--- title: white paper optimizing asset allocation description: We believe that diversification alone is not enough to protect and grow clients' wealth over the long term. This white paper's goal is to show how hedged equity can be superior to traditional asset allocation or help enhance it. --- [![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 # Optimizing Asset Allocation ## Seeking portfolio optimization with hedged equity   We believe that diversification alone is not enough to protect and grow clients' wealth over the long term. This white paper's goal is to show how hedged equity can be superior to traditional asset allocation or help enhance it.    This study highlights 13 popular, well-known asset allocation strategies and illustrates how an allocation to a hedged equity strategy, like the Defined Risk Strategy, could offer favorable absolute and risk adjusted returns.    ![Asset Allocation - horiz spread](https://content.swanglobalinvestments.com/hubfs/WhitePapers/White%20Paper%20Image/Asset%20Allocation%20-%20horiz%20spread.jpg "Asset Allocation - horiz spread") **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