Market Perspective
  •  12/14/2020

What We Learned from $17bn Across 13,000+ CUSIPs in 2020


Curious how structured investments were used for risk-management this year? We analyzed 13,000+ CUSIPs on SIMON to bring the financial professionals on our platform a closer look at the products used in 2020 to manage the market downturn and subsequent market rally.

If you are a financial professional with access to SIMON, you can read our Structured Investments Year End Review by clicking here to login or logging in via your firm’s respective SSO portal.  Need help logging in?  Contact

Don’t have access to the SIMON platform but want to learn more? Discover additional resources:

  • Structured investments weathered market volatility during Q1 2020 reasonably well, largely outperforming their reference assets through risk-management features. Read more in our March 23rd Market Analysis: A Powerful Story for Structured Investments.
  • Unsure how to Maintain Equity Exposure in Uncertain Times? Missing even a few of the 30 best-performing days over a 15-year period can deliver an expensive setback—explore your options and learn about the key benefits and considerations of SI solutions with our library of articles and videos posted on
  • Follow us on LinkedIn for the latest resources, as they’re announced. If you’re a financial advisor, click Connect with Us above to request a demo of the SIMON platform, and if you’re an investor, ask your financial advisor about SIMON.

Say any time with questions or feedback. With tools and analytics to help manage portfolio risk with confidence, SIMON helps advisors stay informed on risk-managed solutions, so they can stay focused on their clients.

©2020 SIMON Markets LLC. All Rights Reserved. | 2020.12
Views expressed only represent the current views of the author as of the date appearing on this material, and are not those of SIMON Markets LLC, unless otherwise expressly noted. This is not intended to be an offer or solicitation to purchase or sell any security or to employ a specific investment strategy. The market scenario analysis and other information regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and do not guarantee future results. Results are generated with the benefit of hindsight through the retroactive application of certain parameters and assumptions. Before investing in any product, you should review the prospectus or other offering documents, which contain important information, including the product’s investment objectives or goals, its strategies for achieving those goals, the principal risks of investing in the product, the product’s fees and expenses, and its past performance. Securities products and services offered by SIMON Markets LLC, a broker-dealer registered with the U.S. Securities and Exchange Commission, a member of FINRA / SIPC. Annuities and insurance services provided by SIMON Annuities and Insurance Services LLC. Please visit for complete disclosures, including terms of use and privacy policy.

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