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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.

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DRS Solutions
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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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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, [...]

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DRS Solutions

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GBU Newsletter

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Entire Swan Content and Resources Library

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