Description
A model portfolio comprises various investment products and is designed to meet specific investor objectives, including income generation and total return.
Model Portfolios
Benefits of Model Portfolios
- Model portfolios offer a streamlined way to access diversified, professionally managed investment strategies tailored to an investor’s goals and risk profile.
- Model portfolios allow investors to align their portfolios with objectives such as growth, income or risk management. Investors also benefit from an investment manager’s expertise in active management and asset allocation.
- AB’s model portfolios are built for efficiency and precision. The open-architecture design leverages both active and passive ETFs for unmatched flexibility and advisor credibility. Dynamic, globally diversified portfolios—powered by smart research—drive risk-aware, cost-efficient investment strategies that seek better outcomes for investors and more efficiency for advisors.
Model Portfolio FAQs
Use Case Example
Investor allocates $500,000 to an AllianceBernstein Model Portfolio.
- Objective: Long-term growth with moderate risk.
- Constraint: Maintain 60/40 equity-to-fixed-income exposure.
- Implementation: Advisor uses AB's Dynamic Multi-Asset Income 60/40 portfolio, which is rebalanced quarterly to remain aligned with target allocations.
- Outcome: Investor gains a diversified, professionally managed portfolio designed for consistent risk-adjusted returns and aligned with long-term goals—without the need for ongoing manual adjustments.
Why Invest with AB?
AllianceBernstein is a global investment manager with a singular focus on delivering superior outcomes for clients through active management and differentiated research. Through innovation, technology, and deep client partnerships, AB provides flexible solutions and actionable insights to help investors navigate complex markets confidently.
AB’s model portfolios combine our multi-asset expertise, research and risk discipline that seeks to delieve diversified allocations for advisors and their clients. Each model reflects a coherent, scalable investment philosophy.
What Are Other Popular Investment Vehicles?
Mutual Funds
ETFs
Interval Funds
Separately Managed Accounts
Closed-End Funds
CITs
Investors should consider the investment objectives, risks, charges and expenses of the Fund/Portfolio carefully before investing. For copies of our prospectus or summary prospectus, which contain this and other information, visit our Literature Center or contact your AB representative. Please read the prospectus and/or summary prospectus carefully before investing.