Overview of AllianceBernstein L.P.
Transcription
Overview of AllianceBernstein L.P.
Overview of AllianceBernstein L.P. Information Session This presentation is provided by AllianceBernstein L.P. Bernstein Value Equities is referred to as Bernstein herein; Alliance Growth Equities is referred to as Alliance herein; AllianceBernstein Blend Strategies is referred to as AllianceBernstein herein; AllianceBernstein Fixed Income is referred to as AllianceBernstein herein; AllianceBernstein Alternative Investments is referred to as AllianceBernstein herein. This presentation booklet has been provided to you for use in a private and confidential meeting to discuss a potential or existing investment advisory relationship. This presentation is not an advertisement and is not intended for public use or distribution beyond our private meeting. Sanford C. Bernstein • Founded in 1967 Merger in 2000 Evolution of Global Leader in Asset Management Global Asset Management Firm • Managing $458 Billion* • Listed as AB on NYSE • Approximately 4,300 Employees AllianceBernstein Alliance Capital Management • Founded in 1971 • At AllianceBernstein, research excellence is the key to realizing the firm’s dual mission. It is the route to sustainable investment success and provides the content-rich communications that inform client needs *As of June 30, 2010 AllianceBernstein.com 1 AllianceBernstein: Company Overview AllianceBernstein $484 Billion AUM* www.alliancebernstein.com AllianceBernstein Investments AllianceBernstein Institutional Investments Bernstein Global Wealth Management Sanford C. Bernstein & Co. (Retail) $125 Billion (Institutional) $283 Billion (Private Client) $76 Billion (Sell-Side Research) www.alliancebernstein.com www.institutional.alliancebernstein.com www.bernstein.com www.bernsteinresearch.com Wholesalers Advisors Advisors Institutional Sales Force Blackbooks Research Notes Brokers Institutional Clients Individual Investors Conference Calls Research Website ‘The Street’ (Fidelity, Vanguard, etc.) Individual Investors BUY-SIDE SELL-SIDE longer-term Analyst outlook shorter-term Analyst outlook *As of September 30, 2010 AllianceBernstein.com AllianceBernstein 2 Global Presence Offices in 44 cities in 23 countries* Approximately 4,300 employees* *As of June 30, 2010 AllianceBernstein.com 3 Our Mission To place our clients’ interest first and foremost To utilize our research capabilities to have more knowledge than any investment firm in the world To use and share knowledge better in order to help our clients achieve investment success and peace of mind AllianceBernstein.com 4 Foundations of AB Culture Intellectual Curiosity: always asking why Willingness to Self Examine: ready to change one’s mind Partnerability: sharing information and ideas AllianceBernstein.com 5 Investment Research: Research is our DNA The DNA of AllianceBernstein is research, as research excellence is at the core of delivering superior investment results for our clients. Recent Black Books Discovering Innovation Insights from Early Stage Growth Research Abating Climate Change What Will Be Done and the Consequences for Investors The Dawning Age of Molecular Medicine US Telecommunications: Wireline Unplugged Corning: The Big Green Machine IP Video: The Push to 80% Genzyme: A New Model for the Small Pharma? US Machinery & Capital Goods: A New Look at Cyclicality AllianceBernstein.com 6 Research Leadership recognized worldwide AllianceBernstein.com 7 Commitment in Action We have been recognized for our commitment to growing talent and for the dramatic impact it has had on our employees and on the firm AllianceBernstein.com 8