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References to specific securities discussed are not to be considered recommendations by AllianceBernstein L.P.
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Historical analysis does not guarantee future results.
Equity returns reflect equal-weighted daily average returns of S&P 500 constituents grouped by ESG news sentiment less the equal-weighted daily average returns of all active companies in the S&P 500. Fixed income includes bonds with an average life of between five and 10 years. Fixed-income returns reflect equal-weighted daily average returns of bonds issued by S&P 500 constituents less the equal-weighted daily average returns for all active companies in the S&P 500.
September 15, 2022, through May 31, 2024
Source: S&P and AllianceBernstein (AB)
References to specific securities discussed are not to be considered recommendations by AllianceBernstein L.P.
The views expressed herein do not constitute research, investment advice or trade recommendations, and do not necessarily represent the views of all AB portfolio-management teams, and are subject to change over time.
Yuyu Fan is a Principal Data Scientist on the Investment Solutions and Sciences team. In this role, she leverages statistical, machine-learning and deep-learning models to draw insights from financial data. Prior to joining AB in 2018, Fan worked at College Board as a psychometrician intern, using machine-learning models to monitor test validity, reliability and security. She holds a BA in sociology from Zhejiang University (Hangzhou, China), MAs in sociology and psychology from Fordham University, and a PhD in psychometrics and quantitative psychology from Fordham University. Location: New York
Kathleen Dumes is a Vice President and Research Analyst on AB’s Responsible Investing Portfolio Solutions and Research team. In this role, she develops strategies and tools for equity and fixed-income teams, including integrating ESG considerations throughout the teams’ research, engagement and investment processes. Previously, Dumes was a research analyst on the Fixed Income Responsible Investing team. Prior to that she served as a portfolio analyst on the Global Multi-Sector Portfolio Management team, where she was responsible for the management and strategy implementation of the firm’s income-oriented credit strategies. Prior to joining the multisector team, Dumes was an associate portfolio manager on the Investment Grade Credit team, focusing on Global and US Credit portfolios. Before joining AB in 2015, she was an investment consultant at Bank of America Merrill Lynch in their Institutional Investment Strategy Group. Dumes holds a BS in finance (summa cum laude) from The College of New Jersey and an MBA with honors from The University of Chicago Booth School of Business. She is a CFA charterholder. Location: New York
Patrick O’Connell is a Senior Vice President and Director of Responsible Investing Portfolio Solutions and Research for public markets. In this role, he develops strategies and tools that help integrate ESG considerations into the teams’ research, engagement and investment processes across AB’s Equities and Fixed Income businesses. From 2021 to 2024, O’Connell served as director of Fixed Income Responsible Investing Research. Earlier in his career, he served as a corporate credit research analyst, focusing on emerging-market corporates in Latin American and African countries. O’Connell joined the Emerging Markets research team in 2013 after working as a credit analyst covering US high-yield energy credits at AB. Prior to joining the firm in 2012, he was a desk analyst at UBS Investment Bank, where he helped allocate capital on the trading desk. O’Connell holds a BS in accounting and finance (magna cum laude) from Villanova University and is a CFA charterholder. Location: New York
Evan Follis is a Vice President and Data Scientist for AB’s Data Science team, where he focuses on exploring and applying emerging AI technologies. Follis designs and engineers practical tools that address a wide range of challenges, from generating investment signals to enhancing operational efficiency. His team aims to empower analysts and portfolio managers with AI-driven solutions, helping them deliver greater value to AB’s clients. Prior to joining the firm in 2022, Follis was a data scientist at First Horizon and a strategies analyst at SunTrust Robinson Humphrey. He holds a BBA in accounting from the University of Memphis and an MS from the Georgia Institute of Technology. Follis is a CFA charterholder. Location: Nashville
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