Smoothing Returns: The Importance of Hedged...
Randy Swan, Founder and Lead Portfolio Manager of Swan Global Investments, describes some of the benefits of investing in a hedged equity portfolio. He adds that one of the worst things an investor can do on the upside or downside is to act emotionally. Hedged equity may calm a volatile market experience for your clients. See it for yourself here.
Preparing for the Long-Term: Downside...
Randy Swan, Founder and Lead Portfolio Manager of Swan Global Investments, examines sequencing risk for retirees and how to structure market returns and eliminating risks by hedging through options. To learn more about how sequencing risk can affect your clients in retirement, read our blog post here.
The Traditional 60/40 Portfolio is Broken
Randy Swan, Founder and Lead Portfolio Manager of Swan Global Investments, weighs in on the broken model of the traditional 60/40 portfolio and offers a multi-asset hedged approach to portfolio management. To learn more about a strategy that seeks to strengthen the 60/40 portfolio, read our white paper here.
Hedging Portfolio Risk – Prudent Now and...
Randy Swan, Founder and Lead Portfolio Manager of Swan Global Investments, and the creator of the proprietary Defined Risk Strategy (DRS) offers insight into its approach to managing risk. Hedging portfolio risk is essential for managing risk effectively. Learn why here.
Intro: Why Investors Should Care About...
Much of the the global and the US domestic environment demonstrate uncertainty. Marc Odo, Client Portfolio Manager of Swan Global sits down to discuss the areas which are most concerning in this unstable space.
Why Investors Should Care About Global Debt
Ian Bremmer, President and Founder of Eurasia Group and Marc Odo, Client Portfolio Manager of Swan Global Investments, discuss the looming challenges on the horizon for investors brought about by ever rising global debt.
The Pain Index — Redefining Risk Measurement
Marc Odo, global client portfolio manager at Swan Global, explains the limitations of risk measurements typically used by the market. He describes the ‘pain index,’ which goes farther than standard deviation calculations based on market volatility alone in showing the depth, duration and frequency of investor losses.
Rolling vs. Trailing Returns — Redefining...
Investors tend to overly emphasize short-term returns rather than focusing on consistent results over the long-run, says Marc Odo, a Swan Global client portfolio manager. He says investors should redefine how they look at investing — through a long-term lens.
Using Hedging Strategies to Counteract...
Swan Global Client Portfolio Manager Marc Odo explains how the firm addresses market risks with a hedging strategy to minimize losses. He says Swan Global is mindful the biggest risk to investors is a large market drop, and the firm takes steps to avoid that devastation to an investor’s financial plan.
Swan Global’s Defined Risk Strategy
Swan Global Client Portfolio Manager Marc Odo defines the firm’s perspective on creating an investor portfolio that manages downside risks. He says investors should seek to protect their capital by always being hedged against market events.
Measuring Swan Global’s Performance
Swan Global measures its performance against a target return band — a range of expected return values that takes into account historical outcomes and hedging puts the firm has on, according to Marc Odo, client portfolio manager. He says the strategy’s aim is to deliver consistent annual returns and avoid big losses along the way.
Always Invested and Hedged at Swan Global
Marc Odo, client portfolio manager at Swan Global, describes the firm’s strategy of always being invested and always being hedged in order to reap gains for investors while protecting them against loss. Odo says Swan Global uses longer-dated put options to avoid duress, and always protects the full notional value of the portfolio at all times.