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Portfolio Optimiser

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 your 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 choose 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 with your UKSPA details to find out more. If you are not already registered with UKSPA, you can do so here.

Access Portfolio Optimiser

Watch the video

Portfolio Optimiser

Quick start guide

Technical guide

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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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