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iMGP Funds

The data and information featured on this web site are provided free of charge and solely for information purposes. The information contained herein constitutes neither an offer to purchase nor a solicitation to sell and may not be construed as an investment recommendation on the part of iM Global Partner Asset Management or other entities of the group iM Global Partner, its affiliates, managers, officers, or employees (hereafter « iMGP ») and has no legal or contractual value. Furthermore, any reference to a specific security in any published material is included by way of illustrative example and should not be construed as a recommendation to purchase, hold or sell such a security nor does it in any manner constitute the provision of investment advice in relation to same. The iMGP Sicav ( hereafter « iMGP » or « iMGP Funds » or « Fund ») has not taken any measures to adapt to each individual investor who remains responsible for his own independent decisions. Any investment in the funds presented on the web site must be made in conformity with the related legal documentation in force (prospectus, Key Investor Information Documents), as approved, where applicable, by the regulatory authority in your country. iMGP Funds is an open-ended umbrella investment company established and regulated in Luxembourg. The iMGP Sicav is not open to citizens or residents of the USA or to any other party deemed to be a US person. iMGP Funds’ current Prospectus and Key Investor Information Document, by –laws and the Annual and Half Yearly Reports of the Fund can be obtained on this website or from the iMGP offices at 5, Allée Scheffer, L-2520 Luxembourg or from the Agents and Representatives listed on this website for the specific jurisdictions where iMGP Funds are registered and this marketing document is intended for use only in those specific jurisdictions. Investors are advised that they should consult the Prospectus before seeking to subscribe. Moreover, investors are also advised to consult their legal, financial or tax advisors before taking any investment decisions.

Investors are reminded that past performance is not an indicator of future returns, nor does it guarantee future profits, and that they risk, in some cases, losing all or part of the amount initially invested. An investment may increase or decrease by virtue, in particular, of market fluctuations and exchange rate variations in the currency in which the Sub-fund is invested where this differs from the currency of the shareholder.

Disclosure in respect of iM Global Partner Asset Management

Any reference to iM Global Partner Asset Management (« iMGP AM ») or iM Global Partner (« iMGP ») in the material published on this website should be construed as being a reference to one or more of the legal entities, listed below, dependent on the particular jurisdiction in which it is being accessed.

iMGP AM is the Luxembourg management company of iMGP Funds.

iMGP is a French regulated entity which represents and distributes iMGP Funds that have been registered in France having branches in Italy, Spain, Germany and also subsidiaries in Switzerland and in the UK for that purpose. iMGP AM is also a subsidiary of iMGP.

Use of links

This website may direct you to automatic links to other websites. Use of these links is made at your own risk. iMGP and the Fund will not have developed, verified the accuracy or scrutinised the data contained in the aforementioned links. iMGP and the Fund may not be held responsible for damage or losses caused by delays, defects or omissions that may exist in the real, indicated or indirect services, information or other content provided on this site. iMGP and the Fund give no guarantee, makes no declaration and will not be held responsible for any content transmitted by electronic means to a third party, including the accuracy, subject, quality or the appropriate character of said content.

Copyrights and Trademarks

The entire content of this website is subject to copyright with all rights reserved to iMGP and the Fund. You may download or print out a hard copy of individual pages and/or sections of the website, provided that you do not remove any copyright or other proprietary notices. Any downloading or otherwise copying from the website will not transfer title to any software or material to you. You may not reproduce (in whole or in part), transmit (by electronic means or otherwise), modify, link into or use for any public or commercial purpose the website without the prior written permission of iMGP.

By clicking on the « Accept » button, you expressly acknowledge that you have read the aforementioned and that you are authorized by the applicable law to access this website.

YOUR USE OF THIS WEBSITE REQUIRES FULL ACCEPTANCE WITHOUT RESERVATION ON YOUR PART OF THE CONDITIONS OUTLINED BELOW. IF YOU DO NOT ACCEPT THESE CONDITIONS, DO NOT ACCESS THE WEB SITE OR ANY OF ITS PAGES.

Important Information

The content of this website is intended to Professional Investors. If you are a Private Investor, you should ensure to select the correct investor category when you enter this site, as failure to do so may result in you accessing material about investment funds and investment services which may not be suitable for you and/or may not be available for you to invest in.

