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.
Seminars
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:
- Thursday 9th July at 2pm – Mastering the Basics
- Thursday 23rd July at 2pm – Understanding the Report
- Thursday 6th August at 2pm – Advancing your Client Proposition
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
