7 Years at AB|22 Years of Experience
Jonathan Berkow is a Senior Vice President and the Director of Quantitative Research and Data Science in the Equities division at AB. He leads the research and adoption of alternative data in equity research and systematic strategies. Prior to joining the firm in 2018, Berkow was a systematic portfolio manager and researcher at hedge funds Element Capital Management and Kepos Capital. He started his career at Goldman Sachs Asset Management, where he managed quantitative research and was a portfolio manager for global equity portfolios. Berkow's research has spanned equities and macro asset classes. He holds a BS in economics from the Massachusetts Institute of Technology. Location: New York
From 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 need a better grasp of risk-management tools to gauge a portfolio’s strategic resilience in a rapidly changing world.
Nelson Yu, Jonathan Berkow | 21 June 2024From potentially brand-damaging ethical risks to regulatory uncertainty, AI poses challenges for investors. But there is a path forward.
Jonathan Berkow | 30 May 2024There are different ways to apply AI to portfolio management processes. We discuss three distinct approaches in fixed income, hedge funds and equities.
Bernd Wuebben, Jonathan Berkow | 29 September 2023Many companies are talking up the potential of artificial intelligence. But equity investors shouldn’t jump blindly on the AI bandwagon.
Jonathan Berkow | 10 July 2023AI isn't going to replace human analysts anytime soon. But it can help execute many menial functions to free up analysts for deeper research dives, armed with more information than they could ever process alone.
Jonathan Berkow | 09 May 2023The race is on to redesign supply chains. Equity investors need a clear framework to figure out which companies are taking the right steps to adapt.
Erik Turenchalk, Jonathan Berkow, James MacGregor | 17 June 2022US vacationers are out in force while the holiday scene remains subdued in Europe and Asia. How can equity investors capture the unfolding global mobility recovery?
James T. Tierney, Dev Chakrabarti, Jonathan Berkow | 06 August 2021Many investors are looking for emerging signs of a return to normalcy from the coronavirus crisis. While there are many indicators to choose from, we've assembled a group of signals, with the help of big data, that may point the way.
Scott Krauthamer, Jonathan Berkow | 03 June 2021Data science is most effective when it starts with a deep, fundamental question. What's the key question that the research is trying to answer? From that starting point, data scientists work very closely with research analysts to deploy the right data and tools to find an answer.
Chris Marx, Jonathan Berkow | 03 August 2020The COVID-19 crisis has made data science even more important. Today, data scientists are collaborating with research analysts to fill in the gaps with a few mouse clicks when social distancing restrictions limit the mobility of on-the-ground efforts.
Chris Marx, Jonathan Berkow | 28 July 2020This is a marketing communication. This information is provided by AllianceBernstein (Luxembourg) S.à r.l. Société à responsabilité limitée, R.C.S. Luxembourg B 34 305, 2-4, rue Eugène Ruppert, L-2453 Luxembourg. Authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). It is provided for informational purposes only and does not constitute investment advice or an invitation to purchase any security or other investment. 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 investments in any of the Funds can go down as well as up and investors may not get back the full amount invested. Past performance does not guarantee future results.
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