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

AB’s five-part Strategy is: Deliver, Diversify, and Expand, Responsibly, with Equitable

In 2021, we made good progress on our strategy:

Deliver superior investment solutions to clients: In 2021 investment performance improved, with 73% of Equities and 89% of Fixed Income Assets Under Management outperforming in 2021.

Diversify our services: We launched multiple products including Global Disruptors, Concentrated Asia Growth, Short Duration Income, Asia High Yield, Global Equity Income, Multi-Asset Income, as well as multiple ESG strategies; in Alternatives: Real Estate Equity Plus, CRED Private Debt Fund, EU CRED Platform

    1.5 degree team onboarded (Climate L/S equity) & PWM Partnership w/ LSV (Secondaries)

Expand: US Retail distribution SMA sales +>40%, we accelerated new Advisor hiring in Private Wealth, and our China FMC project is progressing

Responsibly:  Portfolios with Purpose grew to $31.5B, +91% Y/Y; new Sustainable launches included: Sustainable Income, Sustainable US Thematic Credit, Sustainable Climate Solutions, Global Low Carbon, Sustainable EM Debt; and Municipal Impact invested in bond projects benefitting underserved communities, +33% Y/Y

with Equitable:  EQH 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—a “Virtuous Cycle”

 

 
 
Black women in blue suit welcoming a conversation

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