What are the typical types of investments owned by clients at SS&A?
Different client needs require different securities and allocations but generally a client has an equity portfolio consisting of individual common stock securities that we find attractive, sometimes augmented with appropriate Exchange Traded and Mutual Funds. Tax sensitive fixed income portfolios are generally invested in an appropriate tax free municipal strategy. Non-tax sensitive portfolios may have some combination of government agencies, corporates, mortgage backed and treasuries. We also have options management strategies and access to derivatives and alternative investments where appropriate.
