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Institutional Solutions

Partnering with Institutional Investors in Pursuit of Better Outcomes

Our sophisticated strategic asset-allocation research, analytics and solutions empower institutional investors to design better portfolios and—ultimately—help achieve better outcomes

Partnering with Clients

Strategic Insights

Distinctive perspectives that help institutional investors navigate a dynamic landscape, including:
 

  • The capital market outlook
  • Portfolio design implications
  • Industry changes & evolution
Analytics

Quantitative tools to enable the modelling of strategic trends and inform portfolio construction decisions:
 

  • AB Capital Markets Engine
  • Alphalytics
  • AB Robust Optimizer
Solutions

Effective client solutions delivered through a diverse array of implementations, including:
 

  • Model portfolios
  • Outcome-oriented Pooled Portfolios
  • Custom strategies

Strategic Insights

The Book for 2024: A Preliminary Language for a Post-Global World

This book sets out what we see as the key issues facing asset owners in the macro environment, and shares the outlook for capital markets, strategic allocation and the future of the investment industry. It will also explore how the next ten years are likely to be very different from the 1980–2020 period.

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      Analytics

      Asset Allocation Investment Models and Tools

      Our tools provide differentiated perspectives and insights to support asset allocators.

      Capital Markets Engine

      Review Assumptions and Asset Allocation
       

      Strategic asset allocation modeler that:

      • Performs simulations over horizons up to 50 years and across 10,000 different economic scenarios
      • Builds forecasts by modeling the underlying building blocks that help to drive return, including economic (e.g. inflation) and capital market factors (e.g. book-to-price)
      • Models various strategic portfolio designs to compare expected outcomes
      • Allows testing of new exposures and adjustment of strategic portfolio designs as long-term capital market conditions evolve

      Alphalytics

      Review Manager Alpha/Factor Composition
       

      Assesses Idiosyncratic Alpha to:

      • Identify active strategies offering non-replicable returns that are “worth” their fee
      • Select managers most likely to outperform, with higher “hit rates” than those chosen on historical returns
      • Understand each manager’s true factor exposures and identify those that consistently deliver required style tilts
      • Combine managers effectively, boosting expected return by managing aggregate holdings factor exposures and using idiosyncratic alpha at the fund level

      Robust Optimizer

      Optimize for a More Effective Portfolio
       

      Asset allocation optimization tool that:

      • Translates our evolving capital market assumptions (strategic and tactical) into asset allocation outputs
      • Has the flexibility to incorporate specific client objectives and preferences in the construction of asset allocation
      • Creates holistic investment solutions that incorporate a full range of return streams, including broad asset class betas, factors and active alpha streams

      The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is at risk. There is no guarantee that any investment objectives will be achieved.

      Solutions

      Case Study: Partnering to Build a Managed Equity Solution

      Collaborative analysis and engagement with a sovereign wealth fund.

      Client Problem
       

      • Client allocates to 7 different active equity managers
      • Believes in active security selection alpha and giving managers freedom to achieve objectives
      • Not only should each manager demonstrate skill, they should offer lower correlations and diversification with each other

      Client is Seeking…
       

      • Differentiated sources of security selection alpha
      • Can enhanced macro-level management lead to better outcomes?

      The Institutional Solutions Team

      Inigo Fraser Jenkins 
      Investment Strategist

      Alla Harmsworth
      Investment Strategist

      Robertas Stancickas
      Senior Research Associate

      Research Library

      Investment involves risk. Past performance is no guarantee of future results. This website has not been reviewed by the Securities and Futures Commission. The issuer of this website is AllianceBernstein Hong Kong Limited (聯博香港有限公司).

      © 2025 AllianceBernstein L.P.