We’re pleased to share that SSI has been shortlisted as a finalist for the 2025 Fixed Income Manager of the Year – Under $10bn in Insurance AUM. Winners will be announced at the Insurance Investor North American Awards Ceremony on December 4. Thank you to our clients, partners, and team for this breakthrough.

We’re proud to share that SSI was recognized in the Q1 2025 Nasdaq eVestment Brand Awareness Report, earning a top score among Global Asset Owners in the Emerging Firms category (AUM < $2.5B). Out of 545 firms, SSI ranked #11 overall — an exciting milestone as a new entrant to the rankings list. Thank you to our clients, partners, and team for helping us build a brand that stands out.

The ability to capture trends through tactical positioning led to solid absolute and risk-adjusted performance last year for SSI Investment Management’s SSI Flexible Allocation Portfolios, an all-ETF portfolio that won Envestnet’s 2022 Asset Manager of the Year Award in the Multi-Asset Strategist category. The boutique firm’s 12-member portfolio management team, working together for more than two decades, uses a combination of fundamental analysis and quantitative research to generate consistent performance as they pursue broad market upside and protection against downside risks, Envestnet analysts note. All three SSI Flexible Allocation Portfolios — conservative, moderate and moderately aggressive — outperformed their Morningstar peer groups in 2021, with the conservative and moderate portfolios also significantly surpassing their benchmarks. 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.

This is the 9th edition of our 50 Leading Women in Hedge Funds report and is published in association with EY for the eighth time. We thank EY for their continued support. Sixteen women featured in this report work for fifteen fund managers who are appearing for the first time namely US firms Kirkoswald Asset Management, Abrams Capital, McGinty Road Partners, Waterfall Asset Management, AlphaSimplex Group, Whale Rock Capital Management, Palmer Square Capital Management, SI Investment Management, Verition Fund Management and Rockefeller Asset Management; along with European firms Selwood Asset Management LLP, SCIO Capital LLP, Rhenman & Partners Asset Management and Capula Investment Management; and Asian firm, Picea Oriental Investment Management. The three new service providers are TC Group; Waystone and Jefferies.