Structured product performance analysis tool launched for advisers

Free for advisers

clock • 2 min read

The UK Structured Products Association (UKSPA) has launched a tool in a bid to help advisers and wealth managers analyse how structured products would perform in client portfolios.

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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Structured Products

Exploring the options for downside protection in a bear market

Exploring the options for downside protection in a bear market

Making the case for diversification through structured products

David Wood
clock 04 January 2023 • 5 min read

Structured product returns fall in 2020 despite continued success

Almost three-quarters generated positive returns

David Brenchley
clock 26 January 2021 • 2 min read

Nick Johal: Four risks associated with structured products?

‘Too good to be true?’

Nick Johal
clock 05 July 2019 • 4 min read