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Passive vs Active — Losing the Forest for the Trees

By now the arguments for and against picking stocks and indexing are well documented. At Swan Global Investments, our take on the whole passive-versus-active debate is a bit different. It doesn’t matter. Active or passive: it doesn’t matter. Dive into this engaging paper to learn why, and more importantly discover what may be overlooked in the broader passive vs. active debate.

By | April 24th, 2017|DOCUMENTS, Research|Comments Off on Passive vs Active — Losing the Forest for the Trees

Where Does Hedged Equity Fit?

"So where does the DRS fit in a portfolio?" We field this question often. Simple, yet effective investment approach behind the the Defined Risk Strategy (DRS) appeals to many as it can serve different roles within a portfolio. This paper dives into the DRS allocation question, examines the impacts of adding the DRS in incrementally larger proportions to an existing balanced portfolio and analyzes the impact on portfolio risk and return metrics, as well as, examines the various ways the DRS can fit in a portfolio to accomplish various goals.

By | February 20th, 2017|DOCUMENTS, Research|Comments Off on Where Does Hedged Equity Fit?

Asset Allocation Strategies

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 | February 17th, 2017|DOCUMENTS, Research|Comments Off on Asset Allocation Strategies

Math Matters: Rethinking Investment Returns & How Math Impacts Results (full version)

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.

By | June 7th, 2016|Research, Uncategorized|Comments Off on Math Matters: Rethinking Investment Returns & How Math Impacts Results (full version)

The Retirement Conundrum: Untying the Gordian Knot (full version)

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.

By | September 26th, 2015|Research, Uncategorized|Comments Off on The Retirement Conundrum: Untying the Gordian Knot (full version)

Portfolio Diversification with the Defined Risk Strategy

Seeking Real Portfolio Diversification? White paper - Diversifying with the Defined Risk Strategy (full version) Download White Paper   Swan Research - Innovative Thought Leadership As investors seek portfolio diversification in an era of index investing, [...]

By | September 20th, 2015|Research, Uncategorized|Comments Off on Portfolio Diversification with the Defined Risk Strategy

Hope for the Best, Prepare for the Worst (full version)

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 [...]

By | January 7th, 2015|Research, Uncategorized|Comments Off on Hope for the Best, Prepare for the Worst (full version)

Portfolio Optimization: Thinking Outside the Style Box

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 [...]

By | May 24th, 2014|Research, Uncategorized|Comments Off on Portfolio Optimization: Thinking Outside the Style Box

The DRS: A Full Market Cycle Strategy

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 [...]

By | March 24th, 2013|Research, Uncategorized|Comments Off on The DRS: A Full Market Cycle Strategy