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Swan Insights & Research 2017-12-05T09:32:48+00:00

Swan Insights & Research

Dive into this curat­ed col­lec­tion of the most pop­u­lar resources that pro­vide a deep­er under­stand­ing of the Defined Risk Strat­e­gy, com­pelling pre­sen­ta­tions, research white papers, blog posts, per­for­mance updates and analy­sis, as well as, insights from the port­fo­lio man­age­ment team.

Research
Per­for­mance
DRS Solu­tions
GBU Newslet­ter
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Research

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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.

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.

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Performance

Swan DRS 1-Page Brochure

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, […]

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DRS Solutions

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GBU Newsletter

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Entire Swan Content and Resources Library

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