Plan Components & Design

AllianceBernstein offers institutional-caliber style-pure and style-blend portfolios across asset classes and geographies, and with a choice of passive or active management. These components serve as building blocks to form the foundation of comprehensive investment solutions. We help educate financial advisors on asset allocation, and provide a blueprint for effective portfolio design.

Or, choose from among our state-of-the-art Wealth Strategies asset-allocation services, which include both asset-allocation design and overlay, as well as full multi-asset portfolios. Asset-allocation design and overlay reflect four decades of experience and are both strategic and tactical in nature. Our multi-asset portfolios blend complementary style-pure building blocks into a comprehensive portfolio that harnesses the power of diversification. Investments are kept on track with systematic rebalancing.

For subadvisory clients with more unique needs and objectives, we offer complete customization.

An Effective Partner in Your Design-Build Process

1

components

Investment Management

Passive or active
Multiple geographic regions
Multiple asset classes
Style-pure or style-blend
2

ARCHITECTURE

Investment–Platform Design

Effective blueprint for portfolio design
Education on asset allocation
3

CONSTRUCTION OVERSIGHT

Asset Allocation Solutions

Wealth Strategies asset-allocation design
Wealth Strategies asset-allocation overlay
Multi-asset portfolios
4

CUSTOM CONSTRUCTION

Bespoke Solutions

Custom solutions designed to meet your
unique needs

Opportunities

  • Currency Alpha Opportunities

    We see opportunities for currency alpha as some countries recover faster than others and central bank monetary policies diverge.

  • Early Days for Value Recovery

    Investors remain skeptical about recovery, creating opportunities that we believe well-researched stock selection is ideally equipped to exploit.

Products