• Swan Blog - Swan DRS vs. Liquid Alternatives - Swan Global Investments

DRS vs. Liquid Alternatives — Strategy Comparison Series

March 2nd, 2017|Com­ments Off on DRS vs. Liq­uid Alter­na­tives — Strat­e­gy Com­par­ison Series

Exam­ine the dif­fer­ences between the goals, track records and dri­vers of suc­cess between the Swan DRS and tac­ti­cal asset allo­ca­tion strate­gies.

Asset Allocation Strategies

Feb­ru­ary 17th, 2017|Com­ments Off on 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.

  • Greek Lessons- Vega Explained | Swan Blog

Greek Lessons: Vega Explained

Feb­ru­ary 2nd, 2017|Com­ments Off on Greek Lessons: Vega Explained

The volatil­i­ty of an option’s under­ly­ing asset is one of the major fac­tors in deter­min­ing the val­ue of that option. An option’s sen­si­tiv­i­ty to volatil­i­ty is known as “vega” and is one of the so-called “Greeks” that are used to deter­mine an option’s val­ue.

Fact Sheet — Swan Defined Risk Strategy Select Composite

Feb­ru­ary 1st, 2017|Com­ments Off on Fact Sheet — Swan Defined Risk Strat­e­gy Select Com­pos­ite

Cur­rent Month­ly Fact Sheet Swan Defined Risk Strat­e­gy Select Com­pos­ite Review the per­for­mance and risk/return met­rics in […]

  • Swan Blog - Market Forecasting - Refreshing View on Forecasts and Value of Predictions

Market Forecasts & the Value of Predictions

Jan­u­ary 19th, 2017|Com­ments Off on Mar­ket Fore­casts & the Val­ue of Pre­dic­tions

Every year experts rush to pub­lish mar­ket fore­casts. But how accu­rate are the­se pre­dic­tions? See how reli­able mar­ket fore­casts are, and why we at Swan don’t make them.

  • What Returns Are You Targeting?| Swan Blog

The Target Return Band

Jan­u­ary 9th, 2017|Com­ments Off on The Tar­get Return Band

What Return Are You Tar­get­ing? Are you focused on a 1yr, 3yr, 5yr return ver­sus some bench­mark? Is that best for the investor? We believe achiev­ing returns with­in our Tar­get Return Band year after year can lead to long-term suc­cess. Learn why and ways to address investor myopia.

Swan DRS Investor Brochure

Decem­ber 31st, 2016|Com­ments Off on Swan DRS Investor Brochure

Investor Brochure — Swan Defined Risk Strat­e­gy (DRS) Investors begin with cer­tain invest­ment goals in mind. But in the face […]

Swan DRS 1-Page Brochure

Decem­ber 15th, 2016|Com­ments Off on Swan DRS 1-Page Brochure

1-Page Brochure — Swan Defined Risk Strat­e­gy (DRS) What keeps you up a night? Investors face a rock […]

  • Value of Non-Normal Distribution of Returns | Swan Blog

The Importance of Distribution of Returns

Decem­ber 1st, 2016|Com­ments Off on The Impor­tance of Dis­tri­b­u­tion of Returns

When Nor­mal isn’t Good. Do you real­ly want to achieve ‘mar­ket returns’? Actu­al mar­ket returns over time often do not fit a nice, clean, sym­met­ric lay­out of a ‘nor­mal dis­tri­b­u­tion’ curve. As such, investors may not real­ize that striv­ing for mar­ket returns might not be in their best inter­ests over time. How­ev­er, nar­row­ing their dis­tri­b­u­tion of returns is!

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