Jordan Rosen's Contact Details

Jordan Rosen's Company Details

Richard Bernstein Advisors

New York, NY, US • 50 - 99 Employees
Investment Bank/Securities Brokerage

Richard Bernstein Advisors LLC ("RBA") is an investment manager focusing on long-only, global equity and asset allocation investment strategies. The Firm manages $15.7 billion (as of December 31, 2021) 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.