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