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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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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.

The Retirement Conundrum: Untying the Gordian Knot (full version)

Investors enter­ing retire­ment face an array of unique chal­lenges that col­lec­tive­ly seem daunt­ing, a real Retire­ment Conun­drum. The impor­tance of hav­ing intel­li­gent, for­ward-think­ing finan­cial advi­sors direct­ly solv­ing this sit­u­a­tion is more impor­tant than ever. One-click solu­tions like tar­get date funds or robo-advi­sors will not solve the retire­ment conun­drum. Fol­low­ing the same cook­ie-cut­ter, 60/40 solu­tions out­lined in text­books will not solve the retire­ment prob­lem. At Swan, we believe that only bold, for­ward-think­ing solu­tions that direct­ly address the biggest risks to the retired baby boomers will solve the prob­lem — like the leg­end of Alexan­der the Great cleav­ing the Gor­dian Knot.

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Entire Swan Content and Resources Library

Greek Lessons: Vega Explained

The volatil­i­ty of an option’s under­ly­ing asset is one of the major fac­tors in deter­min­ing the val­ue of that option. An option’s sen­si­tiv­i­ty to volatil­i­ty is known as “vega” and is one of the so-called “Greeks” that are used to deter­mine an option’s val­ue.

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 […]

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