Sanders. We have traders that have traded on all three of emerging markets, investment grade and municipals, while others have moved around between desks geographically. We use cookies on this site to enhance your user experience. Institutional Investor recognized him as a Rising Star for US life insurance in its 2013 and 2014 All-America Research surveys, and he was ranked Runner-Up in the 2016 survey. In October 2000, Alliance Capital acquired Sanford C. Farquhar holds a MA Honours degree in Economics from Cambridge University. Discover an area of AB that may be a good fit for you. Alliancebernstein Review. AllianceBernstein's headquarters are located in Nashville, Tennessee; the firm also has locations throughout the world. Oliver is a CFA charterholder and holds an MA in Physics from Oxford University. Charlene holds both an MBA and an MA in International Relations from Yale University. It's Not Enough", "AllianceBernstein acquires investment manager AnchorPath", "AllianceBernstein sets timetable for opening of new Fifth + Broadway headquarters", "Of Note: AllianceBernstein gifts O'Bryan Center $100K", "AllianceBernstein Forms Partnership with LSV Advisors for Firm's Private Wealth Business - SWFI", "AllianceBernstein to acquire global private alternatives manager CarVal Investors", "Rhode Island (RI) 529 College Savings Plans - Saving for College", "R.I. chooses new manager for CollegeBoundfund", "Life Insurer Equitable Is a Cheap Way to Play AllianceBernstein", https://en.wikipedia.org/w/index.php?title=AllianceBernstein&oldid=1112472493. It has approximately US$498 billion in assets under management as of June 30, 2017. Founded. EAN: 8436563181948. We like to say that investment research is in our DNA. At AB, we bring together people of many backgrounds. Kelsey Zhu is the lead Analyst covering Financial Information Technology companies. Also, Whalen has discussed getting away from sector trading at the firm, according to one knowledgeable source. The quality of our network informs and enriches our research product and ideas. At a council meeting Tuesday evening, Mayor J. William Reynolds . David joined Autonomous in 2019 to lead Credit Research Sales. Comparing this to the industry average of 0.35, it can be said . Roughly a dozen traders at AllianceBernstein offices in Sydney, Japan, Hong Kong and London were untouched by layoffs. What unites a global investment and research firm? Jim Switzer, senior vice president and global head of fixed income trading at AllianceBernstein, talks to The TRADE about the firms approach to fixed income automation and augmenting the desks skill set. Prior to that, he was an equity research associate at Janney Montgomery Scott covering REITs and an equity analyst at First Eagle Investment Management's family office. Prior to joining RBS in 2001, Corinne led a team of insurance analysts at the rating agency Standard & Poor's where she worked for 6 years. Most people think about best execution at the point of trade, but it as a more multidimensional process with many inputs. AB AllianceBernstein Holding L.P. Wall St. Analysts Ratings & Price Target 14.98K followers $38.02 1.48 ( +4.04%) 1:36 PM 01/10/23 NYSE | $USD | IEX real time price Summary Ratings Financials. Jacob is a graduate in Finance from the Stockholm School of Economics. Open side navigation menu . How are you augmenting the skill set on your fixed income trading desk to ensure you trade effectively in an increasingly automated? Jim Switzer: Data aggregation is probably our number one priority right now. The Fixed Income team is composed of product and strategy groups whose coverage spans high-yield corporate bonds, emerging-market corporate bonds, global economic research, quantitative research, securitized products, alternative credit and municipal bonds. Prior to Autonomous, he spent three years at Capital One Financial in the Corporate Development team, leading M&A transactions and strategic partnerships. Investors might want to bet on AllianceBernstein (AB), as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). 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. Organic fermented tea hasn't been the only draw top executives got $4 million in stock awards . This diversity of thinking and perspectives helps us see things differently. 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. 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. Our research disciplines include fundamental research, quantitative research, economic research and currency forecasting. An upward trend in earnings estimates -- one of the most powerful forces. Gabor holds a Finance degree from the Corvinus University of Budapest and he is a CFA charterholder. AllianceBernstein and Societe Generale to partner on cash equities push The new joint venture will combine Bernstein Research Services with Societe Generale's equity research and execution capabilities to form a global cash equities and equity research business By Laurie McAughtry Conroy moved to Fidelity Capital Markets this year. Before Autonomous, Kelsey led the expansion of Bernsteins Global Gaming team. Prior to joining Autonomous in 2016, Brian worked in equity research at Barclays covering emerging technologies across the US and Europe. Marketing promotes the firm and its services by creating, packaging and distributing content and messaging to engage diverse audiences through digital platforms and initiatives, strategic campaigns, and events. Before joining Autonomous, Dan spent seven years with Barclays, in their Treasury department working in finance and capital markets execution. The aim is to look at baskets of risk in a similar way and be able to trade multiple portfolios at the same time. AB Bernstein: Sell Side Brokerage: We strive to keep our clients ahead with independent research and trusted execution. As of June 30, AllianceBernstein managed $461 billion in assets. Prior to joining the firm in 2009, Geoff worked at Fox-Pitt, Kelton and Citigroup. We embrace innovation to address increasingly complex investing challenges. AllianceBernstein to acquire CarVal Investors for upfront $750 million Mar. It's dedicated to institutional investment-management services, private client administration, fund services, brokerage operations and change agents. This market was still fairly sketchy only a couple of years ago, but were now able to transact in it very consistently today. The Research team generates independent insights across markets and sectors for institutional investment professionals. 