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Overlay

 

Stabilize returns and minimize taxes

The Swan DRS overlay applies our hedge and option income components for managers who have portfolios with low cost basis and concentrated stock positions. Overlaying these types of portfolios with protection and income features can help clients smooth out returns and protect against extreme drawdowns, without incurring the taxes that would be triggered by liquidating securities. The Overlay program is ideal for executive stock programs that are restricted from liquidation or from full investment in Swan’s SMA program.

The overlay has a few differences from our traditional DRS process, including:

  • Investors may use their own underlying equity portfolios
  • Customized hedging and income strategies are available
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