Why investors listen to RBA

23rd November, 2021 | Equities

In this video, Richard Bernstein, CEO & CIO at RBA, explains how RBA is a process-driven macro investment firm that sets itself apart by avoiding event-driven strategies and focusing instead on long-term fundamentals. Through its unique “Pactiv” approach—active management of passive investments—RBA emphasizes asset allocation over individual stock picking, aiming to optimize portfolios through diversified exposure to regions, sectors, and investment styles. The firm prioritizes strategic portfolio construction to improve returns and reduce volatility, leveraging overlooked opportunities such as high-yield municipal bonds. RBA offers liquid, cost-effective, and transparent investment solutions, backed by strong client relationships, open communication, and a culture of trust and collaboration.