NAVIGATE THE NOISE WITH RBA

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

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

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