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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.

DRS Solu­tions
GBU Newslet­ter
Per­for­mance
Research
Entire Library

DRS Solutions

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 the Swan Defined Risk […]

Investing for Income

Down­load Invest­ing for Income The #1 fear of retirees is run­ning out of income dur­ing retire­ment.* In a low yield world, with costs of liv­ing and health­care on the […]

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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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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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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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Entire Swan Content and Resources Library

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.

DRS vs. Managed Futures — Strategy Comparison Series

Exam­ine the dif­fer­ences between the goals, track records and dri­vers of suc­cess between the Swan DRS and cov­ered call strate­gies.

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