13 Years at AB|32 Years of Experience
Daniel C. Roarty is the Chief Investment Officer of AB’s Sustainable Thematic Equities team, which manages a suite of geographically diverse strategies aligned to long-term sustainable themes. Over the years, Roarty has played an active part in the sustainable investing community, acting as a subject-matter expert around the globe, including speaking at the 2018 Sustainable Investing Conference at the UN. He joined the firm in 2011 as global technology sector head on the Global/International Research Growth team and was named team lead in early 2012. Roarty previously spent nine years at Nuveen Investments, where he co-managed both a large-cap and a multi-cap growth strategy. His research experience includes coverage of technology, industrials and financials stocks at Morgan Stanley and Goldman Sachs. Roarty holds a BS in finance from Fairfield University and an MBA from the Wharton School at the University of Pennsylvania. He is a CFA charterholder. Location: New York
Many hot trends have been turned into equity portfolios. But fads aren’t investing themes and may be flawed as standalone investments.
Dan Roarty, Lei Qiu | 12 December 2024Policy changes could reshape return potential for companies across the US market. Here’s how investors can start thinking about the challenges ahead.
John Fogarty, Dan Roarty, Cem Inal | 26 November 2024From stock picking to benchmark selection, the construction of an active thematic equity portfolio will play a crucial role in its ability to deliver on a theme’s return potential.
Dan Roarty, Jonathan Berkow | 13 November 2024Thematic portfolios that tap into big global trends offer exciting opportunities for equity investors. But the devil is in the detail.
Nelson Yu, Dan Roarty, Lei Qiu, Jonathan Berkow | 30 October 2024How can equity investors build portfolios that capture the potential of exciting thematic stories?
Nelson Yu, Dan Roarty, Lei Qiu, Jonathan Berkow | 26 September 2024Investors should take a closer look at companies that help create a more energy-efficient ecosystem for AI.
Dan Roarty, Ben Ruegsegger | 17 August 2023Financial companies that help address some of the world’s most pressing socioeconomic challenges deserve attention from sustainability-focused investors.
Dan Roarty, Sarah Tunnell, William Johnston | 19 July 2023As demand for water solutions grows, equity investors will find opportunities in companies that help quench the thirst of parched communities around the world with innovative solutions.
David Wheeler, Dan Roarty | 18 April 2023Three chief investment officers of our US equity portfolios discuss their approaches to identifying quality stocks and explain why they think quality will ultimately perform well again despite a difficult 2022.
James T. Tierney, Dan Roarty | 15 November 2022ESG ratings are lacking for small-cap stocks globally. This prevents asset managers that rely on third-party ratings from building small-cap funds.
Edward Bryan, Dan Roarty | 25 August 2022The investment landscape has been tough for sustainable portfolios this year. But long-term sustainable investing opportunities haven't gone away.
Dan Roarty | 03 August 2022How can investors find companies that are providing solutions to the world’s biggest climate challenges? This new framework can transform both investing and environmental outcomes in climate portfolios
Dan Roarty, David Wheeler | 27 March 2022The pandemic has prompted massive changes for countries, societies, people and businesses, while reinforcing the role of sustainable investing strategies.
Dan Roarty | 28 October 2021Evaluating carbon handprints, or the way a product or service affects the environment, is a good way to find companies that are providing powerful solutions to the world’s climate challenges while offering attractive growth potential.
Dan Roarty, David Wheeler | 17 June 2021Many equity investors want to help create social benefits while generating strong returns. Achieving these twin goals requires a coherent investment approach. In this paper, we outline a process designed to effectively integrate environmental, social and governance factors in a sustainable equity strategy. Using stock examples, we demonstrate how to identify companies that support the UN Sustainable Development Goals (SDGs) and offer sources of long-term return potential.
Dan Roarty | 25 March 2021As inflows to sustainable equities break new records, here's what investors should look for to identify portfolios that align with their responsible investing goals.
Dan Roarty, Sarah Tunnell | 01 February 2021Diagnostics - the back-end robotics in the health care system - are helping automate many complex procedures. Diagnostics are not only increasingly aiding the treatment of patients with infectious diseases but accelerating the broader trend toward personalized health care.
