SIMON Spectrum

Reimagine how investments are classified within portfolio construction by broadening the dimensions measured for more informed, confident decisions.

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

A Spider Chart showing the five dimensions

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.
A Laptop showing two Spectrum Scores
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