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.
Convertible bonds continue to play a distinct role within diversified portfolios by offering a hybrid
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.