Structured product platform to provide quant-based analytics

Structured product platform SPwrap.com has partnered up with Future Value Consultants to provide quantitative analytics that can be used to assess the potential performance of clients’ structured product portfolios.

When an adviser makes an investment through SPwrap,com, they will be given the opportunity to subscribe to analytics provided by FVC.

This is an interactive tool providing performance statistics for each product as well as the portfolio as a whole given different market assumptions.

Mark James, head of sales at SPwrap.com, said: “SPwrap.com is an efficient centralised administration resource that provides access to products from across the UK retail structured products landscape.

“It gives advisers and their clients a much clearer perspective of their structured product portfolios, including counterparty breakdown and notification functionality to ensure that advisers can provide a high level of client service.

“The link with FVC provides new interactive functionality and sits within the suite of tools available through SPwrap.com, helping deliver touch of a button added value for advisers when building and managing client portfolios.”

Tim Mortimer, managing director of FVC, said there was “clear evidence” financial advisers were increasing their use of structured products and SPwrap had arrived at a “critical time” to give advisers superior capability to help them to manage clients’ structured product portfolios within their advisory models.

However, findings published in the second quarter edition of Celsius, a research report published by the Financial Times that measures the outlook of over 1,000 advisers across the UK on the approaching financial quarter, found advisers are shunning structured products.

The report for Q2 showed a further cooling of sentiment towards structured products for April to June 2012, with the asset class dropping 17 points from -27 to -45 to become the least likely product type to receive allocations.

Mr Mortimer said: “We are excited to be able to provide our functionality within SPwrap.com to give advisers access to what we believe are market-leading tools in the investment planning process for them to enhance their service to clients.”