Making structured products the core of a portfolio

STRUCTURED PRODUCTS

clock • 5 min read

Ian Lowes, managing director of Lowes Financial Management and founder of StructuredProductReview.com, looks at whether structured products could form the core holding of a portfolio, rather than remaining as satellites.

In relation to funds, structured products are still in their infancy in some regards, having only started to play a significant role in portfolio planning for retail investors around the turn of the century. Consequently, it could be the use of structured products has not yet fully matured and they are not always being used to maximum effect. The best example of this is with regard to how structured products are used within a portfolio. A single structured product is often used as a ‘satellite’ investment around a larger holding of collective investments, often to provide a degree ...

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