Alex Chaloff

Alex Chaloff

Co-head of Investment Strategies, National Managing Director

15 Years at AB
26 Years of experience

Alex Chaloff is Co-head of Investment Strategies and a National Managing Director at Bernstein. Before being promoted to his current role in 2020, he served as head of Alternative Asset Strategies. Alex is also a Senior Investment Strategist and Co-head of Bernstein’s Private Client Investment Policy Group, the decision-making body for the private client business. The PCIPG provides asset allocation, investment and risk management advice for high-net-worth clients, endowments and foundations. Prior to joining Bernstein in 2005, he was a managing director at Wilshire Associates, serving on the firm’s investment committee. At Wilshire, Alex structured the investment programs of Fortune 500 companies and developed the portfolio construction for multiple mutual fund complexes, serving as Chief Financial Officer for several fund families. Prior to that, he worked in fund accounting operations at a Global Custodian in Boston. Alex earned a BA in government and politics from the University of Maryland, College Park, and an MBA with a concentration in finance from the Marshall School of Business at the University of Southern California.

As Crisis Hits, Private Equity Stands Ready
PE Mythbusters: Since When Is Having Too Much Cash a Bad Thing?
What If [Insert Geopolitical Headline of the Moment] Sinks the Market?
What If [Insert Name] Wins the Election?
2019: An Unexpected Year
Low Rates May Be Worrying You, But Private Markets Use Them To Their Advantage

Low Rates May Be Worrying You, But Private Markets Use Them To Their Advantage

by Alexander Chaloff
There are currently 15 countries with interest rates lower than 1%, and more than half of those are negative. In the US, despite 10-year Treasury yields moving 40 bps higher since the beginning of September, rates are still historically low. And if the economy slows more than expected, they may move down again. What could these low interest rates mean for your investments?

Alternatives, Wealth Planning


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Sizing an Alternatives Allocation Starts with Spending
Don’t Fear Illiquidity (Embrace It!)

Don’t Fear Illiquidity (Embrace It!)

by Alexander Chaloff
Illiquid alternatives are investments that are not easily traded or exchanged and where investors do not have access to their capital for years. In fact, some alternatives hold investors’ capital for as long as a decade. That’s one of the reasons some investors shy away from them. The long lock-up worries investors, especially when the markets turn down. But is that fear justified? In a word: No. Illiquidity should not be feared—for three reasons.

Alternatives, Asset Allocation


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A Framework for Allocating to Illiquid Investments
Enhancing Your Investment Portfolio with Private Equity

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