Daniel Loewy

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Manager factsheet

Daniel Loewy
AllianceBernstein (Luxembourg)
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Manager profile

Daniel Loewy is Chief Investment Officer and Head of Multi-Asset Solutions. He oversees the research and product design of the firm’s multi-asset strategies, as well as their implementation. In addition, Loewy is Chief Investment Officer for Dynamic Asset Allocation, and is responsible for the development and investment decision-making for that service. He is also a member of the Real Asset Investment Policy Group and the Target Date Investment Oversight team. Loewy previously led the Wealth Management Group’s research on the major investment issues faced by our highest-net-worth clients, including asset allocation, alternative investments and tax management. Prior to that, he was a research analyst in the equity research department, where he followed the aerospace and defense and capital goods sectors. Additionally, Loewy has served as an associate portfolio manager for our value equity services. He holds a BS in industrial and labor relations from Cornell University and an MBA from Columbia University, and is a CFA charterholder.

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Annualised total return over 20.1 years

+2.1%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Daniel Loewy	14.5	5.5	4.7	15.5	51.3
Peer Group Composite	10.4	3.2	14.2	18.2	44.6
Over / Under	4.1	2.3	-9.5	-2.7	6.7

Total return for Daniel Loewy

Discrete calendar year performance : Daniel Loewy

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Daniel Loewy	14.5	0.8	-9.7	9.1	-9.5	8.7	1.5	1.1	28.4	0.5
Peer Group Composite	10.4	0.4	-7.1	8.6	1.3	5.5	-1.9	4.1	18.6	-0.8
Over / Under	4.1	0.4	-2.6	0.5	-10.8	3.2	3.4	-3.0	9.8	1.3

Performance vs peer group composite: Daniel Loewy

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

Outperformed peer group composite

7 years

out of a possible 10

Overall markets

Underperformed peer group composite

3 years

out of a possible 10

Rising markets

Outperformed peer group composite

5 years

out of a possible 7

Falling markets

Outperformed peer group composite

2 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

AB All Market Income Portfolio	Co-managed	FO Mixed Asset - Flexible	since Nov 02 2004 to present
AB Sustainable All Market Portfolio	Co-managed	FO Mixed Asset - Flexible	since Oct 27 2020 to present
AB American Multi-Asset Portfolio	Co-managed	FO Mixed Asset - Flexible	since Apr 21 2022 to present