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Richard Bernstein Advisors Recognized as a Premier Workplace in Money Management

Richard Bernstein Advisors (RBA) has achieved a remarkable milestone, being recognized once again in Pensions & Investments' Best Places to Work in Money Management for 2024. This accolade is particularly special as it marks the fourth consecutive year that RBA has been bestowed with this honor, a testament to the firm's commitment to fostering a positive and productive work environment.

A Culture of Teamwork and Excellence

The recognition by Pensions & Investments highlights the company's dedication to a supportive organizational culture, where employees feel valued and heard. Richard Bernstein, the CEO and CIO of RBA, expressed pride in the achievement, attributing the success to a corporate culture that prioritizes the needs of clients while encouraging creativity and camaraderie among staff members. He believes that such an environment not only strengthens internal relationships but is also fundamental in delivering exceptional service to clients.

What Employees Appreciate

An employee survey conducted for the awards revealed that RBA provides an array of unique benefits that contribute to high employee satisfaction. Notable perks include discounted gym memberships, free weekly lunches, a robust 401(k) matching program, flexible working hours, including the option to work remotely on Fridays, along with enjoyable company activities like happy hours and team-building events including cornhole tournaments and volunteer days.

Barbara Tarbel, the CFO of RBA, highlighted the importance of these initiatives, stating, "At RBA, we believe that our people are our greatest asset. Earning this award for the fourth year in a row is a testament to the supportive, collaborative culture we've built, which empowers every employee to thrive, innovate, and grow." This attitude is echoed by John McCombe, the President of RBA, who expressed pride in the team's commitment to excellence, reflecting their dedication to high standards in all facets of the company’s operations and client relationships.

Evaluative Process for the Recognition

The awards program, now in its 13th iteration, is designed to pinpoint and honor the most exemplary employers in the money management sector. The evaluation process is rigorous and consists of a two-part survey. The first segment focuses on examining workplace policies, practices, and demographics, accounting for roughly 20% of the total score. The lion's share of the evaluation—80%—is based on direct feedback from employees about their workplace experiences. This dual approach ensures a comprehensive assessment, providing insights from both company directors and the employees themselves.

RBA's Commitment to the Future

Richard Bernstein Advisors was founded in 2009 and has made significant strides in the investment management industry since then. Currently, the firm manages approximately $16 billion in client assets, including prominent pension plans, corporations, and high-net-worth individuals. RBA also offers various investment products, emphasizing global equity and fixed income markets, and acts as a sub-advisor for notable investment strategies through partnerships with various firms.

For those interested in learning more about RBA’s award-winning workplace culture and its range of investment strategies, further details can be found on their official website, along with insights into their innovative approaches to investment management. The recognition from Pensions & Investments not only solidifies RBA's status as a leader in the sector but further encourages the firm’s evolution and commitment to creating a work environment that consistently attracts and retains top talent.

To see the complete list of the 2024 winners and profiles of the top firms across various size categories, visit Pensions & Investments' official webpage.