AB

Firm Profile

At AB, we’re working to define the future of Defined Contribution (DC), striving to keep clients ahead with visionary research and progressive innovation in DC solutions.

Leveraging four decades of designing asset-allocation strategies and managing portfolios for institutions and individuals globally, we’ve developed a wide range of solutions for DC plans. They range from asset-class and style-specific strategies to multi-asset-class Qualified Default Investment Alternatives, including target-date and target-risk funds—and lifetime income solutions.

We deliver pre-packaged or customized strategies, including target-date solutions tailored to a plan’s demographics. Applying best practices in plan design, investments and communications, we collaborate across our firm and industry—even with competitors—to help plans of all sizes keep ahead of what’s next.

KEY CONTACTS
AB Retirement Sales Team: 1 (800) 243-6812

WEBSITE
ABGlobal.com

PRIMARY MARKET(S) SERVED
Mid ($10-$100 million), Large ($100 – $250 million), Mega (>$250 million)

TOTAL AUM ($MM)
As of 6/30/16: $490,000MM
As of 12/31/15: $468,000MM
As of 12/31/15: $485,000MM

TOTAL DCIO ASSETS ($MM)
As of 6/30/16: $45,741MM
As of 12/31/15: $46,618MM
As of 12/31/15: $48,866MM

DCIO ASSETS BREAKDOWN (%)
Mutual funds: 17%
Collective trusts: 11%
Separate accounts: 73%

ASSET ALLOCATION FUNDS
AB Multi-Manager Select Retirement Funds
AB Multi-Manager Retirement Trusts

TOP 5 FUNDS BY DC ASSETS
1. AB TD Strategies (Custom and MF Assets): $32,402MM
2. Discovery Value: $1,033MM
3. AB High Income: $961MM
4. AB Global Bond: $893MM
5. AB Small Cap Growth: $634MM

ADVISOR/SUPPORT SERVICES
External wholesalers focused on advisors and institutional,
compliance support, plan benchmarking, target-Date evaluation tools, training for DC plan
sales/service, investment committee meetings

NO. OF EXTERNAL WHOLESALERS (DC/Retail): 4/45

Key Contacts

AB Retirement Sales Team: 1 (800) 243-6812

WEBSITE
ABGlobal.com