Asset class: Multi-Asset

09.03.2020

The Retirement Multiplier Effect

The Retirement Multiplier Effect Download PDF In two previous blog posts, we discussed the impact of “curveballs” on retirement planning....

01.03.2020

Pain Index - Better Measure of Risk

At Swan Global Investments, we use the Pain Index to measure risk. We're seeking to redefine the conversation about risk...

13.02.2020

How to Address Recency Bias with Clients

When investors place greater importance on newer information and discount the value of older information, it can lead to poor...

02.02.2020

Taking the Long View

The risk to both retail and professional investors is tinkering and tweaking portfolios in response to short-term “noise” and recent...

01.02.2020

The Math Behind Investment Success

Investor eBook: Four math principles for successful goals-based investing. Markets may be driven by fear and greed, but your results...

23.01.2020

Hope for the Best, Prepare for the Worst

Hope is not a strategy. Being prepared starts with understanding black swan events and bear markets, as well as, avoiding...

12.11.2019

The Importance of Avoiding Big Losses

The Best Way to Make Money, Is to Not Lose It — This post examines the claim that minimizing losses...

28.05.2019

Investing Redefined: A Proven Investment Approach for a Changing World

Swan Global Investments - Company brochure providing an overview of our unique, proven goals-based philosophy and strategy.

26.05.2019

Examining Effectiveness of Target Date Funds

Examining Effectiveness of Target Date Funds Download PDF Easy Does It or Easy Doesn’t Do It? It’s fair to say...

28.03.2019

Harnessing the Power of the Rule of 72

If an investment can consistently return 7.2% rate of return, investors may not need to chase returns in riskier investments...