How Does A Multi-Asset Strategy Meet Different Kinds of Investment Needs?
I want a diversified investment portfolio that can deliver capital growth
A multi-asset strategy captures potential growth opportunities across a wider selection of investments, including equities, bonds, and alternative assets.
I want to weather different market conditions
Taking an active, multi-asset approach across asset classes can help to smoothen the impact of market volatility and reduce the likelihood of sharp drawdowns.
I want to enjoy a stable stream of income
With inflation at elevated levels, generating an attractive income in today’s environment can be challenging. A multi-asset investment strategy helps to combat this issue, by harvesting income from a variety of sources, including dividends, bond coupons, preferred stocks, REITs, mortgage securities and other non-traditional sources.
Our Global Resources Bring You a Clearer Investment Lens
With over 50-year of multi-asset management experience, AllianceBernstein’s (AB) strong network of multi-asset investment professionals and cross-asset research analysts across the globe are committed to providing holistic multi-asset investment solutions for clients.
Rates Interest
Rates
Market Bond
Market
Market Equity
Market
Investments Alternative
Investments
Research
Analysts 218
Research
Analysts
DAA Monitors and Manages Portfolio Dynamically
Dynamic Asset Allocations As Market Conditions Change
Economic recovery with
low interest rates
low interest rates
More equities;
less bonds
Economic recession
with rate cuts
with rate cuts
Balance between
equities and bonds
Economic expansion with
rate hikes
rate hikes
More bonds;
less equities
DAA stands for Dynamic Asset Allocation.
Introduced in 2010, AB’s Dynamic Asset Allocation Strategy incorporates six major factors while emphasizing flexible, market-based asset allocations. The strategy is utilised across our multi-asset portfolios, informing asset allocation decisions that can help mitigate market volatility while improving risk-adjusted returns.
Source: AB, as of June 2021.
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Best Retail House 2023, 2022, 2021 & 2020¹
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2020 Asset Class Group Awards - Mixed Assets²
1. Source: Asia Asset Management, as of 30 June 2023
2. Source: Refinitiv Lipper Fund Awards, as of 31 December 2019. Awards are assessed by Lipper based on performance of AB's Mixed Assets sector.
2. Source: Refinitiv Lipper Fund Awards, as of 31 December 2019. Awards are assessed by Lipper based on performance of AB's Mixed Assets sector.
Well-recognised AB Multi-Asset Capabilities
AB strives to provide a wide range of products, including onshore and offshore multi-asset strategies and customised discretionary investment services.
1. Source: Asia Asset Management, as of 30 June 2023
2. Source: Refinitiv Lipper Fund Awards, as of 31 December 2019. Awards are assessed by Lipper based on performance of AB's Mixed Assets sector.
2. Source: Refinitiv Lipper Fund Awards, as of 31 December 2019. Awards are assessed by Lipper based on performance of AB's Mixed Assets sector.
GO BEYOND TRADITIONAL WITH DIVERSIFIED APPROACHES
TO ACHIEVE BETTER INVESTMENT OUTCOME
AB Multi-Asset Strategies: Meeting Different Investment Needs
AB Multi-Asset Strategies: Meeting Different Investment Needs
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ASSET
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