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. What support do you need from third-party providers to augment your own initiatives? Written by investor.com. Back Submit. By Chris Hall. This team partners across our businesses and regions to align our people initiatives with our strategic priorities. The department is organized by practice groups. Business Transformation looks to evolve and scale our business, leveraging digital and data, to drive top-line growth and improve profitability. Before moving into sales Alastair was an analyst at Cazenove Asia for ten years, covering banks for seven of those and China consumer stocks for three, finishing up as Deputy Head of Research. I dont think any asset manager wants to maintain 10-20 APIs to connect to their main sell-side counterparts, nor do dealers want to maintain different APIs to their 100 best clients. Even though the equity markets are ahead of fixed income from an automation perspective, they still have high-touch traders driving performance. Ed graduated from Nottingham University in 1998 with a degree in History, joining the graduate training program at HSBC / James Capel the same year. He had worked with Karofsky at Deutsche. Learn more on AB's analyst rating history. He was ranked 11th and 13th best China Economist in Asiamoney Brokers Poll 2014 and 2016. 17, 2022 at 6:29 a.m. One example is the concept of portfolio trading. He worked in Credit Suisse's Investment Bank strategy department through the financial crisis before moving to research in 2010. Autonomous Research aims to be the leading research provider on financial companies globally. Prior to that, she worked at CLSA for 6.5 years, mainly covering China banks/non-bank financials. David holds a BA in Economics from Yale with distinction and a MBA from Columbia Business School. When I first talked to our equity guys, I learned about dark pools, all-to-all trading and direct connectivity, but I also heard about illiquidity and fragmentation, which are not words I expected to hear from an equities trader. AllianceBernstein L.P. ("AB") and AllianceBernstein Holding L.P. ("AB Holding") (NYSE: AB) today announced that preliminary assets under management decreased to $646 billion during December. Rachel joined the team after two years working as European Financials Specialist Sales at Deutsche Bank. AB Stock Price Trend (Seeking Alpha) Sell side analysts expect a respectable 9.9% EPS growth this year (average of 4 . The team also provides support to AB employees. True to form, her performance at the Manhattan firm was a roller-coaster ride. She has created new processes for streamlining the client experience, managing customer data and tracking product performance. Bernstein is widely recognized as Wall Street's premier sell-side research and brokerage firm, with a global equity trading platform that spans the U.S., Europe, and Asia. He has a BS degree in Hospitality Management from Widener University. Prior to founding Autonomous in 2009, Andrew was the head of European insurance equity research at Citigroup. The company's average rating score is 2.00, and is based on no buy ratings, 4 hold ratings, and no sell ratings. The group supports the global portfolio-management teams by authorizing and executing portfolio decisions. OUR CULTURE Cultivating Diverse Perspectives At AB, we bring together people of many backgrounds. Yundi joined Autonomous in 2014 and has been analysing China macro-financial developments since then. In recent years, the buyside has not been immune from downsizing in trading, as technology has allowed desks to do more with less. . She has served as manager on a variety of operations-related projects. Before joining Autonomous in 2010, Andrew spent five years on the buy-side as a European financials analyst most recently with Citadel Investment Group and prior to that with Blackrock. Before Capital One, Rahul served technology and advanced industry clients at McKinsey & Company, and started his career at Rolls-Royce plc. Prior to joining Autonomous David was a Senior Associate at Lexington Partners, a private equity secondaries firm. Alastair holds a first class degree in Chinese from Oxford University. 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. Annie Burke joined Autonomous in 2022 after seven years in the investment bank at UBS, working in Marketing, Corporate Access and Institutional Sales. These services include asset-allocation advice, portfolio analytics, trust and estate planning, and retirement planning. Sell Side Brokerage: We strive to keep our clients ahead with independent research and trusted execution. Revenue: $1 to $5 billion (USD) Competitors: Unknown. Whalen has headed trading since May 2009, and Karofsky joined in March of this year. We cant always do that right now given the existing infrastructure and often have to resort to voice trading. We need a different skill set there. Innovative solutions for global clients ranging from individual investors to the worlds largest institutions. No Reproduction Without Prior Authorizations. Bernstein. Type: Company - Public. He started his career at Towers Watson, where he qualified as an actuary. 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. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks . Alliance, a mutual fund giant with $368 . There are also similar developments in our analyst and portfolio management teams. European Payments & FinTech, Senior Analyst. 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