This requires not only electronic process change but also behavioural process change from traders and the investment team in how they approach risk management and portfolio optimisation. Jan spent the past five years as an equity salesperson at top-ranked Emerging EMEA investment bank, WOOD & Co. Jan draws upon his vast experience living and working in emerging markets along with first-hand knowledge of the GEM corporate universe to generate ideas. He holds a BA in History from Brown University and a post-graduate degree in Philosophy/Religious Studies from Oxford University. We like to say that investment research is in our DNA. The team also connects with clients via phone calls, meetings and conferences. Our research disciplines include fundamental research, quantitative research, economic research and currency forecasting. In July this year AllianceBernstein completed the acquisition of CarVal Investors, a global private alternatives investment manager with $15bn in assets under management, primarily focused on opportunistic and distressed credit, renewable energy infrastructure, specialty finance and transportation investments. As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Money manager AllianceBernstein let four equity traders go in New York last Tuesday, in a move industry observers say is unprecedented on the buyside, but standard operating procedure in the brokerage world. In the three months to the end of May, we executed around US$10 billion of portfolio trades, 25% of our high-touch volumes year to date. Before becoming a founding partner of Autonomous he worked at Merrill Lynch for ten years, in both London and New York. Finance: Need Help? Independent, in-depth sell-side research and brokerage services for institutional investors. [24] It is now administered by Ascensus College Savings. Autonomous uses BNP Paribas Security Service as our clearing partner. Were digesting lots of data sources, we have multiple tools and analytics running, and we want to be able to engage the market efficiently at the point of risk transfer. We believe that superior returns come from investing in people, and we support personal and professional growth by offering learning and career development programs, competitive and meaningful benefits, and wellness initiatives across the firm. Bank Services Our Administrative Services team consists of real estate and lease administration, strategic space planning, design and construction offices, facilities operations, food and office services, and corporate travel. In parallel with this change from a principal-based market-making model to a riskless transfer model, the bigger change is how the sell-side engage with us as clients. She received a BA (Hons) in European Business from Portsmouth Business School and a Diplom-Betriebswirt (FH) degree from the Fachhochschule Mnster in Germany. In October 2000, Alliance Capital acquired Sanford C. He is a graduate of the University of Virginia and Georgetown University. Prior to this, Farquhar worked at Morgan Stanley for six years. Youdish joined Autonomous in 2011 and covers Nordic P&C, CEE and UK Motor Insurers. Amy looks after Research Product Sales Globally in both the Asset Manager (long-only, hedge fund, wealth management) and Non-Asset Management (Consultants, Corporates) client categories and is a relationship manager. Corinne started her career in branch banking at NatWest on a graduate programme which soon specialised on credit and the financial sector. European Payments & FinTech, Senior Analyst. LIBOR 3M + Spread. Matt previously worked at firms on both the buy-side (Millennium) and sell-side (Citi) and has experience covering a variety of financials sub-sectors (Capital Markets, Insurance, Payments/FinTech). He previously worked for RBS and the Financial Services Authority. Multi-Asset Solutions team's clients include retirement plan sponsors, insurance companies, retail investors and high-net-worth individuals. JS: One of the most important things we need is a utility to connect fixed income market participants and trading platforms. Client Group: I believe there is a willingness on the sell-side to come up with a digitised solution. Jacob is a graduate in Finance from the Stockholm School of Economics. To be successful, we foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. Based on the current quarter's distribution, it yields a robust 9%. Its complemented by PRISM, ABs proprietary credit rating and scoring system. It is unclear whether the pink slips were a result of declining trading volumes and assets or simply a changing of the guard. Our large teams of quantitative analysts develop tools to increase the likelihood of client success. ESIGHT, our proprietary ESG research and collaboration platform, is a hub for fixed income and equity investment teams to access and share insights about issuers ESG practicesin real time. Davids experience is across the credit spectrum from deeply distressed/stressed up through High Yield and Investment Grade. Buy-side Q&A: Jim Switzer, AllianceBernstein. Rory is well versed in many aspects of the equity research business, having spent several years at Bernstein working first in research marketing and then as a sales assistant on the hedge fund desk. Based on all this, we consider the possible strategies to engage liquidity, remembering of course that the best way to generate alpha is to be a liquidity provider. AllianceBernsteins two top trading executives are