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Source: AB.
ESG Integration and Engagement
Our Vision of Corporate Responsibility
We integrate material ESG factors into most of AB’s actively managed strategies (79% of our actively managed AUM, as of December 31, 2024). AB engages companies where it believes the engagement is in the best financial interest of its clients.
Commitment to Being a Responsible Firm
ESG Integration and Engagement
Portfolios with Purpose
What is ESG Integration and Engagement?
Our investment teams use AB's proprietary tools to determine which ESG issues are material to performance, how they can be integrated into investment decisions, and to encourage the businesses they own to take them into account. Ultimately, we believe there is no substitute for bottom-up research by our industry experts that provide insights on material ESG issues that could help us enhance our clients' risk-adjusted returns.
Improves Risk Assessment
Supports due diligence accurately that evaluates the material ESG issues impacting future cash flows which underline a company’s value.
Identifies Better Opportunities
By applying a growth and stakeholder lens to identify products and companies aligned with public policy goals, investors can build diversified portfolios that create social benefits while generating strong returns.
Enhances Decision Making
This is a process to think objectively by identifying how material issues can impact valuations and financial assets around the world.
AB investment Strategies
2011 year
Signed PRI
US$555 billion
In assets managed with ESG integrated into investment process
10,800 meetings
With company management teams in 2023
2013 year
First Portfolio with Purpose was launched
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Source: AB, as of 31 December 2024
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Source: AB.
PRI
Based on percentage scores in our 2021 PRI Assessment, ten of our 11 module scores were above the industry median.*
Label ISR
Awarded Label ISR¹ In February 2019 for AB Sustainable Global Thematic Portfolio and AB Sustainable US Thematic Portfolio
Avant-Gardist
AllianceBernstein retains its leading status of Avant-Gardist on the Responsible Investment Brand Index 2024
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* PRI: UN Principles for Responsible Investment. Based on data for the 12 months ending 31 December 2022. Based on star scores, five of our module scores were above the industry median, seven were in line with the industry median, and four were below the industry median Please refer to AB's 2022 PRI Assessment Report and 2022 PRI Transparency Report. The 2023 PRI Assessment Methodology can be found here.
Portfolios with Purpose
Building Portfolios With Purpose: Dedicated ESG Focus
AB’s Portfolios with Purpose aim to achieve financial objectives with a dedicated ESG focus. Though ESG considerations and engagement are a foundation, many investors want solutions that can enable them to invest for financial objectives—and do so with purpose. Because responsible investing isn’t “one size fits all”, we’ve developed a diverse range of portfolios that have an explicit ESG agenda in their investing processes.
Sustainable
Invest in issuers that address environmental or social factors, whether through their products, services or practices.
Responsible+
Invest with a responsibility focus, such as climate resilience or best-in-class allocations.
Impact
Invest in issuers that might provide a positive and measurable impact on society or the environment.
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Source: AB.
AB MasterClass II | Omakase
In this video, AB explores over a scrumptious omakase meal how ESG considerations impact our daily lives and present numerous investment opportunities.
AB Masterclass - Sustainable Global Investing
In this video, AB’s investment experts show you how to recycle coffee grounds and discuss the latest sustainable investing trends.
Three myths on ESG Investing ft. David Wong
What is ESG investment? Does it mean lower financial returns for investors? In this video, AB’s investment expert debunks common ESG investment myths.
Leveraging our perspective as a responsible firm and investor, we’ve designed Portfolios with Purpose to achieve financial objectives with a dedicated ESG focus
AB HAS A RANGE OF SUSTAINABLE INCOME SOLUTIONS
Sustainable Global Thematic Strategy
Identifying sustainable investment themes around the world.
Sustainable US Thematic Strategy
Targeting sustainable opportunities in the US.
