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.