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Institutional Solutions

Partnering with Institutional Investors in Pursuit of Better Outcomes

Our sophisticated strategic asset-allocation research, analytics and solutions empower institutional investors to design better portfolios and—ultimately—help achieve better outcomes

Partnering with Clients

Strategic Insights

Distinctive perspectives that help institutional investors navigate a dynamic landscape, including:
 

  • The capital market outlook
  • Portfolio design implications
  • Industry changes & evolution
Analytics

Quantitative tools to enable the modelling of strategic trends and inform portfolio construction decisions:
 

  • AB Capital Markets Engine
  • Alphalytics
  • AB Robust Optimizer
Solutions

Effective client solutions delivered through a diverse array of implementations, including:
 

  • Model portfolios
  • Outcome-oriented Pooled Portfolios
  • Custom strategies

Strategic Insights

The Book 2025 | Instability: Debt, Inflation, and Al’s Impact on Investing


An abrupt shift in the geopolitical environment and change in the global economic paradigm have accelerated a shift to a new investment regime. We outline a strategic investment response to this challenge; it includes the redesign of pension systems, the role of alpha and the position of tokens in portfolios.

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      The Dollar: Half Awake in a Fake Empire?
      Investment Insights
      The Dollar: Half Awake in a Fake Empire?

      The dollar is now less of a safe haven and investors should respond accordingly. Having said that, the lack of any viable alternative means that a shift away from the dollar is likely to be slow rather than sudden. Indeed, despite all the angst and column inches, there is zero evidence of significant outflows from US assets so far.

      Inigo Fraser-Jenkins, David Hutchins | 07 July 2025
      Wooden chess pieces arranged on a board, some in shadow, some in afternoon light
      Investment Insights
      Deeper than Tariffs: Positioning for a New Investment Regime

      Macro and market changes reach well beyond tariffs—what’s next for investors?

      Robertas Stancikas, Inigo Fraser-Jenkins | 27 June 2025
      Economic Perspectives
      The End of US Exceptionalism?

      Does US exceptionalism persist amid anti-US sentiment and structural concerns—and what does this mean for stocks, bonds and the dollar?

      Richard Brink, Eric Winograd, Alla Harmsworth, Inigo Fraser-Jenkins | 09 June 2025
      View All Solutions' Insights
       

      Podcast Series

      Beyond Consensus: Thoughts from the Dismal Roundtable 

      Join us as AB experts dig into the issues investors are asking about. We'll seek a better understanding of the forces shaping our world...while trying not to take ourselves too seriously.

      Listen Now

      Analytics

      Asset Allocation Investment Models and Tools

      Our tools provide differentiated perspectives and insights to support asset allocators.

      Capital Markets Engine

      Review Assumptions and Asset Allocation
       

      Strategic asset allocation modeler that:

      • Performs simulations over horizons up to 50 years and across 10,000 different economic scenarios
      • Builds forecasts by modeling the underlying building blocks that help to drive return, including economic (e.g. inflation) and capital market factors (e.g. book-to-price)
      • Models various strategic portfolio designs to compare expected outcomes
      • Allows testing of new exposures and adjustment of strategic portfolio designs as long-term capital market conditions evolve

      Alphalytics

      Review Manager Alpha/Factor Composition
       

      Assesses Idiosyncratic Alpha to:

      • Identify active strategies offering non-replicable returns that are “worth” their fee
      • Select managers most likely to outperform, with higher “hit rates” than those chosen on historical returns
      • Understand each manager’s true factor exposures and identify those that consistently deliver required style tilts
      • Combine managers effectively, boosting expected return by managing aggregate holdings factor exposures and using idiosyncratic alpha at the fund level

      Robust Optimizer

      Optimize for a More Effective Portfolio
       

      Asset allocation optimization tool that:

      • Translates our evolving capital market assumptions (strategic and tactical) into asset allocation outputs
      • Has the flexibility to incorporate specific client objectives and preferences in the construction of asset allocation
      • Creates holistic investment solutions that incorporate a full range of return streams, including broad asset class betas, factors and active alpha streams
      The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is at risk. There is no guarantee that any investment objectives will be achieved.

      Solutions

      Case Study: Partnering to Build a Managed Equity Solution

      Collaborative analysis and engagement with a sovereign wealth fund.

      Client Problem
       

      • Client allocates to 7 different active equity managers
      • Believes in active security selection alpha and giving managers freedom to achieve objectives
      • Not only should each manager demonstrate skill, they should offer lower correlations and diversification with each other

      Client is Seeking…
       

      • Differentiated sources of security selection alpha
      • Can enhanced macro-level management lead to better outcomes?

      The Institutional Solutions Team

      Inigo Fraser Jenkins 
      Investment Strategist

      Alla Harmsworth
      Investment Strategist

      Robertas Stancickas
      Investment Strategist

      Research Library

      This is a marketing communication. This information is provided by AllianceBernstein Schweiz AG, Zürich, a company registered in Switzerland under company number CHE-306.220.501. AllianceBernstein Schweiz AG is a financial service provider within the meaning of the Financial Services Act (FinSA) which is not subject to any prudential supervision in Switzerland. Further information on the company, its services and products, in accordance with Art. 8 FinSA can be found on the Important Disclosures page at www.alliancebernstein.com. It is provided for informational purposes only and does not constitute investment advice or an invitation to purchase any security or other investment nor is it a recommendation to subscribe to a financial service. The views and opinions expressed are based on our internal forecasts and should not be relied upon as an indication of future market performance. The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is at risk. Past performance does not guarantee future results.

      This information is directed at Qualified Investors only and is not intended for public use.

      © 2025 AllianceBernstein L.P.