ETF Managed Strategies
Richard Bernstein Advisors offers a suite of global "go-anywhere," tactical portfolios for a variety of risk tolerances. These portfolios exclusively utilize ETFs to be low cost, transparent, scalable and liquid.
All of our strategies are centered around our top-down, macroeconomic research which focuses on fundamentals: corporate profits, liquidity and investor sentiment.
Global Risk-Balanced Moderate ETF Strategy
Objective: Seeks risk-adjusted long-term growth with our most flexible guardrails (+/-25%)
Inception Date: 08/01/2010
Benchmark: 50% MSCI ACWI Index; 45% Bloomberg US Aggregate Bond Index; 5% Bloomberg 1-3 month US T-Bill
Neutral Portfolio Allocations
Global Equity ETF Strategy
Objective: Seeks long-term growth using equities only
Inception Date: 08/01/2010
Benchmark: 100% MSCI ACWI Index
Neutral Portfolio Allocations
Core Plus Total Return ETF Strategy
Objective: Prioritization is total return with a secondary mandate of generating income
Inception Date: 10/23/2020
Benchmark: 100% Bloomberg US Aggregate Bond Index
Global Aggressive ETF Strategy
Objective: Seeks aggressive long-term growth
Inception Date: 08/01/2010
Benchmark: 80% MSCI ACWI Index; 15% Bloomberg US Aggregate Bond Index; 5% Bloomberg 1-3 month US T-Bill
Neutral Portfolio Allocations
Global Moderate ETF Strategy
Objective: Seeks long-term growth for moderate level of risk
Inception Date: 08/01/2010
Benchmark: 50% MSCI ACWI Index; 45% Bloomberg US Aggregate Bond Index; 5% Bloomberg 1-3 month US T-Bill
Neutral Portfolio Allocations
Global Conservative ETF Strategy
Objective: Seeks long-term growth for conservative level of risk
Inception Date: 08/01/2010
Benchmark: 20% MSCI ACWI Index; 75% Bloomberg US Aggregate Bond Index; 5% Bloomberg 1-3 month US T-Bill