--- title: New Risk Metrics for a New World White Paper description: Explore risk metrics that can be used to measure the effectiveness of strategies that are fundamentally different than a capital market index. --- [![Swan Global Investments - Defined Risk Strategy - Hedged Equity](https://content.swanglobalinvestments.com/hs-fs/hubfs/Logo_Grey_595959_Horizontal.png?width=800&height=200&name=Logo_Grey_595959_Horizontal.png "Swan Global Investments - Defined Risk Strategy - Hedged Equity")](https://content.swanglobalinvestments.com/swanglobalinvestments.com) ### white paper # New Risk Metrics for a New World ## Measuring risk and return for alternative investments #### Are you using the right risk metrics for you alternative funds? There was an increased demand for alternative investments with low correlations after the 2007-09 financial crisis. With that came unclear direction with how to measure an alternative fund's performance and risk. If an alternative fund is supposed to behave differently than the market, then does comparing it to the S&P 500 index make much sense? There are a handful of little known risk metrics that can be very helpful in assessing investment choices, especially those involving alternative funds. This white paper explores these risk metrics and how they can be used to measure the effectiveness of strategies that are fundamentally different than a capital market index.     ![Marc Odo - Swan Global Investments - 160x170](https://content.swanglobalinvestments.com/hs-fs/hubfs/Images/Marc%20Odo%20-%20Swan%20Global%20Investments%20-%20160x170.jpg?width=160&height=170&name=Marc%20Odo%20-%20Swan%20Global%20Investments%20-%20160x170.jpg) ### Marc Odo, CFA®, CAIA®, CIPM®, CFP® ##### Client Portfolio Manager Marc is responsible for helping clients and prospects gain a detailed understanding of Swan’s Defined Risk Strategy, including how it fits into an overall investment strategy. His responsibilities also include producing most of Swan’s thought leadership content. **Fill out the form to download the white paper.** # About Us A leader in hedged equity and options strategies, Swan Global Investments is an SEC-registered investment advisor providing asset management services. Since 1997, Swan Global Investments has managed the Defined Risk Strategy, a distinct hedged equity approach, helping investors to grow wealth while protecting capital. Please note that registration of the Advisor does not imply a certain level of skill or training. Swan Global Investments, LLC is affiliated with Swan Capital Management, LLC, Swan Global Management, LLC and Swan Wealth Management, LLC. [Disclosure notice and privacy policy.](http://swanglobalinvestments.com/disclosures) #### Links - [Home](http://swanglobalinvestments.com/home/) - [About Swan](http://swanglobalinvestments.com/about-swan/) - [The Defined Risk Strategy](http://swanglobalinvestments.com/defined-risk-strategy/) - [Insights](http://swanglobalinvestments.com/insights/) #### Contact Us [sales@swanglobalinvestments.com](mailto:sales@swanglobalinvestments.com) 1099 Main Ave, Suite 206 Durango, CO 81301 Copyright 2021 | Swan Global Investments