AB Investor Presentation
 
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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.

 
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Delivering Superior Investment Solutions to Clients

Our long-term investment performance remained solid in 2023, with 42% of Equities and 77% of Fixed Income assets outperforming over the five-year period as of YE 2023.

 
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Diversifying Our Services

Augmenting solutions through new wrappers: launched 10 new ETF’s, platform now $1.5B in AUM. New investment strategies: Security of the Future, US High Dividend ETF, Disruptors ETF, Corporate Bond ETF, Core Plus Bond ETF, Conservative Buffer ETF; announced NAV Lending Strategy.

 
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Expanding Our Platform

2023 was our fifth consecutive year of positive US Retail organic growth. Our Private Mkts AUM reached $61B +9% vs. last year, driven by Secondaries, Renewable Energy, Mtg. Loans, ECRED.  We expanded Muni SMA market share through customization and tax optimization at scale. In China, we Obtained a license for wholly-owned mutual fund business.

 
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Growing Responsibly

Our Portfolios with Purpose totaled $27.8B as of YE 2023, up 17% vs. last year. We concluded Climate Academy 2.0 in collaboration with Columbia Climate School for our clients.

 
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Growing with Our Partner, Equitable Holdings

In 2023, Equitable doubled its commitment to our Private Markets permanent capital to $20B. Equitable continued to reposition GA permanent capital to higher yielding Private Alts, Private Placements and Securitized Assets with approximately 90% of the initial $10B committed capital deployed as of YE 2023.

 
 
Our Firm
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Leadership

AB’s leadership team combines strong governance skills and diverse perspectives to build a multidimensional corporate strategy.

Corporate Responsibility

Corporate Governance

At AB, we’re dedicated to being strong corporate stewards and responsible fiduciaries, striving for transparency and open communication.

 
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We Encourage Conversations

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

 

Quick Links

 
 

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