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Swan Global Investments launches structured outcome strategies for investors seeking improved predictability in returns


Swan Global Investments (Swan), a specialised asset management firm with a 20-year track record at the forefront of hedged equity solutions, has launched its Structured Outcome Strategies, or SOS Shield, a series of separately managed accounts (SMAs) which seeks to address the uncertainty and volatility associated with equity investing.With yields so low, investors are increasingly turning to equities to provide returns to their portfolios. Due to this, demand has been steadily rising for risk-managed strategies that allow investors to place capital in the equity markets while still mitigating downside risk. Unlike traditional products, options-based risk-strategies address the need for growth and risk management – especially as investors continue to face unprecedented uncertainty brought on by the Covid-19 pandemic.

In response to this growing demand, Swan launched its options-based SOS Shield series in a SMA format to offer personalisation and liquidity at a reduced cost. The SOS Shield series is available at Envestnet and other major custodians and platforms.
“As a trusted leader in options-based strategies and global hedged equity for over two decades, Swan Global Investments has always been committed to helping advisors provide their clients with the investment strategies needed to grow and preserve their wealth,” says Randy Swan, Founder and Lead Portfolio Manager of Swan Global Investments. “The introduction of our SOS Shield series is a continuation of that mission, and directly addresses the need to mitigate losses and reduce volatility so investors can remain on course to achieving their goals despite the unpredictable nature of the markets.”
The portfolio seeks to provide a structured range of investment outcomes over a specified time period by combining three components: equity exposure, downside shield and an upside cap. The SOS Shield offers a distinct blend of S&P 500 price exposure and downside shield combinations, and is available in three variations: Conservative, Moderate and FLEX. Each variation utilises different options-strategies that offer a tailored approach to the investor’s unique objectives and risk tolerance.

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