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title: Request Portfolio Impact Analysis- Active Options Strategies for Active Markets - Swan Global Investments
---

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# Request a Free Portfolio Impact Analysis

 

## Active Options Strategies for Active Markets

 

 Schedule your

## See How ACTIVE Options Strategies Can Help Portfolio Weather ACTIVE Markets

**FOR FINANCIAL PROFESSIONAL USE ONLY**

**Let our team provide a FREE portfolio analysis of how may improve portfolio risk/return metrics.**

**See the benefits of Implementing Hedged Equity in Your Client Portfolios.**

Step 1: Complete this short request form.

Step 2: Objectives Meeting (Typically 10-15 minutes)

Our advisor consultants will set a time for a virtual meeting to discuss your current model(s), strategic allocations or risk-targeting criteria, associated client goals and objectives such as:

- Lower overall portfolio beta and volatility
- Minimize max drawdown risk
- Mitigate risks in specific asset classes

Step 3: Share Model Portfolio Holdings

 

**That's it.  You will then receive your impact analysis report!**

 This report will simulate the impact of substituting appropriate allocations, based on your expressed objectives, with our hedged equity strategies. (Example: 10%, 15%, 30% allocations to hedged equity)

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