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iMGP RBA RESPONSIBLE GLOBAL ALLOCATION ETF IRBA

A Core, Responsible, Global Allocation ETF

Overview

What is IRBA?

A diversified, responsible global asset allocation strategy employing a flexible, dynamic approach solely utilizing ESG vehicles within a single ETF.

  • Providing Clients with a Core ESG Global Allocation
  • Comprehensive and Open-Architecture access to ESG ETF universe
  • Fundamentally-driven, with Coverage Across Asset Classes, Regions, Sectors and Styles
  • Managed by Richard Bernstein Advisors (RBA), leveraging 30+ years of Capital Markets & Asset Allocation Expertise

Who is RBA?

DUE DILIGENCE TOOLKIT

Managers

Richard Bernstein Advisors (RBA)

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Richard Bernstein

CEO/CIO
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Richard Bernstein is the CEO/CIO of Richard Bernstein Advisors LLC, founded in 2009. The firm utilizes a unique top-down approach to investing, focusing on macro trends rather than individual stock selection. RBA is one of the fastest growing money management firms, among Morningstar’s Top 10 ETF Model Managers in assets, and partners with some of the world’s leading financial institutions. Mr. Bernstein has over 40 years’ experience on Wall Street, and was formerly the Chief Investment Strategist at Merrill Lynch & Co. A much-noted expert on equity, style and asset allocation, Mr. Bernstein was voted to Institutional Investor magazine’s annual “All-America Research Team” eighteen times, and is one of only fifty-seven analysts inducted into the Institutional Investor “Hall of Fame”.

RBA is a renowned New York-based asset allocation specialist founded in 2009 by Richard Bernstein. RBA runs a range of top-down asset allocation strategies invested in ETFs with a look-through approach into their underlying securities.

The leaders in Pactive® management, RBA focuses on long-only, global equity and asset allocation investment strategies. The Firm manages $15.7 billion (as of 12/31/2021) and is unique in its “top-down” research approach versus the traditional “bottom up” style of most asset management firms.

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Fund Data

The Advisor has contractually agreed to limit expenses for at least one year from the effective date of the Trust’s registration statement.

  • To view our most recent portfolio holdings, please click here.

Fund holdings and/or sector allocations are subject to change at any time and are not recommendations to buy or sell any security.

Stay Informed

iMGP Funds emails provide investors a way to stay in touch with us and receive information regarding the funds and investment principles in general. Topics may include updates on the funds and managers, further insights into our investment team’s processes, and commentary on various aspects of investing.

DISCLOSURE

The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, and it may be obtained by calling 800-960-0188 or visiting www.partnerselectfunds.com. Read it carefully before investing.

iMGP RBA Responsible Global Allocation ETF Risks: Investing involves risk. Principal loss is possible.

Investing in securities that meet ESG criteria may result in the fund forgoing otherwise attractive opportunities, which may result in underperformance when compared to funds that do not consider ESG factors.

Leverage may cause the effect of an increase or decrease in the value of the portfolio securities to be magnified and the fund to be more volatile than if leverage was not used.

The Fund should be considered highly leveraged and is suitable only for investors with high tolerance for investment risk. Futures contracts and forward contracts can be highly volatile, illiquid and difficult to value, and changes in the value of such instruments held directly or indirectly by the Fund may not correlate with the underlying instrument or reference assets, or the Fund’s other investments. Derivative instruments and futures contracts are subject to occasional rapid and substantial fluctuations. Taking a short position on a derivative instrument or security involves the risk of a theoretically unlimited increase in the value of the underlying instrument. Exposure to the commodities markets may subject the Fund to greater volatility than investments in traditional securities. Exposure to foreign currencies subjects the Fund to the risk that those currencies will change in value relative to the U.S. Dollar. By investing in the Subsidiary, the Fund is indirectly exposed to the risks associated with the Subsidiary’s investments. Fixed income securities, or derivatives based on fixed income securities, are subject to credit risk and interest rate risk.

A commission may apply when buying or selling an ETF.

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The iMGP RBA Responsible Global Allocation ETF is distributed by ALPS Distributors, Inc.