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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.

By | 2017-08-08T12:04:44+00:00 June 7th, 2016|Research, Uncategorized|Comments Off on Math Matters: Rethinking Investment Returns & How Math Impacts Results (full version)

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.

By | 2017-08-08T12:04:46+00:00 September 26th, 2015|Research, Uncategorized|Comments Off on The Retirement Conundrum: Untying the Gordian Knot (full version)

The DRS: A Full Market Cycle Strategy

White paper - The Defined Risk Strategy - A Full Market Cycle Strategy (full version) Download White Paper Investment Strategy for the Long-Term Investor Long-term investing means investors will experience full market [...]

By | 2017-08-08T12:04:48+00:00 March 24th, 2013|Research, Uncategorized|Comments Off on The DRS: A Full Market Cycle Strategy