AB Investor Presentation

 

Barron's names AB as one of the "Best Fund Families"

AllianceBernstein has earned the #2 spot on Barron’s 2021 Best Fund Families Ranking. The feature highlighted the firm’s “mix of quantitative and fundamental research,” and our commitment to ESG integration throughout our portfolios.

Gold medal with US dollar sign embossed on it
 

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

In 2021, we strengthened our investment performance, with 73% of equities and 89% of fixed-income assets under management outperforming.

Diversifying Our Services

In 2021, we launched multiple products including Global Disruptors, Concentrated Asia Growth, Short Duration Income, Asia High Yield, Global Equity Income and Multi-Asset Income, as well as multiple ESG strategies. In Alternatives, we launched Real Estate Equity Plus, Commercial Real Estate Private Debt Fund and our European Commercial Real Estate Debt platform. We onboarded a climate-specific long/short equity team, 1.5 Degrees, and our Private Wealth business launched a partnership with LSV Advisors, providing our clients access to private fund secondary offerings.

Expanding Our Platform

US Retail distribution grew Separately Managed Accounts sales by more than 40%, we accelerated new Advisor hiring in Private Wealth, and our China Fund Management Company project is progressing well.

Growing Responsibly

Our ESG-focused Portfolios with Purpose grew to $31.5 billion, up 91% year over year. New sustainable launches in 2021 included Sustainable Income, Sustainable US Thematic Credit, Sustainable Climate Solutions, Global Low Carbon and Sustainable Emerging Market Debt. Our Municipal Impact Portfolio, which is invested in bond projects benefiting underserved communities, grew by 33% year over year.

Growing with Our Partner, Equitable Holdings

In 2021, Equitable committed to allocating $10 billion of permanent capital to AB’s illiquid platform to further improve risk-adjusted return of its general account, through seeding new alternative business at AB. We are excited for this opportunity to build value through a virtuous cycle benefiting both Equitable and AB over time.

 
 
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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