Swan Videos

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Top Concerns for Advisor & Investors

Jamie Atkinson, Head of Distribution and Marc Odo, CFA®, CAIA®, CIPM®, CFP®, Client Portfolio Manager of Swan Global Investment, identify and discuss solutions for the top concerns of both advisors and investors in a low-yield world.

What Makes the DRS Different?

Learn what makes the Defined Risk Strategy different from other options-based strategies, from the strategy’s construction to the distinct Always Invested, Always Hedged approach.

Popular Videos

Investing Redefined®

The investing landscape has been redefined, so the way we invest should too. Learn how the Defined Risk Strategy seeks to redefine the risk/reward of long-term equity investing.

Rolling vs. Trailing: Redefining Performance Measurement

See how focusing on longer-term rolling returns, instead of shorter-term trailing returns, is more helpful in determining the consistency of an investment over various market conditions and provide investors with a better indicator of where they may end up versus where they’ve been.

Swan Defined Risk Strategy: Overview - Randy Swan, Founder, CEO, Lead PM

Randy Swan discusses how the Defined Risk Strategy is designed to address the investment challenges of today and tomorrow.

The Dual Dilemma for Investors - Sean McCaffrey, Swan Global Investments

Sean McCaffrey, Managing Director at Swan Global Investments, outlines the Dual Dilemma investors face with equities near all-time highs and yields near all-time lows, the impacts of that dilemma on the traditional 60/40 portfolio, and makes the case for why a hedged equity approach, like the Defined Risk Strategy, may help address this Dual Dilemma.

The Pain Index - Redefining Risk Management

While the industry tends to measure investment risk using standard deviation, investors think of risk in terms of loss, or pain. See how the Pain Index may serve as a better measure of risk and help investors and advisors align their perspectives.

Why Invest in the DRS Now?

After more than a decade of market advancement, investors and advisors are becoming increasingly concerned about valuations and the eventuality of a recession. We offer some benefits of leveraging our hedged equity strategy to de-risk portfolios while remaining invested.

Why Investors Should Care About Global Debt - Intro

Ian Bremmer, President and Founder of Eurasia Group and Marc Odo, Client Portfolio Manager of Swan Global Investments, discuss the looming challenges on the horizon for investors brought about by ever-rising global debt.

Addressing Behavioral Finance Challenges - Sean McCaffrey, Swan Global Investments

Sean McCaffrey, Managing Director at Swan Global Investments, discusses how investor emotion often dictates their investing behavior, usually to their detriment, and therefore strategies that can smooth returns and protect capital can help in turn smooth emotions to help improve investor outcomes.

The Target Return Band - Benchmarking the Swan Defined Risk Strategy

The Defined Risk Strategy (DRS) is distinct—traditional investment classifications don’t fit and standard indices are not ideal benchmarks. We believe the best way to evaluate Swan DRS performance is through the prism of the Target Return Band.

Using Core Sectors to Define and Manage Risk - Randy Swan - S&P Dow Jones Indices

Randy Swan, Founder, CEO and Lead Portfolio Manager of Swan Global Investments sits with host Shaun Wurzbach of S&P Dow Jones Indices to discuss how the Defined Risk Strategy distinctly utilizes core sectors in tandem with options strategies to define and manage risk in a portoflio.

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