both former sellsiders. Learn more on AB's analyst rating history. Brian co-founded the Autonomous Research US business in 2012 and has since covered all aspects of the banking sector, currently leading coverage of US Regional Banks. Bernstein Private Wealth Management Offering investment strategies, investment planning and risk-management services. Prior to joining Autonomous, Yundi was an Associate Analyst in the Financial Institutions Group at Fitch Ratings in Beijing, where he has been analysing Chinese financial institutions. Discover potential paths to advance your career at AB. AllianceBernstein's two top trading executives are both former sellsiders. This team partners across our businesses and regions to align our people initiatives with our strategic priorities. Price Target Upside/Downside. She received her Bachelor degree in Economics from University of International Business and Economics (UIBE) in China and Master in Public Administration (MPA) from Maxwell School of Syracuse University in the US. Richard has significant experience on the sell-side having worked at Bernstein, Credit Suisse, and BMO Capital Markets where he covered various sectors including brokers, asset managers, exchanges, consumer finance, machinery and diversified manufacturing stocks. He worked in Credit Suisse's Investment Bank strategy department through the financial crisis before moving to research in 2010. Prior to transferring to Autonomous Research, John covered large-cap banks for the past decade at Bernstein, where he has been ranked among the top U.S. analysts in various industry polls, including the #1 ranking in Institutional Investor for 2018. The move was announced by James Switzer, global head of the company's . "[8], AllianceBernstein and Fidelity Investments took control of supermarket Winn-Dixie's parent company during the latter's 2018 bankruptcy. Sanders. AllianceBernstein (AB) has been upgraded to a Zacks Rank 2 (Buy), reflecting growing optimism about the company's earnings prospects. Sales & Client Services works with financial advisors and institutions to offer diversified investment solutions that help clients build and preserve their wealth. Our asset-management business has additional dimensions, but it is from research that all else flows. Before joining Autonomous, he spent six years at Concorde Securities in Budapest, where he covered CEE stocks. China Macrofinancial and Asian Banks, Senior Analyst. . Equity Swap. Oliver is a CFA charterholder and holds an MA in Physics from Oxford University. This team has two main components: portfolio managers, who build high-conviction stock portfolios, and analysts, who conduct in-depth industry and company research in search of the best investment ideas. Were agnostic to the solution and are willing to listen to the syndicate desks. [19], AllianceBernstein provides investment services for institutions. Find out everything you want to know about ABs corporate strategy, responsibility efforts and investment insights. Whether youre a global institution, financial advisor or high-net-worth individual, were committed to being your most valued partner. Contact Shareholder Services Representative at 1-800-221-5672. Bernstein Autonomous LLP 60 London Wall, London EC2M 5SH Telephone: +44 (0) 20 7170 5000 CONTACT US New York Sanford C. Bernstein & Co., LLC 1345 Avenue of the Americas New York NY 10019 Telephone: +1 212-969-1000 Hong Kong Sanford C. Bernstein (Hong Kong) Limited 39th Floor, One Island East, Taikoo Place 18 Westlands Road, Quarry Bay, Hong Kong Right now, AllianceBernstein has an S/TA ratio of 2.39, which means that the company gets $2.39 in sales for each dollar in assets. [13] In mid-August 2021, AllianceBernstein disclosed that it had entered a strategic partnership with LSV Advisors, LLC. AllianceBernstein's headquarters are located in Nashville, Tennessee; the firm also has locations throughout the world. [14], In April 2021, AllianceBernstein moved to a new headquarters in Nashville, Tennessee. He started his career at Towers Watson, where he qualified as an actuary. Stuart holds an MA in modern history from Cambridge University. AllianceBernstein's AbbieOptimizer is a tool that integrates credit research, pricing . EAN: 8436563181948. We began operations in Hong Kong in 2010, and in Mumbai in 2019, and now cover a range of sectors across Asia. One example is the concept of portfolio trading. Multi-Asset Solutions: Prior to joining Autonomous in Jan 2016, Hayley worked at CPPIB in the Fundamental Equities team. password. The average twelve-month price prediction for AllianceBernstein is $40.25 with a high price target of $45.00 and a low price target of $30.00. You can also access earnings and news reports as well as corporate filings. We like to say that investment research is in our DNA. Save. Christopher, who spent about 20 years at AllianceBernstein, traded energy, chemicals and health care. As a full-service, global asset-management firm, we're always looking for ambitious, tenacious people to invigorate our different businesses with new ideas. Before joining CIMB, he worked for UOB Kay Hian between 2009 and 2014, as head of China economic research. . He holds a degree in English from Cambridge University. Chen joined Autonomous in September 2014. This is unusual, no matter what the reason, said one industry veteran. We too need experienced traders that are skilled in risk taking and alpha generation, but a large amount of our