Alliancebernstein Holding L.p. · NYSE:AB
Alliancebernstein Holding L.p — Alliance Capital Management — Investor Presentation (June 2001)
14 slides from Alliancebernstein Holding L.p's investor presentation, Jun 27, 2001
Slide 1: Investment professionals and analysts
Includes investment professionals and analysts from joint venture affiliates and non-key investment locations. As of 3/31/01.
Slide 2: Large-Cap Growth, Multi-Cap Growth, Mid-Cap Growth, Small-Cap
Large-Cap Growth Multi-Cap Growth Mid-Cap Growth Small-Cap
Slide 3: Direct Sales, Wholesale, Private Client
Direct Sales Wholesale id <——_ > <+—_ Private Client 5,000 relationships ‘ail 6.7 million accounts Customized Unbundled Packaged 4 <—
Slide 4: By Investment Orientation
By Investment Orientation Passive 7% Fixed Income 33% bs Growth Equity 21% Value Equity
Slide 5: Amounts in $ billions
Amounts in $ billions. As of 3/31/01.
Slide 6: Amounts in $ billions
Amounts in $ billions. As of 3/31/01.
Slide 7: Gross Sales
Gross Sales
Slide 8: Source: Alliance Capital and ICI. U.S. Based Funds
Source: Alliance Capital and ICI. U.S. Based Funds. As of 3/31/01.
Slide 9: Simulated Bernstein/Alliance 50/50 performance
*Results were simulated from actual returns of Bernstein Strategic Value and Alliance Large Cap Growth composites in a 50/50 percentage mix to create the Bernstein/Alliance 50/50 Simulation (the "Simulation"). The Simulation returns were calculated quarterly by adding the respective percentages of B
Slide 10: Mutual Funds, Wrap, Hedge Funds, Institutional Accounts
Mutual Funds Wrap Hedge Funds Institutional Separate Accounts Private Client Account| Variable Annuities U.S. | Offshore | Fixed | Growth Equity v v v v v v v v v v v v v v Value Equity
Slide 11: We Compete For Virtually Every Investment Mandate Worldwide
We Compete For Virtually Every Investment Mandate Worldwide
Slide 12: As of 5/31/01. Since IPO 4/88
*As of 5/31/01. **Since IPO 4/88.
Slide 13: Based on LTM distributions for periods ending 1Q01 and 1Q96
*Based on LTM distributions for periods ending 1Q01 and 1Q96. Adjusted for two-for-one Unit split in 1998. As of 3/31/01.
Slide 14: Alliance Capital
The vg es mal’s Choice Alliance Capital
Alliance Capital Management — Investor Presentation (June 2001) on 6ix