Swan Global Investments

Swan Global Investments is a financial services company founded in 1997, headquartered in the United States, with a slogan of "Define Risk, Improve Outcomes - Investing Redefined®." The company has a distinct hedged equity investment approach aimed at redefining investing by combining passive equity investment with active risk management. This strategy directly addresses the significant threat long-term investors face: market risk. Swan Global Investments is a leader in hedged equity and options-based strategies, providing goals-based investment solutions built on a time-tested "Always Invested, Always Hedged" philosophy. Their Defined Risk Strategy is a time-tested, hedged equity approach seeking consistent long-term returns by combining the benefits of passive investing with active risk management to mitigate risks to irreplaceable capital. The company manages $2.7B in assets (as of 1/31/22) and has received a $23.00M Private Equity Round investment from FTV Capital on 24 March 2015. Their extensive research and thought leadership cover a range of topics including the use of options-based strategies, portfolio construction and optimization, portfolio overlay strategies, and more. For more information, visit their website at swanglobalinvestments.com.