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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

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GBU Newsletter

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Performance

Swan DRS 1-Page Brochure

1-Page Brochure — Swan Defined Risk Strat­e­gy (DRS) What keeps you up a night? Investors face a rock and hard place sce­nar­io with bonds and stocks: A rise in inter­est rates are bad news for bonds, […]

Swan Monthly Update

The Swan Month­ly Update Month­ly update regard­ing the Swan Defined Risk Strat­e­gy. Down­load the Lat­est GBU Reg­u­lar pub­li­ca­tion con­cern­ing mar­ket updates and per­for­mance regard­ing the Swan Defined Risk Strat­e­gy. Read the lat­est issue of the Swan  Month­ly here: […]

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Research

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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.

Math Matters: Rethinking Investment Returns & How Math Impacts Results (full version)

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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Entire Swan Content and Resources Library

Swan CIO Summit 2017 Recap

Solv­ing Invest­ment Chal­lenges Swan CIO Sum­mit Series Swan Glob­al Invest­ments is pleased to announce that the 2017 Swan CIO Sum­mit was a resound­ing suc­cess.  With over 80 par­tic­i­pants con­verg­ing in Chicago on April 4th, this […]

DRS vs. Covered Call Strategies — 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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