Convertible Bonds have been the best performing Fixed Income asset class over the past 3, 5, 10 and 20 years. Given their underlying equity option, Convertible bonds can provide a unique risk/reward profile to a Fixed Income allocation, as shown in the PDF link below:
SSI highlights the importance of considering correlation alongside other key variables, such as expected returns,
1 The yearly awards, presented by Envestnet | PMC and Investment Advisor recognize active managers who have beaten their benchmarks, shown solid performance in general over time and are the best in their respective asset class. Eligibility requires the portfolio manager have $200 million in assets and three years of experience. Additionally, the managers also need to be open to new investment on the Envestnet platform. Award finalists were chosen using Envestnet | PMC’s proprietary, systematic, and multi-factor methodology for evaluating managers, which takes a variety of qualitative and quantitative criteria into consideration, such as investment process and style, performance, firm profile, customer service, and tax efficiency. SSI Investment Management did not pay to participate.
Past performance is not necessarily indicative of future results.
