AB Investor Presentation


Investor’s Business Daily Names AB as One of the Most Trusted Financial Companies

AllianceBernstein has earned the #6 spot on Investor’s Business Daily’s 25 Most Trusted Financial Companies for 2022. This is our first appearance on the list for financial companies, taking sixth overall and third in ETF/Fund companies. 

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The AB Opportunity...and Vision

We’re executing on our vision for the future, with differentiated solutions and a focus on growing sustainably. Here’s what you can expect from us over the next five years.


Our Strategy

Deliver, Diversify and Expand Responsibly, with Equitable

AB's strategy guides our investment decisions and serves as our North Star.  Put simply, AB's five-part strategy is to deliver, diversify and expand responsibly, with Equitable Holdings. We deliver outstanding core investment services to our clients while developing high-quality, differentiated services including private and public alternatives, responsible investing, and others, across faster-growing geographies and channels, in partnership with Equitable.

Delivering Superior Investment Solutions to Clients

Our long-term investment performance remained strong in 2022, with 77% of Equities and 70% of Fixed Income assets outperforming over the five-year period as of YE 2022.

Diversifying Our Services

We offered core investment solutions through new wrappers (Active ETFs) to meet client needs, launching the Ultra Short Income and the Tax-Aware Short Duration Muni ETFs. New strategies included Diversity Champions Equity, SMA Custom Muni, and Fixed Maturity Portfolio 2025.

Expanding Our Platform

In 2022, we completed the CarVal acquisition, expanding our Private Markets AUM to $56B. Concurrently, we invested in our insurance-oriented asset-management business, where we aim to grow our third-party clientele. Additionally, we redesigned our muni investment platform to enable customization and tax optimization at scale within our custom muni SMAs.

Growing Responsibly

We continued to launch new Portfolios with Purpose, which total $23.8B in AUM as of YE 2022. We were named Best Sustainable Fund Management Group of the Year by Investment Week and our Muni Impact won Environmental Finance’s IMPACT Award for FI Fund of the Year.

Growing with Our Partner, Equitable Holdings

Equitable continued to support our key strategic initiatives in 2022, such as the launch of our Ultra Short Income ETF and our CarVal acquisition. Equitable continued to reposition GA permanent capital to higher-yielding private alts, private placements and securitized assets, with more than 50% of $10B committed capital deployed as of YE 2022.

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We Encourage Conversations

Find specific information on how to contact AB’s teams and corporate functions.


AB is committed to expand our global leadership in active management, lead in private and public alternatives, and continue to improve our efficiency—all while acting responsibly—for the benefit of our clients, unitholders, employees and all stakeholders.

Seth Bernstein—President & CEO