A Sole Focus on Asset Management
AllianceBernstein Investments, Inc., the retail unit of AllianceBernstein L.P., is solely dedicated to the business of long-term, fundamental asset management. We help investors build and preserve wealth through an intensive focus on innovative research and disciplined, principled investment processes.
We offer a broad range of investment choices through our mutual funds, college savings (529) plans, retirement products, separately managed accounts and subadvisory services. As a globally recognized leader in growth, value and fixed-income investing, AllianceBernstein services millions of client relationships for both U.S. and non-U.S. investors and financial professionals throughout the Americas, Europe, Asia, Africa and Australia.
Our parent company, AllianceBernstein L.P., is comprised of three additional businesses:
- Global Wealth Management-The Bernstein private client business is focused on helping wealthy individuals and families achieve their financial goals.
- Institutional Investments-AllianceBernstein Institutional Investments is a preeminent resource for institutional investors worldwide, delivering the full spectrum of the firm’s investment services and solutions to many of the world’s leading institutions.
- Institutional Research-Sanford C. Bernstein provides in-depth fundamental research, portfolio strategy, execution and brokerage services.
Global, Innovative Research
Our success over the past four decades has been a product of our commitment to industry-leading fundamental research. Together, our equity and fixed-income analysts represent one of the largest and most experienced research forces in the industry. This broad presence spans the globe-from New York to East Asia-allowing us to uncover unique investment opportunities and to provide our clients with innovative financial solutions.
We believe that a consistent fundamental and research-oriented approach to investing produces the best investment results over the long term for all of our clients-large institutions, private clients and individual mutual fund investors.
Disciplined, Principled Investment Processes
Our portfolio construction techniques reflect our commitment to disciplined, principled investment processes.
In our view, a disciplined process is one that methodically seeks to uncover the best investment opportunities in any asset class. It is transparent, repeatable and systematic. Most importantly, a disciplined process is ‘market agnostic’-it remains constant despite changing market conditions.
A principled investment process means that we will always put the interests of our clients first. As we seek to select the best securities for our portfolios and maintain style purity, nothing supersedes the interests of our clients.
Investment Strategies Geared to Client Needs
Our primary goal is to help our clients build and preserve wealth. In seeking this objective, we are committed to offering investors investment solutions for their complex financial needs. Accordingly, we have designed a broad range of investment products and strategies that are diversified across asset classes, styles and markets.
A Broad Range of Investment Solutions
| Mutual Funds |
Our family of mutual funds includes equity and fixed-income, domestic and international in style-pure mutual funds, style-blended funds and the Wealth Strategies, Education Strategies and Retirement Strategies Portfolios. |
| College Planning |
AllianceBernstein’s CollegeBoundfund is one of America’s largest Section 529 college savings programs.*
CollegeBoundfund is a powerful and flexible way to save for a child’s higher education. |
| Retirement |
AllianceBernstein offers a variety of solutions to fit a wide range of retirement planning needs from individual IRA accounts to full service retirement plans. |
| Managed Accounts |
We’ve been in the separately managed account business for more than 20 years and offer strategies in virtually every sector, both domestically and internationally, to service a broad range of client portfolio needs. |
| Subadvisory Services |
Our subadvisory investment services include variable annuity and variable life contracts; equity style-pure strategies; needs-based fixed-income solutions; and blended strategies. In 2008, AllianceBernstein was ranked the second-largest variable annuity subaccount manager in the U.S.† |
* In terms of assets under management. Source: Financial Research Corporation (FRC)
†Source: Morningstar Annuity Research Center, February 2008
Competitive Performance at a Good Value
At the end of the day, performance matters. Our objective is to consistently exceed our mutual fund peer group averages while effectively managing risk and remaining style-specific. Performance can be ephemeral, but through the application of our consistent investment disciplines, we believe we can deliver results that will meet the needs of a diverse group of global investors.
At the same time, we seek to offer our services at a good value. We recognize our fiduciary responsibility to investors, their financial advisors and the investment community. That means charging reasonable fees and keeping our funds’ expense ratios low. Clearly, high fees erode investor returns, which is why competitive performance at a good value is so important.
Delivered by Our Most Important Asset: Our People
With employees located around the world, we are truly an organization of global reach. Our on-the-ground presence in the Americas, Europe, Asia, Australia, Africa and the Middle East provides our investment professionals with both global perspective and local expertise.
This combination allows our professionals to leverage their extensive industry experience in making investment decisions that are timely, informed and market savvy.
Putting Research to Work for Our Investors
For more information about AllianceBernstein, view our most recent corporate fact sheet, including assets under management, research analysts by discipline, number of employees and global office locations.