New Risk Metrics for a New World

There was an increased demand for alternative investments with low correlations after the 2007-09 financial crisis. With that came unclear direction with how to measure an alternative fund's performance and risk.

If an alternative fund is supposed to behave differently than the market, then does comparing it to the S&P 500 index make much sense?

We propose that alternative funds should be measured and compared with different risk and performance metrics that will reveal whether an they are doing the job they're supposed to be doing. 

 

Swan Global Investments

1099 Main Avenue | Suite 206 | Durango, CO 81301 | 970.382.8901


SWAN Global Investments is a SEC registered investment advisor providing asset management services utilizing the Swan Defined Risk Strategy, allowing our clients to grow wealth while protecting capital. Please note that registration of the Advisor does not imply a certain level of skill or training. Swan Global Investments, LLC is affiliated with Swan Capital Management, LLC, Swan Global Management, LLC and Swan Wealth Management, LLC.

Disclosure notice and privacy policy.