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Swan Insights & Research 2018-05-22T15:48:29+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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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.

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.

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Zephyr K-ratio

Zephyr K-ratio Down­load PDF Risk Met­rics Series The objec­tive of this ongo­ing edu­ca­tion­al series of blog posts is to sort through, explain, and orga­nize all of the var­i­ous per­for­mance met­rics that are avail­able to […]

Omega Ratio

Omega Ratio Down­load PDF   Risk Met­rics Series On the StatMAP, the omega ratio risk met­ric is a use­ful risk/return trade-off mea­sure­ment for tail risk. Put sim­ply, Omega is the ratio of an investment’s […]

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