CORE EQUITY CONVERTIBLE_INVESTMENT INVESTMENT GRADE CONVERTIBLES FLEXIBLE ALLOCATION BALANCED

Convertible Investment

Investment Grade
Convertibles

Core Equity

Flexible Allocation

Balanced

HEDGED CONVERTIBLES

Hedged
Convertibles

Convertible Investment

STRATEGIES
  • Dynamic investment approach that actively adjusts a portfolio’s asset allocation and risk profile
  • Designed to:
  • Generate higher risk-adjusted returns than more static portfolios
  • Exploit mispricing by allocating toward asset classes with attractive risk/return profiles
  • Systematically adjust to protect investors from significant losses in periods of heightened risk
  • Significantly modify the risk profile of the portfolio based on the environment
ExperienceRisk ManagementQuantitative ModelsWhy Tactical

Tactical multi-asset allocation strategy designed to participate in attractive financial markets and protect capital in adverse environments

FLEXIBLE ALLOCATION

Flexible Allocation

FACT SHEET

2018_3Q_SSI_Flex AllocationFACTSHEET-(G-N) FINAL.pdf

Looking Beyond 60/40

Looking Beyond the 60-40_October 2017.pdf
HISTORY TEAM PHILANTHROPY
SPOTLIGHT TAP THE EXPERTS LEARNING RESOURCES

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