Profile: AllianceBernstein Holding LP (AB)
24 Mar 2017
AllianceBernstein Holding L.P., incorporated on November 18, 1987, is engaged in providing research, investment management and related services to a range of clients through its three buy-side distribution channels: Institutions, Retail and Private Wealth Management, and its sell-side business, Bernstein Research Services. The Company offers a range of investment services, including equity strategies, with global and regional portfolios across capitalization ranges and investment strategies, including value, growth and equities; traditional and unconstrained fixed income strategies, including taxable and tax-exempt strategies; passive management, including index and enhanced index strategies; alternative investments, including hedge funds, fund of funds and private equity, and multi-asset solutions and services, including dynamic asset allocation, customized target-date funds and target-risk funds. The Company's services span various investment disciplines, including market capitalization (large-, mid- and small-cap equities), term (long-, intermediate- and short-duration debt securities), and geographic location (the United States, international, global, emerging markets, regional and local), in the markets around the world.
The Company's institutional services include servicing its institutional clients, including private and public pension plans, foundations and endowments, insurance companies, central banks and governments around the world, and affiliates, such as AXA Group and its subsidiaries, by means of separately managed accounts, sub-advisory relationships, structured products, collective investment trusts, mutual funds, hedge funds and other investment vehicles. The Company manages the assets of its institutional clients pursuant to written investment management agreements or other arrangements.
The Company's retail services include servicing its retail clients, primarily by means of retail mutual funds sponsored by the Company or an affiliated company, sub-advisory relationships with mutual funds sponsored by third parties, separately-managed account programs sponsored by financial intermediaries around the world and other investment vehicles. The Company distributes its retail products and services through financial intermediaries, including broker-dealers, insurance sales representatives, banks, registered investment advisors and financial planners. These products and services include open-end and closed-end funds. They also include separately managed account programs, which are sponsored by financial intermediaries. In addition, the Company provides distribution, shareholder servicing, transfer agency services and administrative services for its retail products and services.
The Company's private wealth management services include servicing its private clients, including high-net-worth individuals and families, trusts and estates, charitable foundations, partnerships, private and family corporations, and other entities, by means of separately-managed accounts, hedge funds, mutual funds and other investment vehicles. The Company manages these accounts pursuant to written investment advisory agreements.
The Company's Bernstein Research Services include servicing institutional investors, such as pension fund, hedge fund and mutual fund managers, seeking fundamental research, quantitative services and brokerage-related services in equities and listed options. The Company serves its clients, which are based in the United States and in other markets around the world, through its trading professionals and its sell-side analysts, providing fundamental company and industry research along with quantitative research into securities valuation and factors affecting stock-price movements. The Company also provides distribution, shareholder servicing, transfer agency services and administrative services to the mutual funds it sponsors.
AllianceBernstein Holding LP
1345 Avenue of the Americas
NEW YORK NY 10105-0302
Company Web Links
- BRIEF-AB preliminary AUM increased to $498 bln during Feb. 2017 from $489 bln at end of Jan.
- BRIEF-AllianceBernstein Holding qtrly GAAP diluted net income $0.77 per unit
- MOVES-AllianceBernstein, Standard Chartered, UBS
- MOVES-AllianceBernstein names new senior vice president
- BRIEF-AB announces January 31, 2017 assets under management