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, an all-ETF portfolio that won Envestnet’s 2022 Asset Manager of the Year Award in the Multi-Asset Strategist category.
The boutique firm’s 12-member portfolio management team, working together for more than two decades, uses a combination of fundamental analysis and quantitative research to generate consistent performance as they pursue broad market upside and protection against downside risks, Envestnet analysts note.
All three SSI Flexible Allocation Portfolios — conservative, moderate and moderately aggressive — outperformed their Morningstar peer groups in 2021, with the conservative and moderate portfolios also significantly surpassing their benchmarks.
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.
