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.
2026 Convertible Bond Outlook
Convertible bonds continue to play a distinct role within diversified portfolios by offering a hybrid exposure to both equity and fixed income markets. Entering 2026, the asset class reflects attractive valuations, broad sector representation, and a robust issuance universe, providing investors with an alternative way to gain equity participation while maintaining fixed income characteristics. View PDF
Insurance Investor | North American Awards 2025 Finalist
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.
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 to traditional fixed income and equity. https://www.youtube.com/watch?v=Fkv2fDpsa58
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 the criteria for our Investment Grade strategies. https://www.youtube.com/watch?v=KA3GLsWxDEo&t=3s