Send a Message

[contact-form-7 id="2362" title="Send a Message"]

About Micah Wakefield

This author has not yet filled in any details.
So far Micah Wakefield has created 5 blog entries.

Portfolio Optimization: Thinking Outside the Style Box

Portfolio Optimization: Thinking 'Outside the Style Box' Download White Paper Swan Research - Innovative Portfolio Optimization Swan is focused on helping provide financial advisors with the thought leadership necessary to differentiate themselves and make their [...]

By |2018-10-02T10:39:03+00:00September 25th, 2018|Research, Uncategorized|Comments Off on Portfolio Optimization: Thinking Outside the Style Box

Optimizing Asset Allocation

By definition, systematic risk cannot be diversified away. Therefore, at Swan, we believe if you can't diversify away systematic risk, you must hedge it away. The goal of this study is to show how hedged equity, through an investment vehicle such as the Defined Risk Strategy, can be superior to traditional asset allocation or help enhance it.

By |2018-10-09T16:17:28+00:00September 29th, 2018|DOCUMENTS, Research|Comments Off on Optimizing Asset Allocation

A Sideways Market for U.S. Stocks: Déjà vu All Over Again?

A Sideways Market for U.S. Stocks: Déjà vu All Over Again? Download PDF   Examining Sideways Market Conditions and Investment Strategies Haven’t we seen this before? A well-circulated chart made its way around the [...]

By |2018-10-09T16:36:01+00:00January 6th, 2016|Blog|Comments Off on A Sideways Market for U.S. Stocks: Déjà vu All Over Again?