SUCCESS STORY
From Insight to Action: How Swan Global Investments and Nitrogen Empower Advisors
This case study discusses integrating Swan's portfolio models into Nitrogen's platform, showing how advisors can visualize real-time risk adjustments and present data-backed insights to clients. This partnership has led to a 15% growth in Swan's advisor network and improved adoption of their investment strategies.
Download PDFThe Challenge:
- Communicating risk and return effectively: With Swan has focused on solutions designed to protect portfolios while maintaining growth potential, how can they convey the benefits of these strategies in a way that resonates with advisors and their clients?
- A hedged equity strategy that gives confidence to advisors: What is the tangible effect of incorporating Swan’s strategies into client portfolios? How can financial professionals compare risk-adjusted returns in a clear and compelling way?
The Solution:
Swan Global integrated its portfolio models into the Nitrogen platform, allowing advisors to see the direct impact of adding Swan’s products to their strategy. Swan could now demonstrate real-time changes in Risk Numbers® and GPA Scores with portfolio adjustments, provide clear, data-backed insights through Nitrogen’s reports, and more!
Read how Nitrogen’s platform helped Swan Global Investments grow their advisor network by 15% and saw improved model adoption across client portfolios.
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