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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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Diversifying with the Defined Risk Strategy

Diver­si­fy­ing with the Defined Risk Strat­e­gy   Swan Research — Inno­v­a­tive Thought Lead­er­ship As investors seek port­fo­lio diver­si­fi­ca­tion in an era of index invest­ing, a num­ber of indices are often con­sid­ered when con­sid­er­ing expo­sure dif­fer­ent asset class­es. […]

Portfolio Optimization: Thinking Outside the Style Box

Port­fo­lio Opti­miza­tion: Think­ing ‘Out­side the Style Box’ Down­load White Paper Swan Research — Inno­v­a­tive Port­fo­lio Opti­miza­tion Swan is focused on help­ing pro­vide finan­cial advi­sors with the thought lead­er­ship nec­es­sary to dif­fer­en­ti­ate them­selves and make their […]

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Managing Expectations — Drawdown Scenarios and Swan DRS Performance Analysis

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.

Active vs Passive — 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.

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