The UK Structured Products Association (UKSPA) has announced the launch of Portfolio Optimiser, a free portfolio analysis tool.
It allows advisers and wealth managers to see how structured products can aid a wider investment portfolio.
Utilising data from Future Value Consultants, Portfolio Optimiser provides an independent and objective assessment of how structured products can fit into a portfolio. It also looks at the impact, expected performance, and risks.
Portfolio Optimiser allows users to either create their own structured product for analysis or choose a currently listed one. In addition, it offers flexibility by offering a number of pre-built portfolios or the opportunity to build a custom one with a list of ETFs and funds across all asset classes.
Once consumers have 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.
Zak de Mariveles, chairman of the UKSPA, 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.”
He 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.”