AllianceBernstein
AllianceBernstein is a global investment management firm that provides a wide range of financial services to institutional, retail, and private clients. The firm offers various investment products, including mutual funds, hedge funds, and separately managed accounts, with a focus on equity and fixed-income strategies. As of July 2024, it manages approximately $777 billion in assets, with a significant portion allocated to fixed-income and equity markets. AllianceBernstein employs fundamental and quantitative analysis to develop its investment strategies and conducts in-house research to inform its decisions. The company serves a diverse clientele, including high net worth individuals, pension plans, charitable organizations, and government entities. Founded in 1971 and headquartered in New York City, AllianceBernstein also has a global presence with additional offices in locations such as Florida, London, Hong Kong, and Sydney. It operates as a subsidiary of Equitable Holdings, Inc.
Autonomous Research is the leading independent research firm covering the financial services industry in Europe, the US and China. Founded in 2009, the firm has distinguished itself with in-depth, unbiased investment research on global banks, brokers, asset managers, insurance, information services, payment-technology, mortgage finance and consumer finance companies. Its recently-launched Fintech practice, Autonomous NEXT, explores the impact of technology on the future of finance.
NextCapital is a Chicago-based company established in 1996 that offers a digital advice platform designed to provide personalized planning and managed accounts to individual investors. The platform features an open-architecture advisory system that integrates account aggregation, analytics, planning, and portfolio management. This approach allows partners, including financial institutions, to customize their advice methodologies and fiduciary roles. NextCapital serves clients through various channels, including 401(k), IRA, and taxable brokerage accounts, ensuring that investors have access to objective and comprehensive portfolio services tailored to their specific needs.
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