Alliancebernstein Holding L.p. · NYSE:AB
Alliancebernstein Holding L.p — Alliance Capital Management — Investor Presentation (January 2003)
25 slides from Alliancebernstein Holding L.p's investor presentation, Jan 17, 2003
Slide 1: Assessing Investment Capability
Link to searchable text of slide 1
Slide 2: Assessing Investment Capability - E.G. Future Investment Results
ASSESSING INVESTMENT CAPABILITY —~> E.G. FUTURE INVESTMENT RESULTS Goals Client Satisfaction Business Growth Objective Compensation Key Questions Do We Have the Right Mix of Product Offerings to Meet Client Needs Over the Long Term? Are We Positioned to Add Value in Every Product We Offer? Analysis
Slide 3: Link
Link to searchable text of slide 3
Slide 4: Link to searchable text of
Link to searchable text of slide 4
Slide 5: Annualized Return 1994-1999
THE ENVIRONMENT 1994-1999 Annualized Return 48 Lipper Tashnolog 38 20 28 ‘witshire 5000 g comes 20 Uprpr Le Core 16 gas Lipper [ce vatue 10 ian Govan 10 4 6 20 Annualized Standard Deviation 25 20 6 ALLIANCE CAPITAL at
Slide 6: Annualized Return 1994-1999 - Balanced
THE ENVIRONMENT 1994-1999 Annualized Return Lipper Balanced, Balanced o 5 10 16 20 28 30 Annualized Standard Deviation 6 ALLIANCE CAPITAL at
Slide 7: Premier Growth 1994-1999
THE ENVIRONMENT 1994-1999 Pramier Growth Lipper Lq Grow Annualized Return o 6 10 16 20 25 20 Annualized Standard Deviation 7 ALLIANCE CAPITAL at
Slide 8: Strategic Value 1994-1999
THE ENVIRONMENT 1994-1999 8 wth Arnuslized Return = Lipper Le [strategic Value Vaue 0 6 10 16 20 25 20 Annualized Standard Deviation e ALLIANCE CAPITAL at
Slide 9: Technology 1994-1999
THE ENVIRONMENT 1994-1999 48 ipper Technology| 7 0 1 Technology 38 a) = 5 25 Z 20 a 16 10 6 o o 6 10 16 20 25 20 Annualized Standard Deviation @ ALLIANCE CAPITAL at
Slide 10: Link to searchable text
Link to searchable text of slide 10
Slide 11: Annualized Return 2000-2002
THE ENVIRONMENT 2000-2002 ‘Annualized Return 0 20 40 20 20 50 60 Lehmar|covercorp, hn 0 [ein Upper Baapond a Lippes|LC Value 1 witeive 60 Lijper Lc 7 Lipper Le Growth Lippe Technology . o 6 10 16 2S Ey 35 0 26 0 Annualized Standard Deviation ” ALLIANCE CAPITAL at
Slide 12: Annualized Return 2000-2002 - Balanced
THE ENVIRONMENT 2000-2002 Aenuslized Return 0 20 20 10 60 60 Balanced 1 Lipper Balancea| 10 16 20 25 20 Annualized Standard Deviation 38 2 ALLIANCE CAPITAL at
Slide 13: Annualized Return 2000-2002 - Growth
THE ENVIRONMENT 2000-2002 Arnuslized Return 0 20 20 40 20 20 60 60 Lipper Le frowth mr Pra ft 10 16 20 25 20 Annualized Standard Deviation 35 ALLIANCE CAPITAL at
Slide 14: Value 2000-2002
THE ENVIRONMENT 2000-2002 0 20 20 10 trates Value + ue Horouth ef income Annualized Return 20 60 9 6 10 16 20 25 20 35 20 a6 0 Annualized Standard Deviation “ ALLIANCE CAPITAL at
Slide 15: Annualized Return 2000-2002 - Technology
THE ENVIRONMENT 2000-2002 Annualized Return 0 20 20 20 60 Technology| T . [Corer [Technology 10 16 20 25 20 35 0 a6 Ey Annualized Standard Deviation 6 ALLIANCE CAPITAL at
Slide 16: Link to searchable text
Link to searchable text of slide 16
Slide 17: Annualized Return 1994-2002
THE ENVIRONMENT 1994-2002 16 14 2 witehine 5000, Unparte|¢, Lehman}oovecore, Pe alu, * 10 slipper Lc Bore Tipperfaatanced Annualized Return Lipper Lc 6rd . Ti Lipper Teohnology o 6 10 16 20 25 20 5 0 Annualized Standard Deviation v ALLIANCE CAPITAL at
Slide 18: Annualized Return 1994-2002 - Balanced
THE ENVIRONMENT 1994-2002 Annualized Return 16 14 2 10 Balanced 1 Lipper fianced 10 16 20 25 Annualized Standard Deviation 20 35 a0 ° ALLIANCE CAPITAL at
Slide 19: Premier Growth 1994-2002
THE ENVIRONMENT 1994-2002 16 14 2 10 Pramie| Growth 7 Annualized Return Tippee Growth 0 6 10 16 20 25 20 35 0 Annualized Standard Deviation 0 ALLIANCE CAPITAL at
Slide 20: Annualized Return 1994-2002 - Value
THE ENVIRONMENT 1994-2002 Annualized Return 16 14 2 10 W Groot Zncame 1m Statfaic Value Lipper LC Valhe 16 20 25 Annualized Standard Deviation 20 35 20 a ALLIANCE CAPITAL at
Slide 21: Annualized Return 1994-2002 - Technology
THE ENVIRONMENT 1994-2002 16 14 2 10 Annualized Return Technology| 1 . Lipper Technology o 6 10 6 20 25 20 35 a0 Annualized Standard Deviation a ALLIANCE CAPITAL at
Slide 22: Annualized Return 1994-2002 - All Products
THE ENVIRONMENT 1994-2002 Annualized Return 16 14 2 10 TW Grove Encome lpalancea strate Value 1 Upparte| Lehmay Govtrcorp, ie ‘ Premier Growth Tippeseatanced 4 ICpper Le Gor Technology A a) Lipper Le Grady . Lipper Technology 10 16 20 Annualized Standard Deviation 25 Ey 35 0 2 ALLIANCE CAPITAL at
Slide 23: Quantitative Analysis
QUANTITATIVE ANALYSIS The Key Questions + Are We Adding Value Relative to Reasonable Client Expectations? * Do the Findings Mean Anything for the Future? + Is the Level and Nature of Current Portfolio Risk (ex ante) Appropriate? 2 ALLIANCE CAPITAL at
Slide 24: Qualitative Assessment
QUALITATIVE ASSESSMENT People ==> Leadership - Depth - Intellect - Energy - Character - Experience - Continuity Philosophically Committed Process + Internal Logic + Rigor + Continuity Resources + Research + Trading + Systems a ALLIANCE CAPITAL at
Slide 25: Link to searchable text
Link to searchable text of slide 25 Exhibit 99.02 [A LLIANCE CAPITAL LOGO] ASSESSING INVESTMENT CAPABILITY FUTURE INVESTMENT RESULTS Bruce Calvert Chief Executive Officer January 16, 2003 [A LLIANCE CAPITAL LOGO] A SSESSING I NVESTMENT C APABILITY — E.G. F UTURE I NVESTMENT R ESULT S Goals Client Sa
Alliance Capital Management — Investor Presentation (January 2003) on 6ix