S&P 500 Sector Change (XLRE) and Impacts on the Defined Risk Strategy Sector Change - Impacts for the Swan Defined Risk Strategy Real estate became its own equity sector within the GICS [...]
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.
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.
Seeking Real Portfolio Diversification? White paper - Diversifying with the Defined Risk Strategy (full version) Download PDF Swan Research - Innovative Thought Leadership As investors seek portfolio diversification in an era of index investing, a number [...]
White paper - Hope for the Best and Prepare for the Worst (full version) Download White Paper Swan Research - Innovative Thought Leadership Although we are many years removed from the depths of the financial [...]
White paper - Portfolio Optimization: Thinking 'Outside the Style Box' (full version) Download White Paper Swan Research - Innovative Portfolio Optimization Swan is focused on helping provide financial advisors with the thought leadership necessary to [...]
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 [...]