overview on brand, style and relevance

1. Brand Identity Elements Message
Core Concept: Highly Engineered We strive to be the most admired financial services firm in the world.
We are fiduciary, first and foremost and
our brand reflects our commitment to that responsibility.
We stand for excellence through research.
Tagline Sub-brands
Investments A subsidiary of AllianceBernstein L.P.
Knowing More. Using Knowledge Better.
Internal Communications Investments
Global Wealth Management
A unit of AllianceBernstein L.P.
Global Wealth Management
M a s t e r B r a n d
Research Innovation:
Knowing More…Using Knowledge Better
Fonts
These remarks, delivered by Mr. Sanders at a
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Merrill Lynch investor conference, provide an overview
of AllianceBernstein and of the major initiatives
underway that will put the firm at the leading edge
of innovation in asset management.
Lewis A. Sanders
Chairman and Ceo, AllianceBernstein L.P.
NoveMBeR 2006
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A subsidiary of AllianceBernstein L.P.
盛情邀請閣下出席
Fourth Annual
controversies in quantitative
聯博亞洲投資研討會
1Q
fina nce & asset m a nageme n t
Events
Growth Equities 越南胡志明市 2007年4月26日至29日
Print Collateral
Thursday, March 1, 2007 The Waldorf=Astoria, 301 Park Avenue, New York
a n n ua l cl i e n t con f e r e nc e
-
200 
We are pleased to invite you to the fourth annual
Bernstein Quantitative Research Conference
The Investment Professional Institute
Objective HOtel AccOMMOdAtiOns
Growth, Interrupted The Emergence of Hybrid Vehicles Our conference is designed to bring together
leaders from academia and asset management to
to reserve your room at the Waldorf=Astoria:
Please call 1.877.476.8792 and mention the
What Happened to the Growth-Stock Comeback? discuss, in an interactive format, current issues in group rate for Quant day to guarantee the special
quantitative finance. group rate of $339 (offer valid until 2/7/07)
We see hybrid-power vehicles as an innovative,
game-changing technology that will have a major RsvP
impact over the next couple of decades FORMAt
For each topic, a renowned academic will lay out Please contact your bernstein salesperson
Hybrid models will eventually become the new the controversy, followed by commentary from an or Lolita Frazier at 212.756.4154 or
automotive standard institutional money manager and concluding with an Lolita.Frazier @bernstein.com by February 15
interactive discussion period with the audience. if you would like to attend. Attendance is by
The hybrid trend will have profound investment
Investment Products Offered Investment Products Offered invitation only.
implications for many industries and companies
• Are Not FDIC Insured • May Lose Value • Are Not Bank Guaranteed • Are Not FDIC Insured • May Lose Value • Are Not Bank Guaranteed
cOnFiRMed sPeAkeRs
Geert Bekaert – Dr. Bekaert is the Leon G. Cooperman Professor of Finance and Economics at Columbia Asia Investment Forum The Investment Professional Institute
Capital Markets Outlook
Global Wealth Management
Growth stocks lost steam in 2006, as fear business school and a Research Associate of the national bureau of economic Research
overwhelmed fundamentals
Wayne Ferson – Dr. Ferson is the John L. Collins S.J. Chair in Finance at Boston College’s Carroll School
Rapid earnings growth and attractive valuations of Management and a Research Associate of the national bureau of economic Research
make a strong case for growth stocks’ resilience
Be patient: slowing economic growth signals
Campbell R. Harvey – Dr. Harvey is the J. Paul Sticht Professor of International Business at Duke 暫定活動時間表
Equity market volatility has risen from unusual lows. University’s Fuqua School of Business and the current Journal of Finance editor
clearer skies ahead
Weakness in the housing market will lead to lower 4月26日星期四
Josef Lakonishok – Dr. Lakonishok is the William G. Karnes Professor of Finance at University of Illinois at
inflation and lower interest rates.
Urbana-champaign as well as ceO, ciO and Founding Partner of lsv Asset Management
Including emerging markets and other volatile 全天 到達 Park Hyatt Saigon
sectors in a balanced portfolio can help boost Burton G. Malkiel – Dr. Malkiel is the Chemical Bank Chairman’s Professor of Economics at Princeton 2 Lam Son Square, District 1
long-term returns. University and author of A Random Walk Down Wall Street Ho Chi Minh City
電話: + 84 8 824 1234
tOPics tO be discUssed*
There is no guarantee that any forecasts or opinions in this material will be realized. Information should not be construed as investment advice.
