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

  • Responsible for business development in the institutional and broker-dealer markets, expanding relationships with existing clients, forming relationships with prospective clients, and cultivating new consulting relationships
  • 8 years with SSI.  Prior to joining SSI, Elisa was at Dimensional Fund Advisors as an Associate in Financial Advisor Services, she also worked in the Economic Section for the United States Embassy in Paris and the Paris Club, an informal group of creditor nations whose objective is to find workable solutions to payment problems faced by debtor nations. Elisa began her career working at the White House in the Office of Presidential Personnel
  • BA, Economics, University of California at Irvine