Convertible Bonds – An Attractive Asset Class for Insurance Portfolios

Monetary policy is on course to being normalized after the unprecedented actions of the Fed, both on rates and the balance sheet, in the post-Covid era. Meanwhile, equity valuations are approaching the first quartile of their long-term range, driven by productivity gains and technological developments such as Generative AI. In this unique environment, Investment Grade Convertible Bonds are a timely investment and carry several significant advantages for the insurance industry.

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Insurance Companies and Convertible Bonds: How SSI’s IG Strategy Fits in an Asset Allocation Framework

SSI Principal and Portfolio Manager, Ravi Malik, CFA, discusses the role Convertible bonds play in

SSI’s Investment Grade Strategy Current Opportunity Set Considerations

SSI portfolio manager, Stephen Wachtel, CFA, examines the current opportunity set within the Convertible bond

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¹The 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.