Defining Risk – Enhancing Portfolios

The risks to capital in equities and fixed income have rarely been higher with rates so low and stock valuations so high.


Stable returns, portfolio resiliency and sustainable income are of premium concern, yet reliable, long-term solutions seem scarce.



We intimately understand these challenges.


The Defined Risk Strategy is a distinct, time-tested global hedged equity investment approach utilized by a range of institutional investors across several different structures and asset classes.

Swan Global Investments has since 1997 been pioneering options and hedging overlay strategies to address the specific portfolio risks and investment landscape challenges that impact portfolio resiliency, spending and obligation fulfillment and long-term asset growth.

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