SSI’s Investment Management Strategy & Style

The company’s primary focus is maximizing the return on portfolios within the confines of the RISK PARAMETERS STIPULATED ON CLIENT’S CUSTOMER ACCOUNT INFORMATION FORM (CAIF). SSI’s management decisions are based on both fundamental and technical researches which allow us to actively anticipate market trends in most instances and select the appropriate portfolio allocation. Our investment strategy takes into consideration the direction of the macro and micro economics and unique circumstances and assumed risk-return parameters that the client have. One of the fundamental principles underlying our investment philosophy is that attractive long-term investment returns are achieved through the diversification of investments among the different listed companies in the Philippine Stock Exchange.

SSI MANAGES RISKS, not just RETURNS. The company’s practice is to prudently manage portfolio risk through DIVERSIFICATION among the various listed companies. SSI’s management style is collaborative and consultative as the company work with clientele to develop their investment objectives and customize investment solutions to achieve those goals.

Customized Approach

A PERSONALIZED INVESTMENT PORTFOLIO will be tailored to meet clientele’s risk and return objectives and detailed investment policy statements will be prepared at regular intervals.

Corporate Governance

Based on SSI’s long established focus on adhering to both local and global best practices, regulatory compliance and corporate governance have always been at the forefront of company’s plan.

OFFICERS, ASSOCIATED PERSON, SALESMAN AND EMPLOYEES



  • DIOSDADO M. ARROYO

    President/Nominee




    EDGAR H. RUADO

    Vice-President for Operations




    LORETO G. SOLOMON, Jr.

    Vice-President for Administration




    CATHERINE N. PALAMOS

    Authorized Representative of LTA




    JOSELITO O. LOMANGAYA

    Corporate Secretary




    JOY HILLEVI C. SANCHEZ

    Associated Person/Data Protection Officer




    JEFFREY G. SARMIENTO

    Salesman/Trader




    MARICRIS T. BENAID

    Settlement Assistant




    REYNALDO M. CASTRO

    Messenger

DIRECTORS/STOCKHOLDERS

DIOSDADO M. ARROYO CHAIRMAN/PRESIDENT
LOURDES T DE ARROYO INC.
(Catherine N. Palamos - Authorized Representative)
DIRECTOR
RONALDO JOSE M. PUNO DIRECTOR
ROSARIO P. DIZON DIRECTOR
FRANCISCO V. CANCIO DIRECTOR
EDNA C. BISCOCHO DIRECTOR/TREASURER
RENE D. REYES INDEPENDENT DIRECTOR
JOSE EMMANUEL B. ESCARO INDEPENDENT DIRECTOR