Our Global Hedged Equity (GHE) Models enable investors to build globally diversified portfolios to pursue growth opportunities, while remaining always hedged against market risk.
Equity markets with high growth potential can be volatile, so they typically represent the smallest slice of traditional portfolios.
What would your pie look like, if you could better mitigate risk in those markets?
Global diversification allows investors to capture growth wherever it happens.
Yet global markets often fall in unison during times of crises, eroding protection investors assume that diversification provides.
Traditional global portfolios are stuck in the past:
Break with tradition.
Capture opportunities while mitigating risks.
Globally diversified portfolios are separately managed account strategies designed to meet the specific needs of high-net-worth individuals, including global diversification, risk mitigation (market risk, currency risk, and more), capital appreciation, and tax efficiency.
U.S. Large Cap
(S&P 500)
U.S. Small Cap
(Russell 2000)
International Equities
(MSCI EAFE, MSCI EM)
Gold
(EX: GLD or SGOL)
Fixed Income
(EX: XCCC)
Focus on what you can control—risk, cost, time, behavior—instead of what you can’t control—return.
In a redefined world, with low-to-negative yields, how will you allocate to achieve real, after-tax returns necessary to achieve long-term goals?
The Swan Defined Risk Strategy (DRS) is a time-tested, hedged equity approach that is always invested in equity for growth, always hedged to mitigate downside risk.
Defining Separately Managed Accounts
A Separately Managed Account is a portfolio of assets under the management of a professional investment firm. The vast majority of such investments firms are called registered investment advisors, which are regulated by of the U.S. Securities and Exchange Commission (SEC) under the Investment Advisors Act of 1940. One or more portfolio managers are responsible for day-to-day investment decisions, supported by a team of analysts, operations and administrative staff. Separately Managed Accounts differ from mutual funds in that each portfolio is unique to a single account, in which the manager has discretion to make investment decisions for each account.
