Bringing you live news and features since 2006 

UKSPA launches free portfolio analysis tool


In an industry first, the UK Structured Products Association (UKSPA) has launched Portfolio Optimiser – a free tool that allows advisers and wealth managers to see how structured products can complement and enhance a wider investment portfolio.Backed by robust data from Future Value Consultants (FVC), Portfolio Optimiser provides an independent and objective assessment of how structured products can fit seamlessly into an existing portfolio and impact the expected performance and risks.

While many applications exist to analyse portfolios made up of funds and ETFs, Portfolio Optimiser is the first opportunity for users to allocate to structured products within a model portfolio framework.
Zak de Mariveles, Chairman of the UK Structured Products Association, says: “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.”
Portfolio Optimiser allows users to either create their own structured product for analysis, or select a product that is currently listed on FVC’s Structured Edge Research Service.  It also offers great flexibility when creating a portfolio, offering a number of pre-built model portfolios or the chance to build a custom portfolio from the comprehensive list of ETFs and funds across all asset classes and IA (Investment Association) sectors.
Once the user has decided how much of the portfolio to allocate to the structured product, Portfolio Optimiser generates a detailed report of both historical and forward-looking analysis, comparing the original portfolio to the ‘modified’ version (i.e. with the structured product included).
De Mariveles adds: “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.”

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Jigna Gibb, Bloomberg
Bloomberg Indices has recently hired Jigna Gibb as Head of Commodities and Crypto Index Products, to lead its commodities and...
Robert Minter, director of ETF investment strategy at abrdn takes a look at passive investing in commodities and shares his...
Ryan McCormack, Invesco
This year sees the 25th anniversary of Invesco’s QQQ, the USD240 billion ETF – the fifth largest ETF in the...
The European ETF market achieved a record 28 per cent growth – reaching over USD1.8 trillion assets under management (AUM)...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by