Alternatives

With a deep commitment to alternatives, we've assembled a platform of multidimensional solutions with independent agility, supported by our robust global infrastructure.

Capabilities

Alternatives are a growing area of need for institutional investors and an important focus area for AB. We've been committed to building a diverse platform for many years, growing our capabilities in-house and attracting industry talent.

When making strategic acquisitions, we’ve focused on areas that complement our traditional platform. The goal is to bring on experienced teams with institutional-caliber pedigrees, significant assets under management and/or established track records.

Private Credit

Complementary to $248 billion liquid fixed-income platform
Acquired CarVal Investors, a leading global private alternatives investment manager, in July 2022
Key to attracting best-in-class talent
Unlocks illiquidity premium

Fundamental Long/Short Equity

Complementary to $212 billion public equity platform
Key to attracting best-in-class talent
Targets absolute return using market neutral and low net exposure
Low correlations to traditional asset classes

Systematic

Complementary to $166 billion multi-asset platform
Key to attracting best-in-class talent
Aligned with over 20 years of quantitative investing
Aligned with culture of risk management
Variety of funded and unfunded implementations

Opportunistic

Leverages existing research platform to exploit market dislocations
Total return strategies
Debt and equity strategies

_{As of June 30, 2022}

Alternatives Assets Under Management Total AUM: US$49 Billion*

*Alternatives AUM includes uncalled committed capital or fund level target leverage, if applicable. The figure is preliminary.
As of June 30, 2022

How AB's Alternative Platform Has Grown

Strategies

Private Credit

Opportunistic/Distressed Credit
Renewable Energy Infrastructure
Middle Market Direct Lending
US Commercial Real Estate Debt
European Commercial Real Estate Debt

Fundamental Long/Short Equity

US Long/Short Equity
Multi-PM Global Long/Short Equity
TMT Long/Short Equity
Global Equity Market Neutral
Europe Equity Market Neutral
Climate Long/Short Equity

Systematic

Liquid Multi-Strategy
Merger Arbitrage
Event Driven
Systematic Macro
Risk Overlay

Opportunistic

Securitized Assets
Financial Services Opportunities
Energy Opportunities

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