Leverage the power of the Risk Number® to set expectations with clients, document your fiduciary approach, and grow your business.
Tap into sophisticated analytics at the security, account, and portfolio level to craft the perfect investment strategies for your clients.
Let Riskalyze monitor your client accounts so you can focus on making great decisions when something needs your attention.
Give home offices and compliance offers the tools they need to standardize their business around the common language of risk.
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 and methodologies at no cost, drop them right into your account, and make them your own with just a few clicks.
With advisors managing billions in AUM through Riskalyze Trading, we’re pleased to highlight a way to access both risk and trading functionality for free. Our NPF list comprises nearly 200 hand-picked funds, including those from Redwood Investment Management in the Partner Store.
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.
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 Global Investments is an asset management firm that designed and manages the Defined Risk Strategy (DRS), with over $4.34 billion in assets under management (as of May 31, 2017). Launched in 1997, the Defined Risk Strategy is a rules-based, hedged equity solution designed to provide more stable, consistent returns with reduced volatility than equities, similar to a balanced portfolio. This proprietary strategy is available in Mutual Funds, Separately Managed Accounts, custom DRS Overlays on existing equity portfolios, and a Retirement Plan/ Collective Investment Trust (CIT) offering. Swan’s expanding portfolio of innovative investment offerings is managed out of Durango, CO with affiliated offices in Tampa and Puerto Rico. For more information, please visit swanglobalinvestments.com or call 970-382-8901
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