What We Offer
At RBA, our disciplined investment approach seeks to identify unique investment opportunities that are often unrecognized or ignored as uncertain investors focus on yesterday’s winners. We generate alpha by uncovering global investment styles and themes where we believe there are disparities between fundamentals and sentiment. This is very different from the traditional, bottom-up approach that seeks to generate alpha through individual security selection.
Our differentiated approach guides all of the products & strategies that we offer:
|ETF SMAs||Mutual Funds||UITs||ETFs||Institutional|
Where We're Available
RBA offers several asset allocation ETF-driven separately managed account portfolios. Each strategy is tailored to meet your clients’ risk tolerance—whether they’re risk averse (conservative strategy) or risk-taking investors (aggressive strategy). You can find our ETF SMA strategies through select broker-dealers and RIA platforms.
RBA sub-advises two mutual funds for Eaton Vance:
|Eaton Vance Richard Bernstein Equity Strategy Fund||ERBAX, ERBIX, ERBCX||A broadly diversified global equity allocation strategy that will go anywhere, but won't be everywhere|
|Eaton Vance Richard Bernstein All Asset Strategy Fund||EARAX, EIRAX, ECRAX||A broadly diversified global asset allocation strategy that employs a flexible investment approach|
Unit Investment Trusts & ETFs
RBA offers three UITs and two ETFs through First Trust:
|Richard Bernstein Advisors Quality Income Portfolio Unit Investment Trust||Seeks total return through a combination of dividend income capital appreciation using a comprehensive Quality Income strategy|
|Richard Bernstein Advisors Global Dividend Kings® Unit Investment Trust||Seeks total return through a combination of dividend income and capital appreciation|
|Richard Bernstein American Industrial Renaissance® Unit Investment Trust||Seeks above-average capital appreciation by investing in small and mid-cap US companies in the industrial and community banking sectors|
|First Trust RBA American Industrial Renaissance® ETF*||AIRR||Seeks investment results that correspond to the price and yield of an index called Richard Bernstein Advisors American Industrial Renaissance® Index|
|First Trust Strategic Income ETF**||FDIV||Seeks risk-adjusted income|
*First Trust licenses the RBA American Industrial Renaissance® Index.
**RBA acts as sub-advisor for the dividend paying equity portion only.
RBA offers two thematic indexes and one diversified, multi-asset index:
|RBA American Industrial Renaissance® Index||RBAAIRR||
The RBA American Industrial Renaissance® Index (“the Index”) intends to capture what is, in our view, a secular investment theme pertaining to companies in the U.S. small and mid-cap industrial and community banking sectors.
|RBA Quality Income® Index||RBAQI||
The RBA Quality Income Index® (“the Index”) seeks to capture companies which provide an attractive level of income while controlling the risks associated with investing in higher-yielding dividend stocks.
|RBA G5 Index||RBAEG5||
The RBA G5 Index (the “Index”) is a diversified multi-asset index that seeks to provide
RBA has two global, macro-driven investment strategies for institutional investors, Global Equity and Global Tactical Asset Allocation, both of which offer liquidity and low fees. We consider our investment process to be a combination of art and science and offer investors full transparency into all aspects of portfolio construction. We provide solutions for a variety of investors, including endowments, foundations, pension plans, high net worth individuals, and many others.
For more information on our Institutional offerings, please visit our Institutional page.
For More Information
If you would like to learn more about RBA's range of capabilities and investment solutions, please contact your regional Portfolio Specialist or reach out to: