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Richard Bernstein Advisors AUM surpasses USD3bn


Assets under management at Richard Bernstein Advisors (RBA) surpassed three billion dollars as of April 30, 2014, less than four years after the firm began managing portfolios.

Richard Bernstein, RBA's CEO and CIO and the former Chief Investment Strategist at Merrill Lynch, says: “It starts with our in-house proprietary research and getting the macro and 'beta' calls right, and that has translated into solid risk-adjusted returns across our various strategies. Performance drives growth in the asset management business."

RBA is unique in that it combines a highly proprietary "top-down" macro approach to investing with quantitative security selection. RBA manages portfolios geared to global asset allocation, global equity allocation, income allocation, and undiscovered investment themes.

John McCombe, President of RBA, says: “All of our lines of business have seen significant growth – from the mutual funds we sub-advise at Eaton Vance to our UITs offered through First Trust, as well as our private client separately managed accounts. We are also now seeing interest from institutional investors, who see the value in our approach and the forward looking thinking we have exhibited since the start of the firm."

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