UK Structured Products Association

Portfolio Optimiser
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Welcome to the UKSPA Portfolio Optimiser

The Portfolio Optimiser is a useful tool to help you consider structured products as part of an overall investment portfolio. This easy-to-use application allows you to analyse the historical and future potential performance of your own personalised or model portfolio of investment funds, when combined with any structured product of you choice.

The Portfolio Optimiser offers you the ability to analyse historical and future portfolio returns, including analysis of Volatility, Drawdowns, Sharpe Ratios and Best & Worse outcome simulations, giving you the ability to assess which structured product would best enhance the performance of your current portfolio asset allocation.

The Portfolio Optimiser allows you to create and save your own series of model portfolios, choosing from a large range of underlying funds, or chose from a series of default portfolios, and provides the ability to create your own structured product payoff, choose from a list of default products, or even view tailor made products sent directly to you from a UKSPA member, providing a full analysis report for record keeping purposes.

Please log in below with your UKSPA details to find out more. If you are not already registered with UKSPA, you can do so here: https://www.ukspassociation.co.uk/register/

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Copyright © 2021 UK Structured Products Association and Future Value Consultants

All content within the Portfolio Optimiser application is the exclusive property of the UK Structured Products Association Limited and Future Value Consultants Limited. You may not copy, modify, reproduce or use in any other way any content from this site without prior written approval from the UK Structured Products Association Ltd.

The analysis shown here is for illustration purposes only and should not be relied upon for any purpose. No responsibility of any kind is accepted for any usage of this report or application by UK Structured Products Association or Future Value Consultants