A benchmark-agnostic equity portfolio built around forward-looking thematic opportunities, not backward-looking indices

About this Fund

  • Portfolio aligned with long term, sustainable growth trends
  • Consists of U.S. equities, aligned with sustainable growth trends, diversified across industries and market caps
  • Utilizes a strategic specific tax overlay to improve after-tax returns

Investment Approach

  • Employs a “top-down” and “bottom-up” investment process with the goal of identifying high quality companies providing solutions to the world’s biggest challenges
  • Dedicated experts assess material financial and ESG factors
  • Typically holds 30-60 stocks, all exposed to long-term sustainable investment themes
  • Active tax-loss harvesting approach designed to improve after-tax returns

Meet the Team

Thematic investing means putting your dollars to work where the world is headed.

Ben Ruegsegger, CFA—Portfolio Manager—Sustainable US Thematic; Senior Research Analyst-Sustainable Thematic Equities

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Responsible Investments

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Risks To Consider

  • Market Risk: The market values of the portfolio’s holdings rise and fall from day to day, so investments may lose value. 

  • Past performance does not guarantee future results. There is no assurance that a separately managed account will achieve its investment objective.

    Separately managed accounts are subject to market risk, the market values of securities owned will fluctuate so that your investment, when redeemed, may be worth more or less than its original cost.

    AllianceBernstein Investments, Inc. (ABI) is the distributor of the AB family of mutual funds. ABI is a member of FINRA and is an affiliate of AllianceBernstein L.P., the manager of the funds. 

    AB mutual funds may be offered only to persons in the United States and by way of a prospectus. This website should not be considered a solicitation or offering of any investment products or services to investors residing outside of the United States.

    Investment Products Offered:

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

    The [A/B] logo is a registered service mark of AllianceBernstein and AllianceBernstein® is a registered service mark used by permission of the owner, AllianceBernstein L.P..


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