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Recent Updates
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
Thought Leadership
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
Why Allocate to Convertible Bonds Now? Recent Trends and Opportunity
SSI Portfolio Manager, Michael J. Opre, CFA, presents the benefits of Convertible bonds as an asset class. Equity-like returns coupled with lower volatility and enhanced
Convertible Bonds – An Attractive Asset Class for Insurance Portfolios
Monetary policy is on course to being normalized after the unprecedented actions of the Fed, both on rates and the balance sheet, in the post-Covid
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
In The News
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
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Recent Updates
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
SSI’s Investment Grade Strategy Current Opportunity Set Considerations
SSI portfolio manager, Stephen Wachtel, CFA, examines the current opportunity set within the Convertible bond
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.
