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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.

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Research

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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.

Portfolio Diversification with the Defined Risk Strategy

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 […]

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Performance

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DRS Solutions

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GBU Newsletter

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Entire Swan Content and Resources Library

How Some Managers Walk the Line: Analyzing Linear Regressions of Active & Passive Funds

How Some Man­agers Walk the Line Down­load Here   Ana­lyz­ing Lin­ear Regres­sions of Active & Pas­sive Funds In a recent Swan blog post, we explored how the active-vs-pas­sive debate miss­es the point by fail­ing […]

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