SWAN Profile
The Amplify BlackSwan Growth & Treasury Core ETF (SWAN) is an innovative exchange-traded fund designed to provide a unique blend of growth and risk mitigation. Launched on November 6, 2018, and issued by Amplify Investments, SWAN is based on the S-Network BlackSwan Core index. The fund’s strategy involves tracking an index composed of long-dated options on the S&P 500 ETF (SPY) combined with U.S. Treasuries that average a 10-year maturity. This dual-focused approach aims to offer investors equity market participation while providing a hedge against significant market downturns.
SWAN’s investment methodology integrates equity exposure through options on the S&P 500 ETF, which allows for potential growth during bullish market conditions. At the same time, a substantial allocation to U.S. Treasuries provides a safety net, offering stability and income during periods of market volatility. This structure is designed to mitigate the impact of "black swan" events, rare and unpredictable occurrences that can lead to severe market disruptions, thereby protecting investors' capital.
Amplify Investments, the issuer of SWAN, is known for its commitment to delivering innovative and adaptive investment solutions. The firm leverages its expertise to create ETFs that address specific investor needs, focusing on unique strategies that combine growth potential with risk management. By employing a sophisticated investment framework, Amplify aims to provide products that offer both robust performance in rising markets and resilience during downturns, ensuring a balanced approach to wealth creation and preservation.
The Amplify BlackSwan Growth & Treasury Core ETF is traded on major exchanges, offering investors high liquidity and transparency. This accessibility makes SWAN an appealing choice for a broad range of investors seeking to balance growth and safety in their portfolios. Through rigorous research and active management, Amplify Investments ensures that SWAN remains well-positioned to adapt to changing market conditions, maintaining its relevance as a strategic component of a diversified investment portfolio.
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