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Swan Content and Resources Library 2017-08-08T12:04:22+00:00

Swan Content and Resources Library

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, performance updates, and insights from the portfolio management team.

Research
Performance
DRS Solutions
GBU Newsletter
Entire Library

Research

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Passive vs Active — 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.

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.

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Performance

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 this Fact Sheet for the Swan Defined Risk Strategy (DRS). Download DRS Fact Sheet Preview or read the fact [...]

Swan DRS Investor Brochure

Investor Brochure - Swan Defined Risk Strategy (DRS) Investors begin with certain investment goals in mind. But in the face of unique and numerous investment challenges, many investors are increasingly uncertain if they can achieve their goals. Dual [...]

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DRS Solutions

Seeking Consistent Outcomes

Seeking Consistent Outcomes Most financial plans assume a consistent return. As you can see in this download, over time the S&P 500 Index has proven to be far from consistent. By minimizing negative surprises [...]

Investing for Income

The #1 fear of retirees is running out of income during retirement. Low yields have eroded income and if rates rise the capital preservation role of bonds will be severely challenged. Addressing the Distribution Conundrum with the Swan Defined Risk Strategy.

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GBU Newsletter

Swan Quarterly Newsletter

The Good, The Bad, and The Ugly Latest issue of the Swan Quarterly Newsletter regarding the Defined Risk Strategy Download the Latest GBU A look at the world of managed finance from Durango, CO [...]

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Entire Swan Content and Resources Library

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