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News2017-08-08T12:04:24+00:00
  • Pain Index - Swan Insights

Pain Index — Better Measure of Risk

Octo­ber 18th, 2018|Com­ments Off on Pain Index — Bet­ter Mea­sure of Risk

Behav­ioral finance research sug­gests investors are loss averse, more so than risk-averse. The Pain Index mea­sures the depth, dura­tion, and fre­quen­cy of loss­es, and there­fore we believe is a bet­ter mea­sure of risk that is aligned with how investors think about and react to invest­ment risk, ver­sus stan­dard devi­a­tion that mea­sures volatil­i­ty, or invest­ment price moves up and down around a mean.

  • Fiduciary Insanity - Swan Insights - Swan Global Investments

Fiduciary Insanity?

Octo­ber 4th, 2018|Com­ments Off on Fidu­cia­ry Insan­i­ty?

Fidu­cia­ry Insan­i­ty? Down­load PDF   Reflect­ing on the Last­ing Impacts of the 2008 Finan­cial Cri­sis The finan­cial press has been awash with arti­cles com­mem­o­rat­ing the ten-year […]

  • New Risk Metrics for New World | White Paper | Swan Global Investments

New Risk Metrics for a New World

Sep­tem­ber 28th, 2018|Com­ments Off on New Risk Met­rics for a New World

White Paper — New Risk Met­rics for a New World Down­load PDF   There was an increased demand for alter­na­tive invest­ments with low cor­re­la­tions after the […]

  • Swan White Paper - Where Does Hedged Equity Fit? | Swan Research

Where Does Hedged Equity Fit?

Sep­tem­ber 26th, 2018|Com­ments Off on 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.

Managing Expectations — Drawdown Scenarios and Swan DRS Performance Analysis

Sep­tem­ber 25th, 2018|Com­ments Off on 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.

  • White Paper - Active vs. Passive: Losing the Forest for the Trees | Swan Global Investments

Active vs Passive — Losing the Forest for the Trees

Sep­tem­ber 25th, 2018|Com­ments Off on 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.

Analysis of Three Largest Drawdowns — Swan Defined Risk Strategy

Sep­tem­ber 24th, 2018|Com­ments Off on Analy­sis of Three Largest Draw­downs — Swan Defined Risk Strat­e­gy

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.

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