Extending time horizons is critical to building wealth – RBA Insights
The basic tenets of building wealth, like having a well-diversified portfolio with long time horizons, are not difficult concepts that are relatively easy to implement. So, why don’t people follow them?
In our latest insight, we analyze several risk/return charts across multiple time horizons and reveal the results that investors tend to find surprising.
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ABOUT RBA: Richard Bernstein Advisors LLC (RBA) is an independent investment adviser focusing on longer-term investment strategies that combine top-down, macroeconomic analysis and quantitatively-driven portfolio construction. We strive to be the leading provider of innovative investment solutions for investors, and our competitive edge is our research-driven macro style of investing. Our top-down macro approach differentiates our firm from the more common, traditional bottom-up approach of most asset managers. Our extensive array of macro indicators allows us to construct portfolios for clients that are innovative, risk-controlled, and focused on overall portfolio construction instead of individual stock selection.
RBA partners with several firms including Eaton Vance Corporation and First Trust Portfolios LP, and currently has $15.0 billion collectively under management and advisement as of September 30, 2023. RBA acts as sub‐advisor for the Eaton Vance Richard Bernstein Equity Strategy Fund and the Eaton Vance Richard Bernstein All‐Asset Strategy Fund. The firm also offers income and unique theme‐oriented unit trusts through First Trust and is the index provider for the First Trust RBA American Industrial Renaissance® ETF. Additionally, RBA runs ETF asset allocation SMA portfolios at UBS Merrill Lynch, Morgan Stanley, Wells Fargo, RBC, Janney, PNC and on select RIA platforms. RBA's investment insights as well as further information about the firm and products can be found at www.rbadvisors.com.
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