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Dagney Maseda Interview with RIA Channel at Pershing INSITE 2024
Watch this RIA Channel interview with SSI’s Dagney Maseda, CFA, Managing Director and Portfolio Manager. She provides a brief introduction to SSI and explains the
Too Good to Be True? Risk Management Pitfalls
Broadening the field of potential investments provides diversification and, if done effectively, reduces portfolio volatility. Out latest research paper explores some of the common pitfalls
Relative Value: A “Diversifier” within an RMS Portfolio
This report explores the strategic benefits of incorporating unlevered convertible arbitrage into your portfolio as a risk mitigating strategy. It delves into why “higher for
Thought Leadership
Dagney Maseda Interview with RIA Channel at Pershing INSITE 2024
Watch this RIA Channel interview with SSI’s Dagney Maseda, CFA, Managing Director and Portfolio Manager. She provides a brief introduction to SSI and explains the
Too Good to Be True? Risk Management Pitfalls
Broadening the field of potential investments provides diversification and, if done effectively, reduces portfolio volatility. Out latest research paper explores some of the common pitfalls
Relative Value: A “Diversifier” within an RMS Portfolio
This report explores the strategic benefits of incorporating unlevered convertible arbitrage into your portfolio as a risk mitigating strategy. It delves into why “higher for
The Performance of Convertible Bonds versus Fixed Income Indices
The Investment Grade Convertible bonds asset class has outpaced a wide array of other fixed income segments over multiple time periods. Strong returns are just
How Investing in Uncorrelated Strategies Can Hurt Portfolio Performance
SSI highlights the importance of considering correlation alongside other key variables, such as expected returns, volatility, beta, and risk premium capture to craft a robust
In The News
Dagney Maseda Interview with RIA Channel at Pershing INSITE 2024
Watch this RIA Channel interview with SSI’s Dagney Maseda, CFA, Managing Director and Portfolio Manager. She provides a brief introduction to SSI and explains the
Think Advisor | Multi-Asset Strategist Manager of 2022: SSI Investment Management1
The ability to capture trends through tactical positioning led to solid absolute and risk-adjusted performance last year for SSI Investment Management’s SSI Flexible Allocation Portfolios,
The Hedge Fund Journal | 50 Leading Women in Hedge Funds 2021
This is the 9th edition of our 50 Leading Women in Hedge Funds report and is published in association with EY for the eighth time.
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Recent Updates
Dagney Maseda Interview with RIA Channel at Pershing INSITE 2024
Watch this RIA Channel interview with SSI’s Dagney Maseda, CFA, Managing Director and Portfolio Manager.
Too Good to Be True? Risk Management Pitfalls
Broadening the field of potential investments provides diversification and, if done effectively, reduces portfolio volatility.
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.