Limited access

The information provided herein is also intended for Users in territories where it is permissible for Users to access information. This website may indeed contain information about funds established in different jurisdictions and/or investment services offered too. Please consult the specific sections and material to obtain more information. Users are responsible for ascertaining they are legally authorized to consult the information herein and should therefore ensure the investor category chosen to enter this website is correct.

Use of Cookies

Cookies help us collect data about you and how you use our website. For example, we are interested in knowing which internet browser is used, how long you visited the website and which pages you looked at. Information gathered are used to understand how we can improve the design and functionality of our website to better serve you in future. However, if you wish to restrict the cookies set by us or by any third-party sites, you may generally disable cookies in your internet browser. Your browser help function should let you know how to do this. Please keep in mind that restricting cookies may impact your experience and the functionality on this website.

The Interactive Advertising Bureau has produced a guide which explains how cookies work and how they are managed. Please visit www.allaboutcookies.org to read more on this subject.

iMGP Funds Sicav

The data and information featured on this web site are provided free of charge and solely for information purposes. The information contained herein constitutes neither an offer to purchase nor a solicitation to sell and may not be construed as an investment recommendation on the part of iM Global Partner Asset Management or other entities of the group iM Global Partner, its affiliates, managers, officers, or employees (hereafter « iMGP ») and has no legal or contractual value. Furthermore, any reference to a specific security in any published material is included by way of illustrative example and should not be construed as a recommendation to purchase, hold or sell such a security nor does it in any manner constitute the provision of investment advice in relation to same. The iMGP Sicav ( hereafter « iMGP » or « iMGP Funds » or « Fund ») has not taken any measures to adapt to each individual investor who remains responsible for his own independent decisions. Any investment in the funds presented on the web site must be made in conformity with the related legal documentation in force (prospectus, Key Investor Information Documents), as approved, where applicable, by the regulatory authority in your country. iMGP Funds is an open-ended umbrella investment company established and regulated in Luxembourg. The iMGP Sicav is not open to citizens or residents of the USA or to any other party deemed to be a US person. iMGP Funds’ current Prospectus and Key Investor Information Document, by –laws and the Annual and Half Yearly Reports of the Fund can be obtained on this website or from the iMGP offices at 5, Allée Scheffer, L-2520 Luxembourg or from the Agents and Representatives listed on this website for the specific jurisdictions where iMGP Funds are registered and this marketing document is intended for use only in those specific jurisdictions. Investors are advised that they should consult the Prospectus before seeking to subscribe. Moreover, investors are also advised to consult their legal, financial or tax advisors before taking any investment decisions.

Investors are reminded that past performance is not an indicator of future returns, nor does it guarantee future profits, and that they risk, in some cases, losing all or part of the amount initially invested. An investment may increase or decrease by virtue, in particular, of market fluctuations and exchange rate variations in the currency in which the Sub-fund is invested where this differs from the currency of the shareholder.

Disclosure in respect of iM Global Partner Asset Management

Any reference to iM Global Partner Asset Management (« iMGP AM ») or iM Global Partner (« iMGP ») in the material published on this website should be construed as being a reference to one or more of the legal entities, listed below, dependent on the particular jurisdiction in which it is being accessed.

iMGP AM is the Luxembourg management company of iMGP Funds

iMGP is a French regulated entity which represents and distributes iMGP Funds that have been registered in France having branches in Italy, Spain, Germany and also subsidiaries in Switzerland and in the UK for that purpose. iMGP AM is also a subsidiary of iMGP.

Use of links

This website may direct you to automatic links to other websites. Use of these links is made at your own risk. iMGP and the Fund will not have developed, verified the accuracy or scrutinised the data contained in the aforementioned links. iMGP and the Fund may not be held responsible for damage or losses caused by delays, defects or omissions that may exist in the real, indicated or indirect services, information or other content provided on this site. iMGP and the Fund give no guarantee, makes no declaration and will not be held responsible for any content transmitted by electronic means to a third party, including the accuracy, subject, quality or the appropriate character of said content.

Copyrights and Trademarks

The entire content of this website is subject to copyright with all rights reserved to iMGP and the Fund. You may download or print out a hard copy of individual pages and/or sections of the website, provided that you do not remove any copyright or other proprietary notices. Any downloading or otherwise copying from the website will not transfer title to any software or material to you. You may not reproduce (in whole or in part), transmit (by electronic means or otherwise), modify, link into or use for any public or commercial purpose the website without the prior written permission of iMGP.

