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S&P 500 Sector Change — Notice XLRE and the Swan Defined Risk Strategy

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 [...]

By | September 19th, 2016|Uncategorized|Comments Off on S&P 500 Sector Change — Notice XLRE and the Swan Defined Risk Strategy

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 | 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 | September 26th, 2015|Research, Uncategorized|Comments Off on The Retirement Conundrum: Untying the Gordian Knot (full version)

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, [...]

By | September 20th, 2015|Research, Uncategorized|Comments Off on Portfolio Diversification with the Defined Risk Strategy

Hope for the Best, Prepare for the Worst (full version)

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 [...]

By | January 7th, 2015|Research, Uncategorized|Comments Off on Hope for the Best, Prepare for the Worst (full version)

Portfolio Optimization: Thinking Outside the Style Box

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 [...]

By | May 24th, 2014|Research, Uncategorized|Comments Off on Portfolio Optimization: Thinking Outside the Style Box

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 | March 24th, 2013|Research, Uncategorized|Comments Off on The DRS: A Full Market Cycle Strategy