Why Swan?
Strategy

Fact Sheets & Performance

Investment Philosophy

Process

Investing Redefined®

What is Hedged Equity?

Defining 'Defined Risk'

Always Invested, Always Hedged

Hedge for Both Tails
Investment Solutions

By Investor Type

Advisor

Institution

Options-Based Hedged Equity Mutual Funds

The Defined Risk Suite of Funds seeks to address common investor concerns such as protecting capital and consistent returns over market cycles.

LEARN MORE

Options-Based Hedged Equity ETFs

Our distinct, time-tested strategies are available in ETFs, providing investors with options to manage risk and options to generate income.

LEARN MORE

Options-Based Separately Managed Accounts (SMAs)

The Swan SMAs offer qualified investors some ability to tailor options-based strategies across a range of asset classes. Some investment minimums apply.

LEARN MORE
Resources
Research Articles

Addressing the Behavior in Finance

Fact Sheet & Performance

It’s All About Outcomes

Swan Videos

Swan Webcasts

Investor Knowledge Center

What is Hedged Equity?

Hedge for Both Tails (Risks)

Why Avoiding Big Losses Matters

Keep Calm and Hedge

Investor Brochure

Investing Redefined - Book
Insights Blog
About Swan

About Swan

Our Founder’s Message

Swan Team
Contact

Welcome to the Swan site for

To reach a different Swan site directly, please update your user type

Why Swan?
Strategy

Fact Sheets & Performance

Investment Philosophy

Process

Investing Redefined®

What is Hedged Equity?

Defining 'Defined Risk'

Always Invested, Always Hedged

Hedge for Both Tails
Investment Solutions

By Investor Type

Advisor

Institution

Options-Based Hedged Equity Mutual Funds

The Defined Risk Suite of Funds seeks to address common investor concerns such as protecting capital and consistent returns over market cycles.

LEARN MORE

Options-Based Hedged Equity ETFs

Our distinct, time-tested strategies are available in ETFs, providing investors with options to manage risk and options to generate income.

LEARN MORE

Options-Based Separately Managed Accounts (SMAs)

The Swan SMAs offer qualified investors some ability to tailor options-based strategies across a range of asset classes. Some investment minimums apply.

LEARN MORE
Resources
Research Articles

Addressing the Behavior in Finance

Fact Sheet & Performance

It’s All About Outcomes

Swan Videos

Swan Webcasts

Investor Knowledge Center

What is Hedged Equity?

Hedge for Both Tails (Risks)

Why Avoiding Big Losses Matters

Keep Calm and Hedge

Investor Brochure

Investing Redefined - Book
Insights Blog
About Swan

About Swan

Our Founder’s Message

Swan Team
Contact

Contact Swan Global Investments

Contact Form

Direct investors with previous relationships with Swan, not mutual fund investors, may call 866.617.7926 (SWAN) for more information.