Fueled by technology, AllianceBernstein creates customized municipal bond separately managed accounts to meet our clients' unique needs.
From personalizing portfolios to meet client preferences to automating tax-loss harvesting, AB seeks to build better outcomes through customization of high-quality targeted duration and ladder portfolios.
Tech Generated Alpha
Our technology-led strategy can generate non-traditional alpha sources.
Customization That Counts
Choose from different tax, portfolio, and ESG options to tailor each SMA.
Personalization Simplified
Easily construct personalized portfolios with a user-friendly digital interface.
AbbieOptimizer is a portfolio-building engine that links real-time trading data and market liquidity metrics with clients’ individual needs, highlighting mis-priced opportunities and identifying tax optimization benefits. Watch the video to learn how we do it.
Let us help you help your clients via an intuitive digital interface that makes it easier to build a personalized portfolio based on your client’s needs.
Choose an AB Muni SMA strategy to start and then use our SMA Design Center to choose portfolio preferences catered to each client’s unique needs.
Select an active ladder structure or targeted duration strategy that fits your client’s short, intermediate, or long investment timeline, customized to their state specifications.
Enter your client’s specific tax situation to systematically tax optimize their SMA, continuously harvesting tax losses.
Select up to four themes from a variety of socially responsible investing categories to customize your portfolio based on client ESG values. This data-driven approach screens the portfolios and excludes investments in issuers that rank in the bottom 25th percentile of publicly reported metrics.
Invest in munis the AB way.
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