Redefining structured products: “SPs: Need; Evidence; & USPs”

Presented by

Christopher Taylor, Global Head of Structured Products, Tempo Structured Products

About this talk

Particularly in light of recent and prevailing events, this presentation starts by thinking about stock markets, the economic and investment backdrop and outlook, and portfolio construction / diversification considerations. What can professional advisers expect in terms of ‘alpha’ by active fund management or ‘beta’ by passive fund management; and what are the merits and benefits of including ‘alpha by contract’ via structured products, in diversified and balanced portfolios. Comprehensive data regarding UK retail structured product performance over the last decade is now available – and objective analysis of it evidences the virtues and value of structured products and the efficacy of including them in diversified and balanced portfolios. John Maynard Keynes is attributed with saying, ‘‘When the facts change, I change my views, what do you do?’’ This may be a good question for professional advisers to consider, when thinking about structured products. Structured products offer significant and important USPs. They can be designed to generate positive without requiring markets to rise, with a defined level of protection if they should fall. In addition, structured products equate to ‘investing by contract’, offering ‘alpha by contract’, based on legally binding, contractual obligations on the issuers to deliver the terms they state (in contrast with other investment options). Tempo aims to bring something different to the UK retail structured products sector, redefining structured products for professional advisers and their clients. Tempo’s focus is on ‘doing the right things and doing simple well’, with deliberately defensive’ products. The presentation highlights some of the things Tempo does differently. Learning outcomes: 1. Establish whether there’s a NEED to think about structured products 2. Establish whether there’s EVIDENCE that structured products work 3. Highlight the significant USPs of structured products 4. Introduce Tempo Structured Products.

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