History of Firsts
SSI Investment Management Inc. (SSI) specializes in alpha generating investment strategies. Founded in 1973, SSI has one of the longest track records in Market Neutral Investing. As one of the first to utilize technology to create innovative portfolio solutions, SSI is recognized as a leader in the application of statistical analysis to the stock market. The table below highlights SSI's History of Firsts, from inception to present day. SSI, always focused on its given competencies, continues to expand its investment capabilities, seeking to add value to its clients.
| 1969-1973 | Innovators in the development of quantitative, multifactor stock selection models |
| 1974 | One of the first to combine quantitative and fundamental analysis in the investment process |
| 1975 | One of the first to offer a systematic, market neutral, controlled volatility equity portfolio to institutional investors |
| 1981 | One of the first to develop an earnings estimate revision model for use in stock selection |
| 1988 | One of the first to incorporate money flow in its investment process |
| 1991 | One of the first to integrate portable alpha into investment portfolios |
| 1998 | One of the first to implement alternative beta vehicles, including fixed income and small cap indices, in portable alpha strategies |
| 2005 | Creators of a proprietary Tactical Asset Allocation Strategy utilized for market-neutral portfolios |