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.

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 an insurance company’s asset allocation. Ravi compares the alternative investment

SSI’s Investment Grade Strategy Current Opportunity Set Considerations
SSI portfolio manager, Stephen Wachtel, CFA, examines the current opportunity set within the Convertible bond asset class. Stephen shares specific examples of securities, which meet

SSI’s Investment Grade Convertible Bond Strategy: Competitive Advantages
SSI Principal and Portfolio Manager, Ravi Malik, CFA, delves into SSI’s partnership with insurance companies. Ravi also shares the key competitive advantages which set SSI