Dan Roarty, Edward Bryan | 24 August 2020With 20 percent of carbon emissions coming from cars and trucks, the shift from internal combustion engines to electric vehicles is a massive growth opportunity and necessity. By 2030, electric vehicles will likely generate annual sales of US$25-30 million and a US$5 trillion revenue opportunity.
Dan Roarty, David Wheeler | 17 August 2020Cash may still be king, but cashless commerce is rapidly becoming the new king. The revolution in digitalization of commerce is already generating growth in transaction value of roughly 24 percent per year over the last three years. And the added concerns connected to the current pandemic have underscored the need and benefits of cashless commerce.
Dan Roarty, William Johnston | 12 August 2020Companies with strong ESG credentials will play an essential role in addressing the dramatic changes being triggered by the COVID-19 pandemic.
Dan Roarty | 16 April 2020The Wall Street Journal criticized ESG portfolios earlier this month for being dominated by big technology stocks. But we think technology stocks are integral to a responsible investing agenda when chosen as part of a well-defined process targeting companies that foster environmental, social and governance (ESG) improvements.
Dan Roarty | 20 February 2020As big tech and media companies face growing concern about the power of their businesses, more questions about environmental, social and governance (ESG) issues are likely to be raised. Social and governance issues deserve greater attention amid increasing regulatory scrutiny of industry giants.
Lei Qiu, Dan Roarty | 25 November 2019Leading US CEOs recently pledged to redefine the role of the corporation in society. But will they make good on their promises? Responsible investors need a clear way to evaluate whether a company is really making progress by doing good for both society and investors.
Dan Roarty | 29 August 2019Sustainable investing is often misunderstood. Many investors think a sustainable agenda limits a portfolio to a narrow piece of the market. In fact, plenty of stocks can help investors create social benefits while generating strong returns—if you know how to find them.
Dan Roarty | 13 August 2019The United Nations Sustainable Development Goals (UN SDGs) offer a good guide for investing in companies making a positive impact on society. But where do you begin? Start by drilling deeply into the SDGs themselves to identify investible themes.
Dan Roarty | 25 June 2019Many equity investors want to help create social benefits while generating strong returns. Deploying a clear investment process that draws on the UN Sustainable Development Goals and integrates ESG factors in research can help investors achieve these twin goals.
Dan Roarty | 16 May 2019Many equity investors want to help create social benefits while generating strong returns. Achieving these twin goals requires a coherent investment approach. In this paper, we outline a process designed to effectively integrate environmental, social and governance factors in a sustainable equity strategy. Using stock examples, we demonstrate how to identify companies that support the UN Sustainable Development Goals (SDGs) and offer sources of long-term return potential.
Dan Roarty | 31 March 2019US stocks have boomed for nine years, supported by one of the longest economic expansions in the postwar period. Can this growth be sustained? Much depends on how the challenges of environmental and social sustainability are addressed.
Dan Roarty | 22 May 2018By going on the ground in emerging markets and talking to people in their homes, equity investors can develop research insights about long-term, powerful trends driven by environmental and social sustainability.
Dan Roarty | 26 December 2017Equity investors are increasingly thinking about how their decisions affect society. The United Nations' Sustainable Development Goals (SDGs) provide a good road map for identifying investments that can make an impact-and generate profits as well.
Dan Roarty | 01 February 2017This is a marketing communication. This information is provided by AllianceBernstein Schweiz AG, Zürich, a company registered in Switzerland under company number CHE-306.220.501. AllianceBernstein Schweiz AG is a financial service provider within the meaning of the Financial Services Act (FinSA) which is not subject to any prudential supervision in Switzerland. Further information on the company, its services and products, in accordance with Art. 8 FinSA can be found on the Important Disclosures page at www.alliancebernstein.com. It is provided for informational purposes only and does not constitute investment advice or an invitation to purchase any security or other investment nor is it a recommendation to subscribe to a financial service. The views and opinions expressed are based on our internal forecasts and should not be relied upon as an indication of future market performance. 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. Past performance does not guarantee future results.
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