Benchmarking and how it relates to performance evaluation and attribution, benefits of factor conditioning, 19:30 – 20:15 歡迎會 Park Hyatt Saigon
potential investment opportunities resulting from China’s growth, the tactical and strategic value of commodities Poolside
Investment Products Offered • Are Not FDIC Insured • May Lose Value • Are Not Bank Guaranteed futures, as well as an exploration of international stock return comovements. More details about the discussion
topics will be provided in subsequent mailings.
20:15 – 22:00 歡迎晚宴 Park Hyatt Saigon
*subject to change Ballroom
Investments Investments
Investments
4月27日星期五
08:00 – 08:30 早餐 Park Hyatt Saigon
Ballroom III
08:30 – 16:45 業務會議 Park Hyatt Saigon
( 請參閱隨附議程表) Ballroom I-II
Global Wealth Management
Are Emerging Markets
Primary Color Palette Multi Media
Really Different This Time?
Research Innovation:
Knowing More…Using Knowledge Better
Secular changes in emerging economies have
created a stable foundation
These remarks, delivered by Mr. Sanders at a
Investors should carefully consider the risks and Merrill Lynch investor conference, provide an overview
focus on selecting the best companies
Black N Silver N
of AllianceBernstein and of the major initiatives
Emerging-market stocks work best when integrated underway that will put the firm at the leading edge
into broader global and international portfolios of innovation in asset management.
Research Insights
Investment Products Offered
• Are Not FDIC Insured • May Lose Value • Are Not Bank Guaranteed
Lewis A. Sanders
Chairman and Ceo, AllianceBernstein L.P.
Imagery & Graphics
NoveMBeR 2006
Investments
V O L U M E I V, N O . 2 | W I N T E R 2006
Great Relationships
Create Great Outcomes Great Conversations SM
DC Plans Enter a New Era
Bernstein Journal
                                     
Transforming the Way Plan Sponsors Think
About Their Defined Contribution Plans
AllianceBernstein DC Plan Research
The Emergence of
Great Conversations is a simple and effective approach to selling and After a 25-year-long virtual “arms race” of plan features driven by technological
servicing DC plans that: innovation, provider competition and service experimentation, sponsors realize
AllianceBernstein built its reputation on research. The extensive research that their plans have become too complex and are not necessarily focused on what’s
Allows you to leverage proprietary AllianceBernstein research and expertise.
Hybrid Vehicles
supports the Great Conversations Approach was conducted among sponsors and best for the participants.
Energy: Is the Age of Petroleum Over? Enables you to build sponsor trust long before introducing products. participants of smaller, traditionally advisor-serviced defined contribution plans.
The results suggested that sponsors want providers to “keep it simple” and The Pension Protection Act of 2006 (PPA), considered “the most sweeping reform
> Oil’s Shifting Supply/Demand Equation Stimulates great conversations to build plans that meet sponsor needs and help
of America’s pension laws in over 30 years,”† is pushing retirement plan design
participants reachEnding Oil’s Stranglehold on
their retirement goals. participants want sponsors to “just do it for me.”
> The Transformative Potential of Hybrid Vehicles into a new era. PPA is making it possible to revitalize plans with the features
Gives you more time to prospect for new clientsEconomy existing clients
Transportation and the and service
> Will Ethanol Go Mainstream? sponsors and participants want and need, including:
because AllianceBernstein has done all the back stage work for you.
In short, Great Conversations helps you build great relationships by positioning Automatic enrollment
Retirement Planning
> Leisure Doesn’t Always Come Easy you as an invaluable resource who sees DC plan design from the sponsor’s Research Conclusions Automatic deferral increases
unique perspective. Simple and effective communications programs, and
• Hybrid vehicles will significantly reduce
Capital Markets transportation-related oil demand. Better default investment options.
> US Current Account Deficit:
How Great a Threat to the Dollar? • Hybrid power will make cars faster, cleaner and Thanks to PPA provisions and a growing awareness of defined contribution
safer, as well as more fuel efficient. (DC) plan inefficiencies, sponsors are actively considering these and other plan
enhancements, creating unique opportunities for consultative financial advisors.
• The next step for hybrid vehicles will be plug-ins.
† President George W. Bush, August 17, 2006