Swan Overlays

Enhance portfolios with our customized Defined Risk Overlays to meet client objectives tailored to their risk profile.

Swan Hedged Equity Overlays are designed to mitigate risk in client portfolios against large drawdowns, while seeking enhanced portfolio returns over full market cycles.

As overlay managers, we can customize overlay solutions, utilizing various hedging and options strategies based on client portfolios and investment objectives.

Investors may use their own underlying equity portfolios and may choose from customized hedging and income strategies.

Benefits of Swan Overlays

  • Mitigate impact of large market drawdowns.
  • Manage volatility in underlying portfolios.
  • Customize hedge to desired risk/return targets.
  • Hedge concentrated positions.
  • Enhance overall portfolio returns.

Competitive Advantages of the Swan Defined Risk Approach to Overlays

Track Record

Demonstrated performance through multiple bear markets. 

Management

Actively managed seeking to optimize return and minimize losses.

Strategy

Sophisticated design for an investor's best interest, customized to individual return objectives and risk tolerance.

Swan Overlay Offerings

Swan Hedged Equity Overlays are designed for client portfolios built on the following core asset classes:

  • U.S. Large Cap Equity
  • U.S. Small Cap Equity
  • Foreign Developed Equity
  • Emerging Markets Equity
  • Fixed Income
  • Gold

Swan Custom Overlays are also suited for:

  • Multi-Asset Portfolios
  • Concentrated Stock
  • Tax-Managed Transitions

 

Download the Swan Overlays Brochure Here