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You are here: Manager factsheet

Daniel C. Roarty

AllianceBernstein (Luxembourg), Equity Trustees Fund Services
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Manager profile
Daniel C. Roarty was appointed Chief Investment Officer of AB’s Sustainable Thematic Equities team, which manages a suite of geographically diverse strategies dedicated to the achievement of the United Nations (UN) Sustainable Development Goals (SDGs), in 2013. Since assuming this role, he has become a thought leader in socially responsible investing, utilizing the SDGs as a road map for identifying thematic investment opportunities. Roarty is an active part of the sustainable investing community, acting as a subject-matter expert around the globe, including speaking at the 2018 Sustainable Investing Conference at the UN. He joined the firm in 2011 as global technology sector head on the Global/International Research Growth team and was named team lead in early 2012. Roarty previously spent nine years at Nuveen Investments, where he co-managed both a large-cap and a multi-cap growth strategy. His research experience includes coverage of technology, industrials and financials stocks at Morgan Stanley and Goldman Sachs. Roarty holds a BS in finance from Fairfield University and an MBA from the Wharton School at the University of Pennsylvania. He is a CFA charterholder.
Total return for Daniel C. Roarty
Discrete calendar year performance : Daniel C. Roarty

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Daniel C. Roarty 15.7 -5.2 10.8 49.8 2.7 14.3 6.8 31.4 -2.6 24.2
Peer Group Composite 19.8 -3.8 12.3 42.3 -5.0 11.4 1.6 28.8 -2.7 18.1
Over / Under -4.1 -1.4 -1.5 7.5 7.7 2.9 5.2 2.6 0.1 6.1
Performance vs peer group composite: Daniel C. Roarty
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
AB SICAV I - Sustainable US Thematic Portfolio Co-managed FO Equity - USA since May 01 2013 to present
AB SICAV I - Sustainable Global Thematic Portfolio Co-managed FO Equity - Ethical since Jun 30 2013 to present
ES AllianceBernstein Sustainable US Equity Co-managed UT North America since Mar 13 2020 to present
ES AllianceBernstein Sustainable Global Equity Lead manager UT Global since Jan 28 2022 to present
Funds managed previously
Fund Periods
No previously managed funds
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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