SIMON Markets is a fintech company building a global marketplace for financial advisors to access alternative investments.

SIMON Markets Portfolio Optimizer

Traditional investment wisdom has long favored a 60/40 portfolio as the gold standard of steady growth, yet the emergence of alternative assets is challenging this paradigm. Spectrum, the company's flagship analytics product, aims to assist advisors in integrating alternatives into their clients’ portfolios. In my role as design lead for this vertical, I spearheaded numerous projects aimed at enhancing the service, including expanding analysis capabilities to accommodate additional product recommendations, facilitating the upload of real portfolio data, and scaling the service across the platform.