PORTFOLIO CONSTRUCTION TOOL
SIMON Spectrum
MEET SIMON SPECTRUM
A new tool for the forward-thinking advisor
Powered by SIMON Spectrum, a multi-dimensional evaluation framework, this tool will help advisors explore asset allocation possibilities for their clients and support better informed conversations.

BUILD RESILIENT PORTFOLIOS
Adaptability is key to staying ahead in an evolving investment landscape
SIMON Spectrum makes it easier for advisors to:
Visualize how well an investor’s objectives align with portfolio holdings
Analyze investment opportunities
Explore the impact of risk-managed and alternative solutions

MULTI-DIMENSIONAL FRAMEWORK
Gain a new window into alternative solutions by independently exploring:
Protection - How principal is exposed to risk
Upside - The opportunities for gains
Liquidity - How long principal is committed
Simplicity - How simple or complex features are
History - How much we know about past underlier performance

DYNAMIC TOOL FOR PORTFOLIO CONSTRUCTION
Technology built to give advisors an edge
SIMON Spectrum powers the analytics that:
Layer investor profiles and goals with the current state of a portfolio
Explore dimensions and visualize opportunity
Show how risk managed products might fit in for closer alignment between a client’s objectives and portfolio
