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UKSPA: Performance analysis blog

UKSPA: Performance analysis blog
The time you commit to recommending investments might seem overwhelming at times. But that doesn't mean you can cut corners on tasks such as risk profiling, client suitability and performance analysis. Not just for your clients' benefit, but also to comply with regulations.

We've therefore thought about what kind of performance analysis you might consider as part of the recommendation process. And while it might look daunting, remember that Portfolio Optimiser can make the entire process effortless for structured products.

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Representing the collective interests of leading structured product manufacturers in the UK

The UK Structured Products Association ('UKSPA') is a membership organisation established by the leading manufacturers of structured products in the UK. UKSPA provides a unified voice for its members, working with regulators, financial advisers and other trade bodies. It serves a number of important functions, including engaging with regulators, developing best practice guidelines, educating the investment community and providing a useful source of information for manufacturers, financial advisers and retail investors within the UK.

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