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Managing Expectations — Drawdown Scenarios and Swan DRS Performance Analysis

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 |2018-10-02T10:34:41+00:00September 25th, 2018|Research, Uncategorized|Comments Off on Managing Expectations — Drawdown Scenarios and Swan DRS Performance Analysis

Diversifying with the Defined Risk Strategy

Diversifying with the Defined Risk Strategy   Swan Research - Innovative Thought Leadership As investors seek portfolio diversification in an era of index investing, a number of indices are often considered when considering exposure different asset classes. [...]

By |2018-10-02T10:36:57+00:00September 25th, 2018|Research, Uncategorized|0 Comments

Portfolio Optimization: Thinking Outside the Style Box

Portfolio Optimization: Thinking 'Outside the Style Box' Download White Paper Swan Research - Innovative Portfolio Optimization Swan is focused on helping provide financial advisors with the thought leadership necessary to differentiate themselves and make their [...]

By |2018-10-02T10:39:03+00:00September 25th, 2018|Research, Uncategorized|Comments Off on Portfolio Optimization: Thinking Outside the Style Box

Analysis of Three Largest Drawdowns — Swan Defined Risk Strategy

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 |2018-10-02T10:41:09+00:00September 24th, 2018|Research, Uncategorized|Comments Off on Analysis of Three Largest Drawdowns — Swan Defined Risk Strategy

Math Matters: Rethinking Investment Returns & How Math Impacts Results

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 |2018-09-27T17:05:02+00:00June 7th, 2016|Research, Uncategorized|Comments Off on Math Matters: Rethinking Investment Returns & How Math Impacts Results

The Retirement Conundrum: Untying the Gordian Knot

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 |2018-10-02T14:28:30+00:00September 26th, 2015|Research, Uncategorized|Comments Off on The Retirement Conundrum: Untying the Gordian Knot

The DRS: A Full Market Cycle Strategy

White Paper - The Defined Risk Strategy - A Full Market Cycle Strategy Download White Paper Investment Strategy for the Long-Term Investor Long-term investing means investors will experience full market cycles. So, shouldn't [...]

By |2018-09-27T16:31:49+00:00March 24th, 2013|Research, Uncategorized|Comments Off on The DRS: A Full Market Cycle Strategy