Insurance Solutions

We help insurers meet their unique performance objectives by providing access to differentiated solutions and our deep insurance industry expertise

Investment Grade Strategies Customized For Insurance

SSI Investment Grade Convertible Strategies have portfolios consisting of Investment Grade and near Investment Grade Convertible Securities, which seek to deliver a combination of managed capital appreciation and income streams.

We seek to optimize risk reward tradeoffs while taking into account insurance specific statutory accounting considerations and tax requirements.

Our team is committed to providing custom-tailored portfolios in accordance with the insurer’s unique guidelines, needs, and risk tolerances.

Elisa Kowal

Senior Vice President

Please reach out to Elisa Kowal if you wish to see portfolio allocation specifics or receive additional details on SSI’s Investment Grade Convertible offerings for a general account investment consideration.

Our Team

Our team is committed to helping insurance companies navigate the continuously evolving regulatory environment by offering customizable solutions

Innovative Investment Strategies

We are Committed to Delivering an Exceptional Client Experience

We are Disciplined & Proficient in our Investment Approach

We are Experienced and Innovative in Creating Customized Investment Solutions

Elisa Kowal

Senior Vice President

  • Generalist institutional coverage and exclusive nationwide coverage for Insurance sales, including General Accounts and Pension Plans for Life, Property & Casualty, and Health Companies
  • 11 years with SSI. Prior to joining SSI, Elisa was at Dimensional Fund Advisors as an Associate in Financial Advisor Services (FAS)
  • Elisa began her career working in government including the Economic Section for the United States Embassy in Paris and at the White House in the Office of Presidential Personnel, specifically on appointments to Boards, Commission and Delegations for the President during the Great Recession
  • BA, Economics – Honors Program, University of California at Irvine