The Best Offense is a Good Defense

At Swan Global Investments, we are “actively seeking to not lose big”. — Randy Swan 

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Swan Global Investments in the News

Wall Street Transcript interview with Randy Swan or Swan Global Investments

Wall Street Tran­script – ‘A Long-Term, Low-Cost Strat­e­gy to Hedge a Port­fo­lio’

Inter­view with Randy Swan, Nov. 7, 2016

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FA Magazine article 'Keeping the Bear at Bay', on Swan Global Investments

Finan­cial Advi­sor Mag­a­zine — ‘Keep­ing the Bear at Bay’

by Mar­la Brill,  August 5, 2016

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Swan Global Investments - 'All Weather Mutual Fund' article by Barrons

Barron’s – ‘All-Weath­er Mutu­al Fund’

by Sarah Von Max, April 23, 2016

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Daily Alts - podcast with Randy Swan of Swan Global Investments

Dai­ly Alts — (pod­cast)

Risk Man­aged Invest­ing with Randy Swan’

Inter­view by Charley Wright,  June 13, 2016

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Real Thought Leadership

Math Matters - white paper - Swan Global Investments

New White Paper — Math Mat­ters

Rethink­ing the Math Behind Invest­ment Returns

by Mic­ah Wake­fieldCAIA®

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The Retirement Conundrum - Untying the Gordon Knot - white paper - Swan Global Investments

White Paper —        The Retire­ment Conun­drum 

Unty­ing the Gor­dian Knot

by Marc Odo,  CFA®, CAIA®, CIPM®, CFP®

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Hope for the Best, Prepare for the Worst - white paper - Swan Global Investments

White Paper  –   Hope for the Best, Pre­pare for the Worst

by Marc Odo,  CFA®, CAIA®, CIPM®, CFP®

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Insights into the DRS from the Port­fo­lio Man­agers

Randy Swan — CEO, Founder, Port­fo­lio Man­ager

Rob Swan — COO, Co-Port­fo­lio Man­ager

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A Message from Founder, Randy Swan

Randy Swan discusses how the Defined Risk Strategy is designed to address the investment challenges of today and tomorrow.

Meet Swan Global Investments

Learn more about the Swan team and the
unique design of the Defined Risk Strat­e­gy.

MORE ABOUT SWAN