04.06.2018

The Target Return Band

What Return Are You Targeting? Are you focused on a 1yr, 3yr, 5yr return versus some benchmark? Is that best...

02.11.2017

How Smart Is Smart Beta?

How Smart Is Smart Beta? Download Here Exploring the Evolution of Smart Beta In a recent blog post, we made...

26.10.2017

Active vs Passive — Losing the Forest for the Trees

The active vs. passive debate rages on, but at Swan Global Investments, our take is a bit different. Active or...

12.10.2017

Walking the Line: Linear Regressions of Active vs Passive Funds

How Smart Is Smart Beta? Download Here Exploring the Evolution of Smart Beta In a recent blog post, we made...

21.09.2017

Waiting to Invest Can Cost You: The Importance of Remaining Always Invested

17.08.2017

Defining Risk in Foreign Developed Markets

As the World Turns: Applying a Defined Risk Strategy to Foreign Developed Markets ETFs Download PDF The World Spins Madly...

18.07.2017

Active or Passive? It Doesn’t Matter.

The debate over Active vs. Passive investment management has been raging for some time, but does it miss the point?...

26.05.2017

The Defined Risk Solution as a Core Equity Solution

This post continues the ‘Where the DRS Fits’ series, exploring how the Swan DRS can serve as a total portfolio...

20.02.2017

Where Does Hedged Equity Fit?

Analyzing the roles a hedged equity strategy, like the Swan Defined Risk Strategy, can serve in a portfolio to suit...

01.12.2016

The Importance of Distribution of Returns

When Normal isn’t Good. Do you really want to achieve ‘market returns’? Actual market returns over time often do not...