Morgan C. Harting is the lead Portfolio Manager for all Multi-Asset Income strategies. He also manages the Emerging Markets Multi-Asset Portfolio and is a member of the portfolio team for the Frontier Emerging Markets Portfolios. Harting joined AB in 2007 as part of the global and emerging-market equities portfolio-management team. Prior to that, he was a sovereign-debt analyst, first at Standard & Poor’s and then at Fitch Ratings, where he was a senior director. Harting holds a BA from Wesleyan University, and both an MA in international relations and an MBA from Yale University, where he was a graduate teaching fellow in international economics. He is a CFA charterholder and a Chartered Alternative Investment Analyst (CAIA).
Dan Loewy is based in New York and is co-head and CIO multi-asset solutions at AllianceBernstein. He has been with the firm since 1996 and currently manages the Global Conservative Wealth Fund and Dynamic Diversified Fund dealing in global all markets, using top-down, fundamental and quantitative and tactical investment styles. Dan is a chartered financial analyst and holds a Masters in Business Administration; he graduated from Cornell University where he studied Industrial and Labour Relations and outside of work, Dan enjoys tennis, chess and music.
Vadim Zlotnikov is Chief Market Strategist, Co-Head of Multi-Asset Solutions and Chief Investment Officer for Systematic and Index Strategies at Alliance Bernstein. As Chief Market Strategist, he provides macro and quantitative research that helps identify thematic investment opportunities. As Co-Head of Multi-Asset Solutions, Zlotnikov manages the development and implementation of integrated investment portfolios for the retirement, institutional and retail markets. As CIO for Systematic and Index Strategies, he is responsible for ensuring that individual products meet investment objectives. Zlotnikov served as CIO of Growth Equities from 2008 to 2010. From 2002 to 2008, he was chief investment strategist, responsible for developing portfolio recommendations for the US market and for separate quantitative analysis and money-management research products. Prior to that, he was an analyst covering the PC and semiconductor industries; he launched the technology strategy product in 1996. Before joining the firm in 1992, Zlotnikov spent six years as a management consultant with Booz Allen Hamilton, where he conducted a broad range of strategic and operational studies for technology companies. He also worked for Amoco Technology Company as a director of electronic ventures and spent two years as a research engineer with AT&T Bell Laboratories. He has been named to the Institutional Investor All-America Research Team in the semiconductor components, strategy and quantitative research categories. Zlotnikov holds a BS and an MS in electrical engineering from the Massachusetts Institute of Technology and an MBA from Stanford University.
The Fund seeks current income with consideration of capital appreciation. The Adviser will allocate the Funds investments among a broad range of income-producing securities, including common stock of companies that regularly pay dividends, debt securities, preferred stocks, and derivatives related to these securities.
Rank 79/341 Total Return
Rank 80/341 Standard Deviation
Rank 42/341 Max Drawdown
|77||ODEY Opportunity USD I||USD||
|77||First Eagle Global Income Builder Fund;I||USD||
|79||AB All Market Income Portfolio;Adv||USD||
|80||Old Westbury Strategic Opportunities Fund||USD||
|81||GKE Asian Opportunities Fund;Inst||USD||
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|79||CS (Lux) Global High Income Fund USD A||USD||
|80||AB All Market Income Portfolio;Adv||USD||
|81||GMO Global Asset Allocation Series Fund;R6||USD||
|81||GMO Global Asset Allocation Fund;III||USD||
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Month by Month Performance
Returns Vs Risk
- United States
- Launch date18/12/2014
- Share Class size59Mn
- Base currencyUSD
- Min. initial investment0
- Min. regular additional investment0