Learning to Hedge to Improve the Modern Portfolio

The challenges in a low-yield world are clear. What are advisors doing about it? And where does hedge equity come into play? 

Let’s talk about a proven hedged equity approach, how it fits into the current landscape and why it can help you better serve your clients.

During this on-demand webinar, “Learning to Hedge to Improve the Modern Portfolio,” you’ll learn more about:

  • Current challenges that advisors face in portfolio construction
  • Asset allocation and alternative investments
  • Where hedge equity fits into the picture in the current landscape
  • Swan’s hedge equity strategy and offerings

Leading the conversation are Carson’s Director of Retirement Research Jamie Hopkins and two Rob Swan, portfolio manager and chief operating officer, and Marc Odo, client portfolio manager, both of Swan Global Investments.

Fill out the form to watch the webinar at your convenience.