CORE EQUITY DISCRETIONARY CONVERTIBLES INVESTMENT GRADE CONVERTIBLES FLEXIBLE ALLOCATION BALANCED

Investment Grade
Convertibles

Core Equity

Flexible Allocation

Balanced

HEDGED CONVERTIBLES

Hedged
Convertibles

Convertible Investment

STRATEGIES
  • Appropriate asset allocation is determined for each client based on their risk/return profile
  • Allocation can be adjusted based on changes in client objectives and/or the investment environment
  • Utilizes SSI’s expertise in both the equity and fixed income markets

Adjustable portfolio allocation aimed at balancing risk and return through equity and fixed income instruments

BALANCED

Balanced

Benefits Securities Utilized Risk/Return Profile Risk Controls

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