Picking Your Battles Download PDF Seeking Protection Against Bears Instead of Corrections Recent global equity market sell-offs, like those seen in the first quarters of both 2016 and 2018, justifiably generate media attention and [...]
Reflecting on a 20-Year Track Record of Defining Risk Download PDF 20/20 Vision Quick - where were you 20 years ago? Allow me to provide some context. In the spring, “Wannabe” by The [...]
Solving Investment Challenges Swan CIO Summit Series Swan Global Investments is pleased to announce that the 2017 Swan CIO Summit was a resounding success. With over 80 participants converging in Chicago on April 4th, this [...]
Investor Brochure - Swan Defined Risk Strategy (DRS) Investors begin with certain investment goals in mind. But in the face of unique and numerous investment challenges, many investors are increasingly uncertain if they can achieve their goals. Dual [...]
1-Page Brochure - Swan Defined Risk Strategy (DRS) What keeps you up a night? Investors face a rock and hard place scenario with bonds and stocks: A rise in interest rates are bad news for bonds, [...]
Do investors really understand the math behind investment returns? There are a lot of misconceptions amongst investors as it relates to equity investment returns, hedged equity returns, and the math behind them. The goal of this paper is to explain the 4 mathematical principles the drive investment returns, demonstrate how a hedged equity strategy can leverage all 4 in the investor's favor, and support the usage of a hedged equity approach over other traditional equity approaches for long-term investment growth.
Solving Investment Challenges Swan CIO Summit Series We are happy to report that the inaugural Swan CIO Summit was a resounding success. Hosted at the elegant Condado Vanderbilt Hotel in San Juan, Puerto Rico, the [...]
Seeking Consistent Outcomes Most financial plans assume a consistent return. As you can see in this download, over time the S&P 500 Index has proven to be far from consistent. By minimizing negative surprises [...]
The #1 fear of retirees is running out of income during retirement. Low yields have eroded income and if rates rise the capital preservation role of bonds will be severely challenged. Addressing the Distribution Conundrum with the Swan Defined Risk Strategy.
Investors entering retirement face an array of unique challenges that collectively seem daunting, a real Retirement Conundrum. The importance of having intelligent, forward-thinking financial advisors directly solving this situation is more important than ever. One-click solutions like target date funds or robo-advisors will not solve the retirement conundrum. Following the same cookie-cutter, 60/40 solutions outlined in textbooks will not solve the retirement problem. At Swan, we believe that only bold, forward-thinking solutions that directly address the biggest risks to the retired baby boomers will solve the problem - like the legend of Alexander the Great cleaving the Gordian Knot.
Seeking Real Portfolio Diversification? White paper - Diversifying with the Defined Risk Strategy (full version) Download PDF Swan Research - Innovative Thought Leadership As investors seek portfolio diversification in an era of index investing, a number [...]
White paper - Hope for the Best and Prepare for the Worst (full version) Download White Paper Swan Research - Innovative Thought Leadership Although we are many years removed from the depths of the financial [...]
White paper - Portfolio Optimization: Thinking 'Outside the Style Box' (full version) Download White Paper Swan Research - Innovative Portfolio Optimization Swan is focused on helping provide financial advisors with the thought leadership necessary to [...]
White paper - The Defined Risk Strategy - A Full Market Cycle Strategy (full version) Download White Paper Investment Strategy for the Long-Term Investor Long-term investing means investors will experience full market [...]
The Good, The Bad, and The Ugly Latest issue of the Swan Quarterly Newsletter regarding the Defined Risk Strategy Download the Latest GBU A look at the world of managed finance from Durango, CO [...]