By clicking on the « Accept » button, you expressly acknowledge that you have read the aforementioned and that you are authorized by the applicable law to access this website.

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Richard Bernstein Advisors

Un gestionnaire d'actifs mondial exceptionnel

Richard Bernstein

Il est surprenant que tant d'investisseurs se concentrent sur les transactions à court terme, car les horizons temporels plus longs sont peut-être la composante la plus essentielle de la constitution d'une richesse.

Richard Bernstein
PDG et Directeur des Investissements, Richard Bernstein Advisors
La société

RBA, fondée en 2009, est un spécialiste renommé de l'allocation d'actifs basé à New York. Il gère une gamme de stratégies d'allocation d'actifs top-down investies dans des ETF avec une approche "par transparence" dans leurs titres sous-jacents.
iM Global Partner est un actionnaire minoritaire avec une participation non-contrôlante de 45% acquise en 2021.

Chiffres clés

Un gestionnaire d'actifs mondial exceptionnel
20+
Années d'expérience commune de l'équipe
14,3 mds
encours à fin juin 2022
2021
Début du partenariat avec iM Global Partner
Source : iM Global Partner, données à fin juin 2022.
Philosophie d'investissement
#1

Le RBA se distingue par son approche de recherche "top-down" alors que la plupart des stratégies d'allocation d'actifs ont un style plus traditionnel "bottom-up".

#2

L'équipe d'investissement combine l'investissement à long terme dans des thèmes d'investissement séculaires non exploités, où le capital est rare, avec une recherche cyclique à plus court terme.

#3

Le RBA estime que le retour sur investissement est généralement le plus élevé là où le capital est rare.

L'approche des investissements de RBA

QUI EST RBA ?

Richard Bernstein, CEO et Chief Investment Officer chez RBA, présente la société et sa philosophie d'investissement.

POURQUOI RBA UTILISE DES PORTEFEUILLES ETF ?

John McCombe, Président et Directeur de la distribution, explique comment l'utilisation d'ETF permet de réduire les coûts, de gagner en souplesse et, en fin de compte, d'obtenir de meilleurs rendements.

POURQUOI LES INVESTISSEURS ECOUTENT RBA

Richard Bernstein, CEO et Chief Investment Officer, et Dan Suzuki, Deputy Chief Investment Officer, expliquent le processus d'investissement de RBA et la gestion "Pactive" (Gestion active d'instruments passifs).

L'APPROCHE DE RBA AXÉE SUR LE CLIENT

John McCombe explique comment l'entreprise a continué à soutenir ses clients pendant la période de confinement en leur proposant régulièrement des mises à jour sur les marchés, des webinaires, des appels et des bulletins d'information. Depuis ses débuts, RBA a toujours fait passer les clients en premier.

POURQUOI RBA UTILISE UNE APPROCHE D'ÉQUIPE

Lisa Kirschner, Directrice de la Recherche, et Matthew Griswold, Directeur des Investissements, discutent de l'évolution de la culture d'équipe chez RBA et de la manière dont la diversité des points de vue a permis d'améliorer les portefeuilles.

QUEL EST LE PROCESSUS D'INVESTISSEMENT DE RBA ?

Dan Suzuki, Directeur Adjoint des investissements, explique comment la société identifie les facteurs qui déterminent les cycles de performance et les trois principes fondamentaux sur lesquels elle se concentre.

LES RÉSULTATS DE RBA

Richard Bernstein Advisors a une expérience importante en matière de prédiction de l'orientation du marché. En 2008, Richard a mis en garde contre une consolidation accrue du secteur financier, puis en 2012, il a anticipé le retournement de tendance et "le plus grand marché haussier américain de notre vie". Regardez cette vidéo pour en savoir plus les autres "anticipations" marquants de RBA et regardez la vidéo "2022 Outlook" de RBA afin de connaitre ses anticipations pour 2022.

Perspectives du marché 2022 de la RBA

Richard Bernstein, CEO et Chief Investment Officer de RBA, détaille le point de vue de l'entreprise sur le marché et les tendances qu'elle voit se développer en 2022. Pour accéder aux dernières informations sur le marché fournies par RBA, cliquez sur le bouton "En savoir plus sur RBA" ci-dessous.

En savoir plus sur RBA

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