UK Structured Products Association 20-minute webinars on Portfolio Optimiser tool
2 July 2020
The UK Structured Products Association (UKSPA) is running three free-to-attend, live webinars for investment professionals keen to learn more about its recently launched Portfolio Optimiser tool.
Launched in March 2020, Portfolio Optimiser enables investment professionals to see how structured products could work within a wider investment portfolio.
The tool is backed by robust data from Future Value Consultants (FVC) and provides an independent and objective assessment of how structured products can fit seamlessly into an existing portfolio and impact the expected performance and risks, enabling users to allocate to structured products within a model portfolio framework.
The three 20-minute webinars will demonstrate how advise firms and wealth managers can make the most of the tool and how to apply it for their clients.
CPD certificates will be awarded for attendance.
The webinars will take place at the following times:
Each webinar will last 20 minutes and be presented by Tim Mortimer of Future Value Consultants (FVC), responsible for the data used by the Portfolio Optimiser tool.
Spaces on each of the sessions will be limited, to register for a space please click HERE to go the Eventbrite page
Professional Paraplanner is delighted to announce the winners of the Paraplanner Awards 2020. This year our Paraplanner Awards not...
Paraplanners who have been furloughed and are concerned that their company will not have a job for them should...
Our parameters survey asked paraplanners about how they had adapted to the new working environment ‘Working under lockdown’ –...