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iM Global Partner brings Richard Bernstein Advisors' strategies to Europe with fund launches


The new iMGP Global Risk Balanced fund will implement RBA’s flagship Global Risk-Balanced Moderate ETF strategy which, up until now, has been available only in the US.

The RBA Global Risk-Balanced Moderate ETF strategy has a moderate long-term neutral policy set at 50% of equities, which may deviate by +/-25% around the main asset class weights “should the investment team have a high conviction on these markets” and is a ‘go anywhere’ multi-asset strategy.

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Jamie Hammond, deputy CEO and head of EMEA at iM Global Partner, said: “RBA has a time-tested, proven asset allocation process that has delivered for investors since 2010. The new iMGP Global Risk-Balanced fund will bring this expertise to EMEA-based investors, for the first time, in a UCITS structure.

“Given its ‘go-anywhere’ capability, the fund will sit in the Morningstar Flexible Allocation sector, which has proven to be very popular with investors throughout the EMEA region.”

iM Global Partner has also launched the iMGP Responsible Global Moderate fund, which is categorised as Article 8 under the Sustainable Finance Disclosure Regulation (SFDR).

The new fund combines RBA’s asset allocation framework with the integration of ESG factors in the implementation tools, which means that a minimum of 75% of the ETFs it invests in must be classified Article 8 or 9 according to SFDR.

The asset allocation breakdown of the new fund is 50% fixed income and 50% equities.

Philippe Uzan, deputy CEO and CIO global asset management at iM Global Partner, said: “We are delighted to offer to our clients this new investment solution managed by Richard Bernstein Advisors.

“The rapidly expanding universe of ESG UCITS ETFs has enabled us to expand RBA’s traditional approach into the responsible investment area.” 

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RBA uses passive tools such as ETFs to take an active view on markets in an approach it calls “Pactive investing”.

Richard Bernstein, CIO and CEO of Richard Bernstein Advisors, added: “US investors have found RBA’s Pactive strategies extremely beneficial to portfolio diversification and overall performance. Accordingly, we are very excited about now being able to offer our strategies to non-US investors.”

RBA, which has $15.7bn in assets under management, was founded by Bernstein, a former chief investment strategist at Merrill Lynch.



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