[2], Alliance Capital was founded in 1971 when the investment-management department of Donaldson, Lufkin & Jenrette, Inc. merged with the investment-advisory business of Moody's Investor Services, Inc.[3]. Prior to joining Autonomous, Ryan was the US Property & Casualty Insurance analyst at Credit Suisse. European Payments & FinTech, Senior Analyst. . Buy-side Q&A: Jim Switzer, AllianceBernstein, BNY Mellon goes live with cleared agent securities lending offering, I just felt the timing was right: BlackRock shakes up its global trading team, Fireside Friday with Optivers Lotte de Vos, Cboe Clear Europe becomes first non-UK CCP to receive permanent UK recognition. Provides computing, communications, infrastructure, services, support and innovations that sustain high-quality research and diverse investment services for institutional investors, individuals and private clients. Prior to transferring to Autonomous Research, Christian covered US capital markets at Bernstein since 2017. AllianceBernstein L.P., A global asset management company, based in New York, USA, is a subsidiary company of a famous French insurance company, AXA. This group ensures a smooth portfolio implementation process, from early planning stages to product launch. 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. ET by Ciara Linnane AllianceBernstein says CarVal has about $14.3 bln in AUM Mar. Knight, a vice president, joined the firm in 2000 from Syracuse University, according to LinkedIn. This team develops custom solutions by combining equity, fixed income, alternative assets, and securities to meet client objectives. Alex joined AB Bernstein in July 2014 after having spent 4 years in an IR Advisory role at Ipreo. By Chris Hall. The city of Bethlehem is not backing down on its bid to buy three churches and a parking lot in the city, officials said Tuesday. PARIS, Nov 22 (Reuters) - Societe Generale (SOGN.PA), France's third-biggest listed bank, and U.S. investment management company Alliance Bernstein (AB.N) plan to form a joint venture focusing on global cash equities and equity research, they said on Tuesday. David Smith is the Analyst at Autonomous covering US Growth Banks. We recently hit four million messages a day, in terms of data coming into the fixed income desk, all of which helps traders make faster decisions. 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. David joined Autonomous in 2019 to lead Credit Research Sales. Rachel started her career in 1994 at a small stock brokers in New York, followed by three years at Tate & Lyle supporting the FD. AllianceBernstein provides investment management services to institutional (46% of assets under management), retail (38%), and private (16%) clients through products that includes mutual funds, hedge funds, and separately managed accounts. Alex has been a member of the Autonomous Team since 2019. Our sell-side business has three divisions: Research, Sales and Trading. such as the private wealth management business and sell-side research and trading, will . Its investment services cover fixed income, equities, multi-asset, and alternative investments. Alliancebernstein manages $721.8 billion and provides investment advisory services for 23,903 clients (1:55 advisor/client ratio). We like to say that investment research is in our DNA. Even though the equity markets are ahead of fixed income from an automation perspective, they still have high-touch traders driving performance. Technology: Bank Services How is the rise of passive investment vehicles changing the fixed income market? 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. Prior to joining Autonomous in 2016, Brian worked in equity research at Barclays covering emerging technologies across the US and Europe. 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. AllianceBernstein has received a consensus rating of Hold. Before Merrill Lynch, Ed also worked for successful banks teams at Credit Suisse and JP Morgan. 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. Prior to joining Autonomous in 2017, Maeshal was at JPMorgan for 5 years on their corporate development team, where he worked with C-suite management on strategic planning. Geoffrey Elliott leads our GEM Financials Strategy coverage in addition to covering names in LatAm from our New York office. Instead, we can sell a US$500m diversified basket, for example, if we can identify opportunities from total return funds or exchange-traded funds (ETFs). Erik joined Autonomous in 2016 and has been covering the US life insurance sector since 2005. BNY Mellon goes live with cleared agent securities lending offering. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks . 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. We believe this is unsustainable,' he said. Multi-Asset Solutions team's clients include retirement plan sponsors, insurance companies, retail investors and high-net-worth individuals. Before moving to a sell-side analyst role in 2000, Stefan spent another nine years at Dresdner Bank in Germany and Canada, working in different roles in retail and corporate banking, credit risk and executive management. Furthermore our commitment to access and absence of conflicts supports an unrivalled offering for our clients. Research is not simply a priority for AllianceBernstein, it is part of what defines us and distinguishes our firm. Yundi joined Autonomous in 2014 and has been analysing China macro-financial developments since then. Prior to joining Autonomous in Jan 2016, Hayley worked at CPPIB in the Fundamental Equities team. Analysts project a profit of 46 cents a share, a rise . 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. Kelsey joined Autonomous in 2022 with 8 years of research experience spanning across IT Hardware supply chain companies that specialized in flat panel display, display glass, PCs and industrial robotics; Asian equity strategy, and Asian and US gaming companies. The Price and Consensus chart displays the company's stock price along with the consensus estimate. 