Alliancebernstein Holding L.p. · NYSE:AB
Alliancebernstein Holding L.p — Alliance Capital Management Holding — Investor Presentation (November 2004)
16 slides from Alliancebernstein Holding L.p's investor presentation, Nov 16, 2004
Slide 1: Strategic Objectives and Positioning
S- a AllianceCapital rN ‘wewnw-alliancecapital.com November 15, 2004 Strategic Objectives and Positioning Lewis A. Sanders Chief Executive Officer
Slide 2: Firm Positioning Aligned with Clients
Firm Positioning Aligned with Clients Mission Is to Help Clients: Be aa re Secure re Secure c enRieS REGTRE Reseat Content: h ompetencies Required Excellence ‘ommunications 1 AllianceCapital AX.
Slide 3: Research Excellence: The Route to Sustaining Investment Success
Research Excellence: The Route to Sustaining Investment Success Research Excellence Use Knowledge Better 2 AllianceCapital AX.
Slide 4: Research Excellence: Know More—Creating Informational Advantages
Research Excellence: Know More—Creating Informational Advantages Comprehensive Scope m= Global Research Footprint e Growth @ Americas @ Industry/Company e Value « Europe @ Economic @ Fixed Income @ Asia @ Currency Innovation = Strategic Change = Early-Stage Growth Improved Accuracy m Advanced Analyt
Slide 5: Research Excellence: Using Knowledge Better—The Mission of Quantitative Methods
Research Excellence: Using Knowledge Better—The Mission of Quantitative Methods Applied Behavioral Finance @ Identify Systematic Pricing Anomalies @& Improve Timing Tools (When to Buy / When to Sell) AssetiLiability Modeling @ Solve Complex Investment-Planning Problems @ Design Specialized Mandates
Slide 6: Global Investment Platforms: Maximizes Geographic Range
Global Investment Platforms: Maximizes Geographic Range Global Value Global Gro: US Value -— US Growth UK Value [— UK Growth Japan Value t— Japan Growth Australian Value — Australian Growth European Value t—- European Growth EAFE Value ‘— EAFE Growth 5 AllianceCapital AX.
Slide 7: Growth in Non-US Assets
Growth in Non-US Assets By Service $487 Billion ‘oe at Sep 30, 2004 g Tox Non-US $438 Billion sun 25% at Sep 30, 2003 By Client Domicile Non-US 23% AllianceCapital AX.
Slide 8: Global Investment Platforms: Optimized in Style-Blend Form
Global Investment Platforms: Optimized in Style-Blend Form oiler Global Style Blend > g Global Growth t t_ Return- @ Global Value Premium Objective Lower Risk <== Risk SD Higher Risk once SCI aatae Copa 7 AllianceCapital AX.
Slide 9: Significance of Style-Blend Services
Significance of Style-Blend Services Total AUM: $487 Bil. at Sep 30, 2004 Fixed Income $168 Value Component $22 Index/Structured =, Growth Component $21 8 AllianceCapital AX.
Slide 10: Global Investment Platforms: Maximizes Return/Risk Range
Global Investment Platforms: Maximizes Return/Risk Range @ Strategic Value Return- Premium Objective W Diversified Value | @ Structured Value Lower Risk <== Risk SD Higher Risk ovcesStndan Poore an linc Capa 8 AllianceCapital AX.
Slide 11: Global Investment Platform: Amplified Return in Hedge-Fund Form
Global Investment Platform: Amplified Return in Hedge-Fund Form Total Hedge Fund AUM: $3.3 Bil. at Sep 30, 2004 Fixed Income Global Value Other US Value 10 AllianceCapital AX.
Slide 12: Content-Rich Communications: Fostering Peace of Mind
Content-Rich Communications: Fostering Peace of Mind Retail Mutual Funds = Help clients make informed (right) choices m Improve client satisfaction and persistency " AllianceCapital AX.
Slide 13: Optimizing Profitability: Leveraging Intellectual Capital
Optimizing Profitability: Leveraging Intellectual Capital Bundled Unbundled Optimized ‘Additional Profit? Assets Under Management pea Assets Revenue Optimized ae Private Institutional eee) vsccutions clients Research Optimized Global Platforms/ Product Breadth Local Derivatives Intellectual Capital
Slide 14: Fiduciary Imperatives
Fiduciary Imperatives m Fair and equitable treatment of aff clients m Client interests first m= Comply with investment mandates mw Abide by all rules and regulations 13 AllianceCapital AX.
Slide 15: Promoting a Fiduciary Culture
Promoting a Fiduciary Culture Incentives/ Alignment Education/ Awareness Detection/ Surveillance/ Enforcement “4 AllianceCapital AX.
Slide 16: Searchable text section of graphics shown above
Searchable text section of graphics shown above [GRAPHIC] [ LOG O] www.alliancecapital.com November 15, 2004 Strategic Objectives and Positioning Lewis A. Sanders Chief Executive Officer Fir m Positioning Aligned with Clients [Chart] [LOGO] Strategic Objectives and Positioning Res earch Excellence:
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