Structured product performance analysis tool launched for advisers

UKSPA has launched Portfolio Optimiser, which allows users to input data from current portfolios and calculate how they would have performed if they included structured products, or how they are likely to perform in future with these products included.

UKSPA chairman Zak de Mariveles said the online tool, which took a year to develop, would be free for advisers and was independently verified.

"It is offering them something that they've never had before, which is the ability to take a real world client's portfolio of funds and then decide how much of that product I might want within an overall portfolio and then analyse it," he said.

"It will produce an independently created report that actually shows historically, how would my clients portfolio have behaved had I held that structure product, and arguably more importantly, how can I expect my portfolio to behave going forward If I were to hold that."

Mariveles said while many applications existed to analyse portfolios made up of funds, ETFs, Portfolio Optimiser was a missing link of product analysis for advisers.

"This really plugs the gaps of those across the spectrum where they might not have these kind of tools, especially with the ease of being able to select any product that's available, public offering the market at the moment or generate your own product," he added.

Mariveles also said advisers' reluctance to recommend structured products to their clients was "yesterday's news" and concerns about their suitability had diminished.

He continued: "Almost 10 years past when there are a lot of things that were of concern across the whole investment space, but very much around the product governance, understanding. One of the concerns for advisers has always been, are these products appropriate for me to be selling to retail and are they transparent enough.

"The structured product industry has been on a journey where all those issues have been addressed. In main through regulation and through the structured product industry itself."

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• Topics
• Structured Products
• Zak de Mariveles
• Strucutred Products