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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

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Research

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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.

Portfolio Diversification with the Defined Risk Strategy

Seek­ing Real Port­fo­lio Diver­si­fi­ca­tion? White paper — Diver­si­fy­ing with the Defined Risk Strat­e­gy (full ver­sion) Down­load White Paper   Swan Research — Inno­v­a­tive Thought Lead­er­ship As investors seek port­fo­lio diver­si­fi­ca­tion in an era of index invest­ing, […]

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Entire Swan Content and Resources Library

DRS vs. Liquid Alternatives — Strategy Comparison Series

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

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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