Due to the unprecedented monetary policy by the Federal Reserve in recent years, interest rates are at extremely low levels throughout the yield curve. This has created extraordinary challenges for the insurance industry, which relies heavily on high quality fixed income investments.
This paper delves into how bonds may not be as effective as expected in safeguarding
SSI reviews the market trends that shaped the first half of 2023, while also providing
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.
