If there's something we have realized from 2020, it is that market threat can strike shortly and dr
If there’s something we have realized from 2020, it is that market threat can strike shortly and dramatically. An efficient risk-managed technique may also help a diversified funding portfolio higher adapt to fast turns out there. However how are you going to keep invested whereas mitigating threat of the unknowns?
Within the upcoming webcast, Cut back Market Draw back Threat with a New Method to Hedge Fairness Portfolios, Marc Odo, Consumer Portfolio Supervisor, Swan World Investments; and Jamie Atkinson, Managing Director, Head of World Gross sales, Swan World Investments, will define how incorporating hedged fairness right into a portfolio could assist your purchasers mitigate tail threat whereas in search of upside market participation.
Particularly, the just lately launched Swan Hedged Fairness U.S. Massive-Cap ETF (HEGD) goals to handle long run traders’ want for capital appreciation whereas hedging in opposition to the dangers and volatility related to at present’s usually unsteady markets. This differentiated answer combines the advantages of the low-cost ETF funding construction with an actively managed hedging technique.
The fund is anchored by Swan’s proprietary Outlined Threat Technique (DRS), a time-tested, disciplined method that makes use of hedged fairness and options-based methods in search of to assist traders develop their capital whereas mitigating draw back threat. HEGD pairs the advantages of ETFs with actively managed choices methods, probably leading to a much less unstable funding expertise and extra constant returns.
The Swan Hedged Fairness U.S. Massive-Cap ETF gives a definite mix of passive investing and energetic threat administration. The ETF is at all times in search of to take part in S&P 500 returns by way of S&P 500 fairness ETFs. Moreover, it’s at all times hedged in opposition to market threat by way of long-term put choices bought at or near-the-money. Traders can achieve publicity to the revolutionary method from a frontrunner in hedged fairness since 1997.
Monetary advisors who’re taken with studying extra about threat administration methods can register for the Thursday, January 14 webcast right here.
Learn extra on ETFtrends.com.
The views and opinions expressed herein are the views and opinions of the creator and don’t essentially replicate these of Nasdaq, Inc.