Helping Investors Pursue Better Futures

Financial advisors help investors navigate life’s investment and planning challenges: matching asset allocations to lifestyles, reviewing investments regularly, ensuring that they stay aligned with investors’ goals. At AllianceBernstein, our investment professionals support these financial professionals with the investment solutions, research, insights and tools that help them meet investors’ needs.

Investment Solutions that Meet Diverse Needs

We put our research to work in a broad range of solutions—equity, fixed income, multi-asset and alternatives—that financial advisors can use as building blocks for investors’ portfolios—or as comprehensive solutions. Each is carefully designed and follows a disciplined process.

Our investment expertise can be accessed in many forms:

• Mutual Funds: Our fund family spans the asset classes and has been built with a global scope—pursuing opportunities worldwide.
• Managed Accounts: We’ve been in the managed-account business for more than 20 years, offering strategies in almost every sector and serving a wide range of needs.
• College Saving: CollegeBoundfund is one of America’s largest Section 529 college-savings programs,* a powerful and flexible way to save for a child’s higher education needs.
• Retirement Saving: We offer a broad array of investment options and services for vehicles ranging from employer retirement plans to individual retirement accounts (IRAs).
• Insurance Services: We work closely with variable-annuity providers to power the investment solutions that underpin these savings vehicles.

*Based on assets under management as of September 31, 2012. Source: Financial Research Corporation (FRC)

Supporting Financial Advisors in Serving Their Clients

With AllianceBernstein, financial advisors can tap into the rich resources they need to serve their clients more effectively. From deep-dive research to product information and current investment opportunities, we provide a wealth of what advisors need to serve their clients more effectively:

• Global perspectives and insights on capital markets and investments help investors understand what’s happening in their portfolios
• Tools that can help put numbers to the goals of retirement planning and college savings, helping financial advisors and their clients dimension these important challenges
• Thoughtful assessments of the evolving opportunities in capital markets—and how financial advisors can use our investment solutions as they design portfolios for their clients
• Comprehensive retirement research and resources for financial advisors who serve as consultants to employer retirement plans—with a focus on creating better outcomes
• Specialized programs that can help facilitate deeper, more productive relationships between financial advisors and their clients

A Global Investment Leader

As a leading investment management firm, AllianceBernstein brings a global perspective to the table—whether it’s in terms of investing, research or client service.

Our on-the-ground presence in the Americas, Europe, Asia, Australia, Africa and the Middle East provides our investment professionals with global vision and local expertise. This allows them to leverage their extensive industry experience in making timely, informed and market-savvy decisions.

Together, our research analysts represent one of the largest and most experienced research forces in the industry, more than 200 strong.* This broad presence spans the globe from New York to East Asia, allowing us to uncover unique investment opportunities and provide our clients with innovative solutions.

Client service remains a hallmark of our firm. We’ve honed this skill over decades of serving clients all over the globe—whether individual investors or some of the biggest institutions. All told, our clients have entrusted us to invest and manage over $400 billion in assets.*

*As of September 31, 2012