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. Fan Zhang is a senior China macro-financial research analyst. He started his career covering German automotive suppliers at LBBW in 2006. Autonomous Research aims to be the leading research provider on financial companies globally. Both Gertsen and Tierney have since moved back to their sellside rootsGertsen to Citi and Tierney to Bloomberg Tradebook. It takes diverse expertise and skills to design, manage and support a broad span of investment solutions and market research for clients all over the world. The traders relieved of their duties were Dave Christopher, Lauren Knight, Luke Lyons and Dave Steigerwald. As a full-service, global asset-management firm, we're always looking for ambitious, tenacious people to invigorate our different businesses with new ideas. We believe this is unsustainable,' he said. . Technology; Cyber security; Advances in Tech; Notices and Calendars. Leona joined Autonomous in 2012 and works on European banks strategy. 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. He earned a BA in History from the University of Chicago and an MBA from NYU. We embrace innovation to address increasingly complex investing challenges. AllianceBernstein's move to Nashville is saving the company an estimated $80 million a year. Oliver joined Autonomous in 2019, having previously worked on the European Insurance team at Bernstein since 2015. 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. As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. [10][11], In 2019, AllianceBernstein partnered with Columbia University to provide training courses on sustainability and environmental sciences to its staff of investors. AllianceBernstein Revenue $4.4 B FY, 2021 Market Capitalization $3.9 B 2022-12-13 Company summary Overview AllianceBernstein is a corporation that provides diversified investment management, research, and related services. Recognising the growing role of passive investment vehicles in the fixed income markets, the core idea is to transfer diversified risk baskets, as opposed to large blocks of idiosyncratic risk, which the sell-side do not want to buy because they cant hedge it. We deliver our exclusive insights through a variety of research reports, including our renowned black books. Our Tax Department delivers a full range of tax services across multiple jurisdictions, collaborating with all parts of the business. He received his BA in Finance from College of Charleston. Innovative solutions for global clients ranging from individual investors to the worlds largest institutions. How are you augmenting the skill set on your fixed income trading desk to ensure you trade effectively in an increasingly automated? Other sellside execs who have gone to large buyside shops include Brian Conroy at Fidelity Investments and Michael Gitlin at T. Rowe Price. Rahul joined Autonomous in 2022, and covers the FinTech sector. Before Autonomous, Kelsey led the expansion of Bernsteins Global Gaming team. 17, 2022 at 6:29 a.m. Ryan has a BS in Mathematical Economics from Wake Forest University and is a CFA charterholder. Matt previously worked at firms on both the buy-side (Millennium) and sell-side (Citi) and has experience covering a variety of financials sub-sectors (Capital Markets, Insurance, Payments/FinTech). Equity Leg. He has over 10 years working experience in macroeconomic research. Amy looks after Research Product Sales Globally in both the Asset Manager (long-only, hedge fund, wealth management) and Non-Asset Management (Consultants, Corporates) client categories and is a relationship manager. The move was announced by James Switzer, global head of the company's . AllianceBernstein is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth. In 2001, Ms. Wood joined AllianceBernstein, where she oversaw a respectable $5 billion in assets at her peak. [13] In mid-August 2021, AllianceBernstein disclosed that it had entered a strategic partnership with LSV Advisors, LLC. 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. David joined from Reorg Research and prior to that spent ten years at CreditSights latterly the last five as Head of Sales - EMEA & APAC working with clients globally from both the sell-side and buy-side. Several have been chronicled in Traders Magazine, including Gertsen at AllianceBernstein, Ray Tierney at Morgan Stanley Investment Management and Rob Arancio at Neuberger Berman. Ian joined Autonomous in 2016 to cover UK banks and speciality financials. This might drive the stock higher in the near term. AllianceBernstein says strategy exacerbates market fragility and worsens sell-offs. JS: One of the most important things we need is a utility to connect fixed income market participants and trading platforms. We began operations in Hong Kong in 2010, and in Mumbai in 2019, and now cover a range of sectors across Asia. [4] Alliance Capital's growth equity and corporate fixed-income investing, and its family of retail mutual funds, accompanied Bernstein's value equity and tax-exempt fixed-income management and its private-client business. Geoff joined the firm at inception in 2009, initially covering Central & Eastern European banks from London, before transferring to New York in 2014 where he covered a number of US banks moving to his current role in 2019. The joint venture would combine Bernstein Research Services' premier global equity research and execution platform with Societe Generale's equity research and execution capabilities to form a leading global cash equities and equity research business. Before investing in any AllianceBernstein Fund, you should carefully consider the Fund's investment objectives, risks, charges and expenses. Corinne started her career in branch banking at NatWest on a graduate programme which soon specialised on credit and the financial sector. We seek to marry the big picture macro and thematic trends with bottom up stock picking we are not a think tank. Right now, AllianceBernstein has an S/TA ratio of 2.39, which means that the company gets $2.39 in sales for each dollar in assets. We aim to be innovative and value-added for our clients, which will involve standing out from the crowd. After Nevsky, Stephen returned to the sell-side, working initially for a research start-up based out of the Fintech community in Level 39, before joining the Specialist Sales desk at UBS. The quality of our network informs and enriches our research product and ideas. Some quantitative tools help our fundamental analysts improve their forecast accuracy. He has a BA in Economics from London Guildhall and is a CFA charterholder. Greg has extensive buy-side experience including stints as sector head/senior analyst at Millennium (Tribe Capital), Cedar Hill Capital, and Avenue Capital on the Events Driven equity team. He holds a BSc in Economics from the LSE and a Masters in Finance from LBS. He holds a degree in English from Cambridge University. The process is automated through our Abbie bot, a virtual portfolio assistant, which can quickly optimise these