Convertible Bond 2022 Review and 2023 Outlook

The S&P 500 Index, along with most other market indices, rose during the first day of trading in 2022. From there, it was all downside. Outside of Commodities (where all the gains came in 1H), no asset class was spared last year’

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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.