The ACI are a set of four Sterling denominated peer group indices compiled by ARC Research Limited (ARC). They are specifically designed to be used by charity trustees and advisers in assessing the performance of your charity’s investment portfolio. The Indices provide an insight into the actual returns being generated by investment managers for their discretionary managed charity portfolios (net of fees). Charities have historically tended to place a higher importance on ESG and ethical restrictions, so the ACI index represents the performance of a mix of portfolios with varying degrees of restrictions applied, so the ACI are also a suitable comparator for ESG portfolios.
The ARC MPS Indices are a new way for IFAs and MPS providers to assess performance that reflects the rising importance of MPS as an investment solution that is separate and distinct from traditional private client discretionary management.