AllianceBernstein Holding L.P. · NYSE:AB
AllianceBernstein Holding L.P — Investor Presentation (June 2024)
15 slides from AllianceBernstein Holding L.P's investor presentation, Jun 30, 2024
Slide 1: Decoding Your Investment World
Decoding Your Investment World Keeping You Ahead of What’s Next 30 June 2024 For Investment Professional use only. Not for inspection by, distribution or quotation to the general public. This information is directed solely at persons in jurisdictions where the Portfolio and relevant share class are
Slide 2: This Is AllianceBernstein (AB)
This Is AllianceBernstein (AB) About Our Firm How We Partner with Clients • Founded in 1967, solely focused on investment • Strong belief in adding value for clients well beyond management and research individual investment strategies, including: • HQ in Nashville, TN; offices in 27 countries and 53
Slide 3: Committed to Delivering Better Investment Outcomes for Our Clients
Committed to Delivering Better Investment Outcomes for Our Clients Diverse perspectives lead to differentiated insights and innovative solutions Fostering Diverse Perspectives Embracing Innovation Our culture engages people with different We challenge convention by applying new backgrounds, viewpoin
Slide 4: Fostering Diverse Perspectives
Fostering Diverse Perspectives A diverse, engaged culture brings out the best in our people—and for our clients Building a Engaging Supporting Our Diverse Culture Employees Communities • Our CEO is a member of CEO • Introduced a hybrid working • Our holistic approach to giving back Action for Divers
Slide 5: Generating Differentiated Insights
Generating Differentiated Insights Distinctive research brings investment clarity and better outcomes to our clients Diverse Thinking, Better Sharing Broad Expertise Outcomes Insights • Extensive expertise across asset • Differentiated alpha classes • Total return • Macro, fundamental and quantitati
Slide 6: Embracing Innovation
Embracing Innovation Applying new information sources and disruptive technology to help keep our clients ahead Enhancing Research and Applying Data Science Portfolio Management to Investing Problems ABBIE • Leveraging AI and natural language processing to extract insights from corporate filings, tex
Slide 7: Commitment to Responsibility
Commitment to Responsibility We pursue responsibility—from how we work and act to the solutions we deliver to clients AB has a strong commitment to being ESG integration and engagement are Leveraging our perspective as a a responsible firm fundamental to our responsible responsible firm and investor
Slide 8: Latest Corporate Highlights
Latest Corporate Highlights AB in the News Client Conversations • $770 billion in AUM as of 30 June 2024 • The Book for 2024: A Preliminary Language for a Post-Global World • AB hires Geoff Cornell as Chief Investment Officer of Insurance • Volatility, Artificial Intelligence, Private Markets • Chri
Slide 9: Partnering with Diverse Clients to Meet Needs and Solve Challenges
Partnering with Diverse Clients to Meet Needs and Solve Challenges Working with wide-ranging investors gives us a deeper understanding of what really matters How Our Clients Invest Where Our Clients Invest Where Our Clients Are Based $53 2% 10% $268 16% $254 $770 39% Billion 59% 75% $194 Fixed Incom
Slide 10: Harnessing Diverse Thinking to Drive Differentiated Insights
Harnessing Diverse Thinking to Drive Differentiated Insights Different viewpoints, broad expertise and a culture of collaboration foster better ideas 326 Buy-Side Analysts* 255 Fundamental 64 Quantitative 6 Economists 100 Equities 63 Fixed Income Minneapolis London 32 Multi-Asset and Hedge Funds Cop
Slide 11: A Broad Range of Solutions to Improve Client Outcomes
A Broad Range of Solutions to Improve Client Outcomes Our platform of innovative strategies helps investors achieve their unique objectives Equities Fixed-Income Boutique-Like Focus; An Innovative and Unified Global Reach and Network Platform Connected by Technology Multi-Asset Alternatives Focus on
Slide 12: Finding Answers Across the Capital Structure
Finding Answers Across the Capital Structure A Diverse Range of Strategies and Tailored Solutions Equities Alternatives Fixed Income Risk Reducing • Multi-Strategy Alternative Return Seeking • All China Equity • Select Absolute Alpha • Asia Pacific Local Currency • Emerging Markets Low Debt Volatili
Slide 13: A Word About Risk
A Word About Risk Investment in the Fund entails certain risks. Investment returns and principal value of the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. The Fund is meant as a vehicle for diversification and does not represent
Slide 14: Disclosures
Disclosures Note to All Readers: The information contained herein reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this publication. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data.
Slide 15: The [A/B] logo is a registered service mark of AllianceBernstein and AllianceBernstein ® is
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. © 2024 AllianceBernstein L.P. www.alliancebernstein.com LF-410066-2023-07-31
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