Swan Global Investments

Defined Risk Strategy

Who We Are

Leaders in Hedged Equity & Options Strategies Since 1997. Swan Global Investments launched the Defined Risk Strategy, a distinct hedged equity approach that addresses the fundamental challenge to long-term investors: market risk. Our time-tested, goals-based approach blends passive equity investing with active risk management, seeking to generate consistent long-term returns and preserve irreplaceable capital. By redefining how investors can manage risk, we are redefining investing in the modern and ever-changing investment landscape. Define risk. Improve outcomes. That’s Investing Redefined®.

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The Bleak Future of Bonds_SwanGlobal
Swan Global, Optimizing Asset Allocation

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