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...

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