Investment Solutions

Global Hedged Equity Solutions

The world has been redefined—made increasingly difficult by the uncertainty in the post-COVID-19, low to negative yields, re-calibration of the global economy, and more.

 

Advisors now face the biggest risks and opportunities in a generation.

 

Since 1997, we have been redefining investing. Our distinct Defined Risk Strategy has pioneered the use of options to define and limit market risk—to redefine the risk/return profile of equity investing.

Mitigate Risk – Complement core, long-only equity with hedged equity in various markets to mitigate risk while increasing overall equity allocations.

 

Supplement Income Utilize hedged equity as the driver for sustainable systematic withdrawals.

View Our Suite of Solutions

Defining Risk, Improving Outcomes – Across Structures & Asset Classes

Separately Managed Accounts (SMAs) offer some customization opportunities with the DRS available across a range of asset classes, as well as, individualized reporting for DRS investors. There is an investment minimum to open a separate account.

Structured Outcome Strategies (SOS) provide investors with equity market appreciation, up to a cap, and a downside SOS Shield for a specified period, seeking to reduce the uncertainty and volatility associated with equity investing.

The DRS is available in a suite of mutual funds across asset classes, based on the same strategy and investing process launched in 1997, designed to redefine the risk/return profile of long-term equity investing. 

Our option overlays offer customization opportunities for hedging and income generation on most multi-asset portfolios. Swan Overlays are available at major custodians and platforms. Account minimums apply.

Globally diversified, hedged equity model portfolios, constructed with various allocations to four of the most popular equity asset classes and tailored to three typical risk tolerance levels.

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