative, risk-controlled, and focused on overall portfolio construction instead of individual stock selection. RBA was founded in 2009 and is headquartered in New York City.

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