Content type: Insight post

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

Greek Lessons: Gamma Explained

Even though Gamma does not directly measure changes in option values for changes in underlying prices, it is still an...

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...

18.04.2017

Greek Lessons: Rho Explained

An option’s sensitivity to changes in interest rates is known as “rho,” which is one of the Greeks used to...

19.01.2017

Market Forecasts and the Value of Predictions

Every year experts rush to publish market forecasts. But how accurate are these predictions? See how reliable market forecasts are,...

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...

15.10.2016

The Elephant in the Room: Systematic Risk

Virtually every portfolio manager claims to invest in a risk-controlled manner. However, investors looking at their monthly statements during the...

27.09.2016

Volatility Drag

If bear markets can be described as a rare but catastrophic flood for a portfolio, then everyday volatility drag can...