As fairness markets get their mojo again and yields stay stubbornly low, traders are confronted with the twin problem of doing extra with much less. However this does not imply they need to miss out.
Within the upcoming webcast, Do not Lose Sleep! Hedged Fairness for a Restful Portfolio, Marc Odo, Shopper Portfolio Supervisor, Swan World Investments; and Jamie Atkinson, Managing Director – Head of World Gross sales, Swan World Investments, will look at present market dangers and description a hedged market technique that helps advisors keep totally invested with much less draw back danger.
Particularly, the lately launched Swan Hedged Fairness U.S. Massive-Cap ETF (HEGD) goals to deal with long-term traders’ want for capital appreciation whereas hedging in opposition to the dangers and volatility related to at present’s typically unsteady markets. This differentiated resolution combines the advantages of the low-cost ETF funding construction with an actively managed hedging technique.
“Fairness markets are inclined to go up over time, so we’re all the time invested,” in keeping with Swan Capital Administration. “Extreme losses can derail traders’ objectives, so we’re all the time hedged.”
The fund is anchored by Swan’s proprietary Outlined Threat Technique (DRS), a time-tested, disciplined strategy that makes use of hedged fairness and options-based methods looking for to assist traders develop their capital whereas mitigating draw back danger. HEGD pairs the advantages of ETFs with actively managed choices methods, doubtlessly 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 lively danger administration. The ETF is all the time looking for to take part in S&P 500 returns by way of S&P 500 fairness ETFs. Moreover, it’s all the time hedged in opposition to market danger by way of long-term put choices bought at or near-the-money.
Monetary advisors who’re taken with studying extra about methods to handle draw back danger can register for the Monday, April 26 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.