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Ab Tax-aware Fixed Income Opportunities Portfolio Advisor Class (0P0000ZN68)

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10,360 -0,010    -0,10%
30/05 - Dados em Atraso. Moeda em USD
  • Classificação da Morningstar:
  • Total de ativos: 729,84M
Tipo:  Fundo
Mercado:  EUA
Emissor:  AllianceBernstein
Classe de Ativo:  Ações
AB Tax-Aware Fixed Income Portfolio Advisor Class 10,360 -0,010 -0,10%

0P0000ZN68 - Visão Geral

 
Nesta página, você encontrará um perfil aprofundado de Ab Tax-aware Fixed Income Opportunities Portfolio Advisor Class. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de 0P0000ZN68, entre outras informações.
Categoria

Muni National Interm

Total de ativos

729,84M

Despesas

0,81%

Data de início

11.12.2013

Informações de Contato

Endereço 11345 Avenue of the Americas
New York,NY 10105
United States
Telefone +1 212 9691000

Principais Executivos

Nome Título Desde Até
Daryl Clements - 2022 Agora
Biografia Daryl Clements is one of the portfolio managers responsible for overseeing the firm’s various municipal bond accounts. He joined AllianceBernstein in 2002 as a municipal credit research analyst, responsible for evaluating municipal issuers nationwide, with a particular focus on the transportation, public power and tobacco-backed bonds sectors. In 2006, Mr. Clements joined the Portfolio Management Team and became a member of the Tax-Exempt Fixed Income Investment Policy Group. Prior to joining the firm, he was an associate director for Financial Guaranty Insurance Company (FGIC) for six years, covering various issuers and sectors nationwide. For the five years prior to that, Mr. Clements was a research associate for Moody’s Investors Service, assigning ratings for the southwest region of the country and New York. He earned a BS in business, management and finance from Brooklyn College in 1991 and an MBA in finance from Pace University in 1998. In 2008, he co-authored the “How to Analyze Airport Revenue Bonds” chapter in The Handbook of Municipal Bonds. Location: New York
Andrew D. Potter Vice President 2018 Agora
Biografia Andrew Potter is a Vice President and Portfolio Manager on the Municipal Bond team, which oversees tax-exempt investing at AB. He joined the team in 2007 as an associate portfolio manager (APM), responsible for monitoring risk exposures and implementing investment strategy across the firm's tax-aware fixed-income platform. In 2013, Potter took on additional responsibility as supervisor for the team's APMs. He moved into his current role in 2015, shifting his focus toward developing portfolio strategy. Potter holds a BA in physics with a minor in economics from Colgate University. He is a CFA charterholder and a member of the CFA Society New York. Location: New York
Matthew J Norton - 2017 Agora
Biografia Matthew Norton is a Senior Vice President and Co-Head of Municipal Portfolio Management, responsible for overseeing municipal bond investing at AB. He is also a member of the Municipal Impact Investment Policy Group. Previously, Mr. Norton was a portfolio manager on the Municipal Bond team. He joined AB in 2005, focusing primarily on research in tax-exempt and taxable fixed-income markets. Prior to joining the firm, Mr. Norton worked as a statistical research analyst at St. Lawrence University, evaluating the accuracy of biometric devices. He holds a BS in economics and mathematics from St. Lawrence University and an MBA in economics and quantitative finance from the Leonard N. Stern School of Business at New York University. Location: New York
Terrance T. Hults Senior Vice President 2013 2023
Biografia Terrance T. Hults is a member of the Tax-Exempt Fixed-Income Investment Policy Group. Prior to joining the firm, he was an associate in the Municipal Derivative Products department at Merrill Lynch Capital Markets, where he specialized in securities arbitrage. These transactions involved issuers and investors, as well as proprietary trading and utilized futures, options, interest-rate swaps, and other over-the-counter derivative structures. Mr. Hults received a BA in economics from Williams College and an MBA in finance from Columbia University. Location: New York
Shawn E. Keegan Senior Vice President 2013 2021
Biografia Portfolio Manager—Credit Shawn Keegan is a Senior Vice President and a member of the Credit portfolio-management team, focusing on US and global portfolios. He specializes in Responsible Investing and leads the investment team for AB’s Sustainable Global Thematic Credit Strategy. Keegan is a member of both AB’s Environmental, Social and Governance Research and Stewardship Group and the Principles for Responsible Investment’s Advisory Committee on Environmental, Social and Governance in credit-rating committees. He is also a member of AB’s US Multi-Sector and Canada Fixed Income portfolio-management teams, where he focuses on credit security selection. Keegan first joined AB in 1997 as a portfolio assistant. He then spent a year at Aladdin Capital as a trader before rejoining the firm in 2001 as a member of the US Multi-Sector team. Keegan holds a BS in finance from Siena College and an MBA from the University of Notre Dame. Location: New York
Robert B. (Guy) Davidson Director 2013 2020
Biografia R. B. (Guy) Davidson III is Chief Investment Officer of Municipal Business. He joined the firm as director of Municipal Bonds in 1992, and under his leadership, the assets under management of the municipal business have grown from less than $1 billion to more than $44 billion today. Davidson is Chairman of the Tax-Exempt Fixed Income Investment Policy Group, which determines portfolio strategy and investment policies for all municipal products. Before joining the firm, he was vice president and head of municipal strategies at J.P. Morgan Securities and an associate economist at Lehman Brothers. Davidson is the author of “The Value of Tax Management for Bond Portfolios,” published in The Journal of Private Portfolio Management, Spring 1999; “Maximizing Expected After-Tax Returns,” published by Probus in 1994 in the Handbook of Municipal Bonds; and “Analyzing Quality Spreads,” published in The Municipal Finance Journal in 1991. He was named to the Institutional Investor’s All-America Research Team in 1992. Davidson holds a BA with honors from the College of Social Studies within Wesleyan University and an MBA from the Leonard N. Stern School of Business at New York University. Location: New York
John P. Denfeld Vice President 2013 2016
Biografia "Senior Portfolio Manager—Liquid Markets Jon P. Denfeld joined AllianceBernstein in 2008 as a portfolio manager within the Liquid Markets team. Prior to joining the firm, he was a senior US portfolio manager at UBS from 2006 to 2007. At UBS, Denfeld managed portfolios of asset-backed securities, mortgage-backed securities, commercial mortgage-backed securities and synthetics throughout the UBS global investment platform. Previously, he managed residential mortgage-related assets for 13 years for Shay Assets Management, a fixed-income boutique in Chicago. Denfeld earned a BA from Fairfield University. He is a CFA charterholder. Location: New York "
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