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Swan Insights & Research2018-08-13T12:37:13+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.

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Research

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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.

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.

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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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