ALLOCATION ANALYSIS
SIMON Spectrum
Reimagine how investments are classified within portfolio construction by broadening the dimensions measured for more informed, confident decisions.
MULTI-DIMENSIONAL FRAMEWORK
Learn about risk-managed 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
FOR FINANCIAL PROFESSIONALS
From Your Challenge We Developed Our Solution
Assess Performance
Layer an investor’s profile and goals with the current state of a portfolio
Explore dimensions to understand and visualize opportunity
Discover how risk-managed products might fit in for closer alignment, starting with structured investments
Gauge the possibilities, fuel potential, and bring investors closer to their goals.
SIMON Spectrum is a multi-dimensional Portfolio Construction Tool made available to financial professionals, designed to evaluate how a generic Market Linked Growth Note, a type of structured investment, may or may not further align a hypothetical portfolio with certain investment objectives set by the financial professional. For more information on the SIMON Spectrum Methodology, please visit https://simon.io/spectrum/methodology.
Spectrum results are for informational purposes only and is not to be construed as a recommendation to buy or sell any security, financial product or instrument, or otherwise to participate in any particular trading strategy. SIMON Markets LLC does not make any representations that it has taken into account the investment objectives, financial situation, or means of any specific investor. Financial professionals and users of the SIMON Platform, not SIMON Markets LLC, have the sole responsibility for considering whether an investment is suitable for you.
STRUCTURED INVESTMENTS ARE CONSIDERED COMPLEX PRODUCTS AND MAY NOT BE SUITABLE FOR ALL INVESTORS. Other products and investments may be more suitable for you and may provide the same or greater returns with less risk. 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.