The Portfolio is a combination of AB Strategic Research and Fixed Income strategies which combines a top-down perspective on secular trends with bottom-up security selection.

Portfolio Overview

  • Seeks to capitalize on powerful themes that impact multiple industries
  • Targets a universe of companies that may benefit from innovation and long-term trends
  • Fixed income allocation seeks to reduce overall portfolio volatility
  • Uses a top-down and bottom-up research- driven investment process

Primary Investments

  • Equity portfolio consists of US companies, diversified across industries and market caps
  • Fixed income portfolio consists of individual debt securities split approximately 60%/40% between government bonds and investment- grade corporate bonds

Management Team

Daniel C. Roarty, CFA

Chief Investment Officer—Sustainable Thematic Equities

Ben Ruegsegger, CFA

Portfolio Manager—Sustainable US Thematic; Senior Research Analyst—Sustainable Thematic Equities

Investment Products Offered:

Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed

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