Swan Models & Research Inside Riskalyze
If you have Riskalyze, you have the Partner Store, your one-stop collection of world-class models available right in your Riskalyze account. Tap into Swan’s models, drop them right into your account, and make them your own with just a few clicks.
FEATURED IN THE AWARD-WINNING PARTNER STORE
Riskalyze’s Partner Store gives thousands of firms access to the industry’s best strategies and research, and it was named “Best Model Marketplace” at WealthManagement.com’s annual industry awards event.
GET ALERTS WHEN STRATEGIES ARE UPDATED
Whenever Swan updates their models, you get real-time alerts. You can accept those changes, ignore them, or edit them to your heart’s content, and push those updates across your client accounts instantly.
REBRAND MODELS AND MAKE THEM YOUR OWN
Model subscriptions are designed to let your brand shine. Whether you’re directly following Swan strategies or you’ve customized them entirely, you can rename any model in Riskalyze to reflect your business.
Swan Research Model Portfolios
Swan Global Investments is dedicated to offering advisors differentiated risk-managed solutions. As a leader in hedged equity and options-based strategies since 1997, we offer investment solutions that address a range of investment objectives and risk tolerance levels, including mutual funds, ETFs, separately managed accounts, and custom overlays for portfolios or concentrated positions.
Global Hedged Equity Models
Diversified. Differentiated. Risk-Managed. Our time-tested ‘Always Invested, Always Hedged’ approach distinctly blends passive multi-asset equity index investing with active risk management to pursue capital appreciation while always mitigating market risk.
For more information, please visit swanglobalinvestments.com/advisor or call 970-382-8901.
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© 2023 Riskalyze, Inc. All Rights Reserved. Riskalyze and Risk Number are trademarks of Riskalyze, Inc. Riskalyze, Inc. is not a registered investment advisor or broker-dealer, does not make investment recommendations, nor facilitate the purchase or sale of securities. Advisors, firms, their custodians and/or broker dealers, agents or administrative assistants using Riskalyze technology certify that they hold the proper licenses and registrations to transact with and/or render advice to their clients.
Swan Disclaimer: Swan Global Investments is an SEC registered Investment Advisor that specializes in managing money using the proprietary Defined Risk Strategy (DRS). Please note that registration of the Advisor does not imply a certain level of skill or training. All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results and there can be no assurance that future performance will be comparable to past performance. This communication is informational only and is not a solicitation or investment advice. Further information may be obtained by contacting the company directly at 970-382-8901 or www.swanglobalinvestments.com.