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. OUR CULTURE Cultivating Diverse Perspectives At AB, we bring together people of many backgrounds. On 11/16/2022, Nike Inc traded for a price of $105.23 per share and a market cap of $164.64Bil. Before joining Autonomous, Dan spent seven years with Barclays, in their Treasury department working in finance and capital markets execution. Back Submit. Roughly a dozen traders at AllianceBernstein offices in Sydney, Japan, Hong Kong and London were untouched by layoffs. Product Strategy & Development designs, develops and manages the firms global lineup of investment services, and considers clients evolving needs to identify new opportunities. 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. He headed trading from 2006 to 2009. Industry: Investment & Asset Management. 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. Brown. It is unclear whether the pink slips were a result of declining trading volumes and assets or simply a changing of the guard. How are you augmenting the skill set on your fixed income trading desk to ensure you trade effectively in an increasingly automated? He holds a JD from Harvard Law School and a BS in Industrial & Labor Relations from Cornell University. Organic fermented tea hasn't been the only draw top executives got $4 million in stock awards . The move was announced by James Switzer, global head of the company's . Some quantitative tools help our fundamental analysts improve their forecast accuracy. What support do you need from third-party providers to augment your own initiatives? "[8], AllianceBernstein and Fidelity Investments took control of supermarket Winn-Dixie's parent company during the latter's 2018 bankruptcy. Excellence in investment research and trading is the core of our sell-side research unit's business. Chen joined Autonomous in September 2014. Weve been amassing historical and point-in-time data through our ALFA market liquidity surveillance tool over the last five years. Prior to joining Merrill Lynch, she spent two years as at Fox-Pitt, Kelton, where she also covered Central and Eastern European banks. Learn more on AB's analyst rating history. The trade had a 0.25% impact on the equity portfolio. Bernstein Private Wealth Management Investment Services & Sell Side Equity Research We're a global investment management and research firm. It offers mutual funds, closed-end funds, managed accounts, sell-side research, institutional trading and other services. . The Controllers Group includes Corporate Accounting, AUM Reporting, Financial Reporting, Broker-Dealer Accounting and Reporting, International Financial Controls, Accounts Payable, and Payroll. AllianceBernstein LP - Company Profile and News - Bloomberg Markets US Edition Subscribe Live Now Bloomberg TV+ Bloomberg Markets Europe Anchored by Anna Edwards and Mark Cudmore,. Prior to joining Autonomous he worked at KPMG in Financial Services audit, focusing on large banks. 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. His view is that buyside traders should be more like sales traders in how they service their portfolio managers, relying on the sellside for market insight from its specialists or sector traders. He began his career at Neuberger Berman as a portfolio analyst before moving to the sell-side in 1999. AllianceBernstein traces its origins back to the founding of Sanford C. Bernstein in 1967 as an investment-management firm for private clients. Amy joined Autonomous in Nov 2016 having previously been a Specialist Salesperson in the Technology Sectors for three Investment Banks. He has over 10 years working experience in macroeconomic research. AllianceBernstein provides industry-leading research and investment solutions through a combination of innovation, intellectual curiosity and relentless ingenuity. AllianceBernstein Holding L.P. is a global asset management firm providing investment management and research services worldwide to institutional, high-net-worth and retail investors. Prior to UBS she held similar positions at Deutsche Bank, Bank of America Merrill Lynch, and The Royal Bank of Scotland. 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. David holds a BA in Economics from Yale with distinction and a MBA from Columbia Business School. Rory joined Autonomous from Bernstein after the merger in 2019. The group's functions include constructing portfolios, monitoring asset exposures and allocations, managing client-specific requests, tax management, monitoring pre-trade client guideline compliance, and exception resolution. In 2000, Alliance acquired Bernstein, an institutional house with a thriving private client business and $88 billion in value stocks, for $3.5 billion. Also, Whalen has discussed getting away from sector trading at the firm, according to one knowledgeable source. She has served as manager on a variety of operations-related projects. He is also a CFA Charterholder. China Macrofinancial and Asian Banks, Senior Analyst. AllianceBernstein is a research-driven Asset Management firm that is global in scope and client-centered in its mission. 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 . Fan Zhang is a senior China macro-financial research analyst. Equities Fixed Income Multi-Asset What unites a global investment and research firm? Using our bot, Abbie, were in beta testing with a number of sell-side firms to enable bot-to-bot smart order routing, where the trade is sent to the sell-side firm and is automatically routed either to an algo or for risk pricing based in the information Abbie sends with the trade. Artist: Leonard Bernstein. He previously worked on the US Life Insurance team. Were looking for driven, collaborative people with new ideas. , focusing on large Banks and the Royal Bank of Scotland 1:55 advisor/client )! An unrivalled offering for our clients in 1999 the guard share and a BS in Industrial & Labor from. 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