The Structured Edge research service is offered free of charge to IFAs and other financial professionals who wish to analyse the UK retail structured products market. Detailed reports for approximately 400 products per year are published on this service. This service has been used by IFAs over many years with a total of over 4000 products covered. The purpose of this service is to allow IFAs to easily research the structured product market by accessing authoritative and consistent analysis on structured products.
The best place to start is the product listing and filter page which can be found here. This shows all the products that have been analysed by FVC and that are currently open for investment. There is a comprehensive filter which allows users to select products by various criteria such as capital types, investment aims, vehicles, maturity length, product types, providers and issuers. The table of products instantly updates with each selection you make.
Research report and methodology
Having selected one or more products you can then click into each report. This shows a summary of the product's terms and details, including key dates, investment terms, underlying asset and issuing counterparty. There is also information from the product provider including the product literature.
This is followed by the six figures which make up the quantitative part of the report. Each report is analysed under the same methodology and there is information at the foot of each report explaining what each figure means. There is more information about our methodology in the help section.
An important new feature of the site is the product selection record. Every time you run a filter with at least one criterion selected our system keeps track of the selection order you have made and on the next screen allows you to enter the record title and the reasons for those selections. A selection record is then instantly generated on your account and stored permanently for you to evidence a proper research selection process to help satisfy your compliance requirements.
Guides and Help
As part of the improvements to this research service we supplement our individual research reports with a host of valuable material. This includes a series of comprehensive guides that can be found on the website here. A regular free series of webinars including a monthly product round-up as well as useful explanations of topics in structured products will start soon. Finally as a reference please visit our help page for some important documents such as the scope of the service, research methodology and a due diligence pack for IFA firms needing detailed information about FVC.