day-to-day activity can be smart order routed and traded low-touch. In 2018, Rob was named to the Institutional Investor All-America Research team Rising Stars list. Provides vital investment-management services through more than two dozen offices located around the world. Yundi joined Autonomous in 2014 and has been analysing China macro-financial developments since then. We cant always do that right now given the existing infrastructure and often have to resort to voice trading. Most people think about best execution at the point of trade, but it as a more multidimensional process with many inputs. Kelsey holds a BA in Business Administration from Hong Kong University of Science and Technology, where she graduated in the top 1% of her class. Leona is a CFA charter holder and holds a bachelors degree in Economics from the London School of Economics and a masters degree in Finance from Judge Business School of the University of Cambridge. Its not a matter of changing the allocation process, rather its about the securities set-up process and how we communicate orders back and forth. Rob joined Autonomous in 2015, covering the online lending, fintech, and payment sectors. Internally, our focus is on systemisation of our investment process. This group ensures a smooth portfolio implementation process, from early planning stages to product launch. It tracks EPS estimates for the current and following years from the sell-side . Whalen is joined by a large list of sellside heavyweights who have moved to the buyside in recent yearsmostly from the bulge bracket. He held this post for five years, leading a team of five analysts. . Bernstein. BNY Mellon goes live with cleared agent securities lending offering. AB is also trading well below its 52-week high of $57.54, as seen below. It could and should have been handled two years ago. One observer said that even in the aftermath of the financial crisis, when assets under management were under siege, the buyside refrained from widespread layoffs in trading. Andreas joined Autonomous at its launch in 2009. He received his Bachelor of Arts with a major in Economics from Middlebury College and is a CFA charterholder. AllianceBernstein Holding L.P. is a global investment management firm. One school of thought is that it is hard to imagine a desk not being impacted with that many traders let go. Rosenberg, like Lyons and Steigerwald, was hired by a former Deutsche associate, Keith Gertsen, who ran trading at AllianceBernstein before Whalen. David joined from Reorg Research and prior to that spent ten years at CreditSights latterly the last five as Head of Sales - EMEA & APAC working with clients globally from both the sell-side and buy-side. AllianceBernstein Holdings's growth equity and corporate fixed-income investing, and its family of retail mutual funds, accompanied Bernstein's value equity and tax-exempt . Before joining Citigroup Andrew worked as a UK and European insurance analyst at Fox-Pitt Kelton. Ken joined Autonomous in 2016 and has been covering the Payments and Fintech sector. Our quantitative risk-and-return models and asset-allocation research also help us craft effective customized and packaged investment solutions for individuals and institutional investors of various types. Its a problem for the sell-side too and its impacting the secondary market. AllianceBernstein will relocate about 1,050 jobs beginning later this year, according to an SEC filing. Alex joined AB Bernstein in July 2014 after having spent 4 years in an IR Advisory role at Ipreo. AllianceBernstein provides industry-leading research and investment solutions through a combination of innovation, intellectual curiosity and relentless ingenuity. Erik has a BA in Business Economics from Brown University and is a CFA charterholder. Business Development is a conduit to the firms investment teams and supports our clients and internal business partners through investment-platform and product content, messaging, competitive analysis, and education. An ideal candidate is someone with equities experience as it is clear we in fixed income are now following the same path. Thought leaders on global financial companies. At AllianceBernstein Holdings we provide capital efficient investment vehicles to our longstanding institutional insurance investors and we deploy our own capital into the insurance sector through direct equity investments, reinsurance arrangements and hybrid solutions. [10][11], In 2019, AllianceBernstein partnered with Columbia University to provide training courses on sustainability and environmental sciences to its staff of investors. He headed trading from 2006 to 2009. Prior to joining Autonomous, Rachel spent 10 years at Citi as a research assistant working with the insurance team which would go on to co-found Autonomous. It's dedicated to institutional investment-management services, private client administration, fund services, brokerage operations and change agents. Prior to this, Andrew was on the sell-side as a member of the European insurance equity research team led by Andrew Crean at Citigroup. Prior to that, he spent two years in Merrill Lynch's Investment Banking analyst program. Fan holds a Master's degree in Financial Economics from Nottingham University (UK) and is taking a doctorate in Economics at Newcastle University (UK). John began his career as a regulatory attorney with the Federal Reserve Bank of New York. 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