portfolios, helping traders to price them and transfer the risk. He headed trading from 2006 to 2009. Current-Year Estimate Revisions. Prior to joining Autonomous in Jan 2016, Hayley worked at CPPIB in the Fundamental Equities team. Multi-Asset Solutions team's clients include retirement plan sponsors, insurance companies, retail investors and high-net-worth individuals. Bernstein Private Wealth Management Offering investment strategies, investment planning and risk-management services. The Sales team maintains strong relationships with institutional clientsincluding mutual funds, hedge funds, and advisors who manage pensions and endowmentsto sell our services. Compared to the pre-crisis environment, today we no longer have sell-side prop desks, dealer inventory is substantially reduced, and hedge funds use less leverage. ET by Ciara Linnane AllianceBernstein says CarVal has about $14.3 bln in AUM Mar. Equities Fixed Income Multi-Asset There needs to be a utility to connect us all together, allowing direct connectivity to and from our execution management systems. We cant always do that right now given the existing infrastructure and often have to resort to voice trading. Andrew holds a BA in modern history from Oxford University. It tracks EPS estimates for the current and following years from the sell-side . Kelsey Zhu is the lead Analyst covering Financial Information Technology companies. Back Submit. AB Stock Price Trend (Seeking Alpha) Sell side analysts expect a respectable 9.9% EPS growth this year (average of 4 . 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. Richard Fellinger joined Autonomous in 2019 and has been working in equity research since 2015. Andrew holds a BA in modern history from Oxford University. PMG also serves as the contact point with the trading desks as well as with the operations and sales teams. Fan holds a Master's degree in Financial Economics from Nottingham University (UK) and is taking a doctorate in Economics at Newcastle University (UK). 'Sell-side earnings estimates had generally not come down, suggesting that market participants were not yet fully anticipating the impact of the economic storm. Another thing were focused upon is bot-to-bot trading. 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 He previously worked on the US Life Insurance team. Our firm was founded in the U.S. in 1967 and in the U.K. in 1999. David joined Autonomous in 2019 to lead Credit Research Sales. Bernstein Autonomous LLP 60 London Wall, London EC2M 5SH Telephone: +44 (0) 20 7170 5000 CONTACT US New York Sanford C. Bernstein & Co., LLC 1345 Avenue of the Americas New York NY 10019 Telephone: +1 212-969-1000 Hong Kong Sanford C. Bernstein (Hong Kong) Limited 39th Floor, One Island East, Taikoo Place 18 Westlands Road, Quarry Bay, Hong Kong Ken joined Autonomous in 2016 and has been covering the Payments and Fintech sector. Using technology to engage the market quicker and more efficiently really does allow us to generate alpha; we can quantify the benefit to our clients via transaction cost analysis. Stephen joined Autonomous in September 2019. European Payments & FinTech, Senior Analyst. Our research disciplines include fundamental research, quantitative research, economic research and currency forecasting. AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private. [25], AllianceBernstein's global headquarters are located in Nashville, TN at the Fifth and Broadway development, having recently moved from Midtown Manhattan in New York City. Annie Burke joined Autonomous in 2022 after seven years in the investment bank at UBS, working in Marketing, Corporate Access and Institutional Sales. Product Strategy & Development designs, develops and manages the firms global lineup of investment services, and considers clients evolving needs to identify new opportunities. Sanford C. Bernstein & Company was originally co-founded by Zalman Bernstein, Paul P. Bernstein, Shepard D. Osherow, Roger Hertog and Lewis A. Provides computing, communications, infrastructure, services, support and innovations that sustain high-quality research and diverse investment services for institutional investors, individuals and private clients. 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. Were digesting lots of data sources, we have multiple tools and analytics running, and we want to be able to engage the market efficiently at the point of risk transfer. 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. One observer said that even in the aftermath of the financial crisis, when assets under management were under siege, the buyside refrained from widespread layoffs in trading. Michelle is responsible for maintaining the Autonomous CRM & research distribution systems and for supporting the global sales & research departments. 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. It more than . Prior to joining Autonomous, Michelle worked for more than 7 years as the HK office manager & investment administrator at a global asset management firm. 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. He also covers the UK Asian banks. Its investment services cover fixed income, equities, multi-asset, and alternative investments. Alastair joined Autonomous in late 2014 for its Asia launch, as financials specialist sales. One school of thought is that it is hard to imagine a desk not being impacted with that many traders let go. (Whalen was also featured in a cover story when he ran trading at Lehman.) 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. Steigerwald joined in May 2008 as a sector trader, after spending most of his career at Deutsche Bank and its predecessor BT Alex. . Contact Shareholder Services Representative at 1-800-221-5672. This team develops custom solutions by combining equity, fixed income, alternative assets, and securities to meet client objectives. He is a graduate of the University of Virginia and Georgetown University. Before joining Autonomous, Leona worked in Credit Risk Management in Deutsche Bank. Christian is a CFA charterholder and holds a double degree (BBA) from DHBW Karlsruhe and the UKs Open University. 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. He earned a BS from Syracuse University. This is unusual, no matter what the reason, said one industry veteran. UPC: 8436563181948. Sell side; Market Data; Tech. Explore the paths to your success. Michelle joined Autonomous in 2014 as the Hong Kong office manager and has been a member of the Data Administration Team since January 2021. You can also access earnings and news reports as well as corporate filings. Before joining CIMB, he worked for UOB Kay Hian between 2009 and 2014, as head of China economic research. We embrace innovation to address increasingly complex investing challenges. 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. He previously worked for RBS and the Financial Services Authority. Yundi joined Autonomous in 2014 and has been analysing China macro-financial developments since then. 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