Where Hedged Equity Fits
White Paper

Where Does the DRS Fit in a Portfolio?

The Roles the Swan Defined Risk Strategy Can Serve in a Portfolio

The Defined Risk Strategy seeks to provide consistent, sustainable portfolio protection so investors can grow and protect their wealth to reach their financial goals. The strategy is unique in its ability to serve many roles within a portfolio to suit different client needs.

This white paper discusses the following:

  • How much DRS to add to a portfolio
  • How it can be a core equity or a total portfolio solution
  • How it can serve to preserve capital or provide income
  • How it can be an alternative investment
  • How it functions as a multi-asset class strategy