Suggestus has the answer
Suggestus is home to the ARC Charity Indices, an industry-leading performance guide. ARC Charity Indices allow charity portfolio performance to be compared versus a realistic and sizable peer group of charities whose portfolios have exhibited similar behavioural characteristics.
Specifically created for charity trustees and their advisers, the ARC Charity Indices are a reflection of the actual investment performance charities are experiencing.
The indices incorporate portfolio performance data from over 30 charity investment managers encompassing over 4,500 charity discretionary portfolios.
We also collate the performance of popular charity funds and present their performance in our Multi-Asset Charity Fund Review each quarter. You can easily compare fund performance, fees and other key metrics.
You can produce performance reports for your charity portfolio through our reporting interface. If the charity is invested in a fund then you can access detail performance reports at no cost.
The reports are easy to understand and include our own Performance Grade that gives a simple guide to whether your performance has been in line with the peer group.
Waverton Investment Management Limited
DDQ
PCI
Charity
Sarasin & Partners LLP
DDQ PCI
Charity
Close Brothers Asset Management
DDQ PCI
Charity
Brooks Macdonald
DDQ PCI
Charity
Redmayne-Bentley LLP
DDQ PCI
Charity
HSBC Global Services (UK) Limited
DDQ PCI
Charity
GAM London Limited
DDQ PCI
Charity
Seven Investment Management LLP
DDQ PCI
Charity
Abrdn - Target Return
DDQ PCI
Charity
Rathbone Investment Management Limited
DDQ PCI
Charity
Veritas Investment Partners (UK) Ltd
DDQ PCI
Charity
Abrdn - Conventional
DDQ PCI
Charity
You can use the QuickCheck tool to get an indication of how your portfolio performance or investment fees are doing versus our peer group indices
You can use QuickCheck on this website or via our app.
Are you confidently meeting all your Trustee responsibilities?
We can help. ARC is a leading Investment Consultant for Charities.
We can place your investment performance into context of your objectives, benchmarks and peer group so you can understand if you are getting the best.
Due diligence, creation of a shortlist, contrasting, selecting, negotiating terms and appointment of the most appropriate discretionary manager(s)
A performance review plus an in depth analysis of investment policy statement, objectives and guidelines, as well as a comparison of potential outcomes versus income and capital growth aspirations; and assessment of manager style, structure and stability.
Due diligence, creation of a shortlist, contrasting, selecting, negotiating terms and appointment of the most appropriate discretionary manager(s)
Enter your details and one of our team will be in touch asap.
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Read our regular commentaries on industry trends, based on our unique data.
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