Tag: white-paper

Tag: white-paper


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...


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...


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...


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...