Managing Expectations for the DRS during Drawdowns
By Marc Odo, Swan Global Investments In the midst of a bull market, investors tend to forget that markets can and do sell…
Author Marc Odo, Swan Global Investments
Seeking a Sustainable Downside Protection Strategy
By Marc Odo, Swan Global Investments Options-based strategies have been growing rapidly over the last decade, both in terms of available solutions as…
Setting an Appropriate Target for Returns
By Marc Odo, Swan Global Investments One of the most frequent questions we receive at Swan Global Investments is, “What is the appropriate benchmark…
Zephyr K-Ratio: Measure Wealth Creation Consistency
By Marc Odo, Swan Global Investments The objective of this ongoing educational series of blog posts is to sort through, explain, and organize…
Do Low Volatility Strategies Have Anything New to Offer?
By Marc Odo, Swan Global Investments Strategy Comparison Series One of the new strategies attracting attention and assets these days is “low volatility”…
Making Sense Out of Upside/Downside Capture Metrics
By Marc Odo, Swan Global Investments It can be discouraging when an active manager’s short-term up capture isn’t on par with their long-term…
Equal Weight Advantages Over Cap Weight
By Marc Odo, Swan Global Investments As many people know, the Swan Global Defined Risk Strategy is composed of three primary elements: the…
An Equal Weight Approach to ETF Investing
By Marc Odo, Swan Global Investments In a recent blog post, we made the case for equally weighting the various SPDR sector ETFs to gain our…
Waiting Can Cost You: The Importance of Remaining Always Invested
By Marc Odo, Swan Global Investments Everyone is familiar with the concept of “fashionably late”: intentionally arriving late to an event in order…
Changing the Game in Emerging Markets Investing
By Marc Odo, Swan Global Investments Investing in a Volatile Asset Class In a world of low yields and sluggish growth in most of…
Capturing the American Dynamism in US Small Cap Equity ETFs
By Marc Odo, Swan Global Investments Early Mover Advantage in Small Cap Equities “Families are always rising and falling in America.” – Nathaniel Hawthorne, The…
Applying a Defined Risk Strategy to Foreign Developed Markets ETFs
By Marc Odo, Swan Global Investments Let’s turn back the calendar a year and remember where we were in summer 2016. Great Britain made…
The Impact of Volatility on Investment Returns
By Marc Odo, Swan Global Investments In a previous blog post, “The Importance of Avoiding Large Losses,” we discussed the impacts of large…
ETF Managed Portfolios to Help Advisors Better Manage Risks
Exchange traded fund strategists behind the growing group of ETF managed portfolios in the separate accounts space may help financial advisors better…