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.

A Laptop showing two Spectrum Scores
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

Read Case Study (PDF)
Pages from the SIMON Spectrum case study
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

A Spider Chart showing the five dimensions
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

A Laptop showing Client Investment Profile
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