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New tool analyses structured product performance in portfolios

2 March 2020

The UK Structured Products Association has launched a free tool for advisers and wealth managers to allow them to see the impact structured products can have on an investment portfolio.

The tool, named Portfolio Optimiser, uses data from Future Value Consultants (FVC) to provide an independent assessment of how structured products can fit into an existing portfolio and impact the expected performance and risks.

Users can either create their own structured product for analysis or select a product that is already listed on FVC’s Structured Edge Research Service, UKSPA said.

The tool also provides access to a number of pre-built model portfolios. Alternatively, advisers can build a custom portfolio from a list of ETFs and funds across all asset classes and investment association sectors. Once it has been decided how much of the portfolio to allocate to the structured product, Portfolio Optimiser will generate a report of both past and forward-looking analysis, comparing the original portfolio to the modified version.

Zak de Mariveles, chairman, UK Structured Products Association, said: “Investing without structured products is like playing a team with one man down; it’s harder to compete if key players are missing. We have designed Portfolio Optimiser as an easy-to-use and effective way to see how structured products can be taken off the bench to help optimise a portfolio line up.

“Portfolio Optimiser offers independently verified data for all advisers and wealth managers to use in order to assess the impact structured products can have on any portfolio’s expected risks and returns. We hope it provides reassurance for those considering using structured products as a way to diversify and enhance investment portfolios.”

The UKSPA said the new tool was the first of its kind to allocate to structured products within a model portfolio framework.

De Mariveles added: “Over the last 10 years structured products have been outperforming many funds, and we are excited to provide for the first time a tool to the adviser and wealth management market that will help them better understand how to optimise their allocation across a clients’ overall portfolio.”

Further infloormtion on the tool can be found here: https://www.ukspassociation.co.uk/portfolio-optimiser/

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