Option Overlay Strategies
Tailored Solutions for Enhancing Portfolios
Option overlay strategies can be constructed to mitigate systematic risk, enhance portfolio income, or improve risk/return, enabling investors to efficiently achieve long-term portfolio objectives.
Overlays can be employed on a concentrated stock position or a multi-asset portfolio.
Define Risk, Improve Outcomes – that’s Investing Redefined®.
The risks to capital are always present.
Options provide investors with strategies designed to solve for targeted income, risk mitigation, and improved risk-adjusted returns.
As a leader in overlay and hedged equity strategies, we offer comprehensive derivatives expertise and scalable implementation.
Overlay Managers – Since 1997.
Swan Overlay Strategies can be used to:
Options enable advisors to structure a path to desired objectives.
Options-based portfolio overlays offer investors targeted solutions for multi-asset or concentrated positions. The most popular objectives are:
Hedge Downside Risk
Structured or Defined Outcome Strategies
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Active Hedging Strategies
Generate Income
Passive Income Strategies
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Swan’s custom overlay strategies have a few differences from our traditional Defined Risk Investing process, including:
With the risks in marketplace mounting, there is increased interest in risk-managed strategies among the professional advisor and institutional money manager communities.
