Content type: White paper

25.09.2018

Managing Expectations

Better understand the likely future performance of the Swan Defined Risk Strategy through analysis of various historical scenarios and market...

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...

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...

26.09.2016

The Retirement Conundrum: Untying the Gordian Knot

Examine how the individual components of the typical 60/40 portfolio and target date funds are ill-positioned to get investors 'to...

25.09.2016

Diversifying with the Defined Risk Strategy

By now the arguments for and against picking stocks and indexing are well documented. At Swan Global Investments, our take...

16.06.2016

Defined Risk Strategy: A Goals-Based, Full Market Cycle Approach

Long-term investors will experience full market cycles, so what matters most is helping them navigating those cycles with the best...

07.06.2016

Math Matters: How Math Impacts Results

Investors often are unaware of the math that really drives investment results. This paper dives into the 4 main mathematical...