“It is a capital mistake to theorize before one has data. Insensibly one begins to twist facts to suit theories, instead of theories to suit facts.”
Arthur Conan Doyle, Sherlock Holmes
Thanks to the willingness of participating discretionary investment managers to provide transparency on the performance of their private client and charity portfolios, the ARC Private Client Indices and the ARC Charity Indices are now celebrating a decade of data.
As Sherlock Holmes would have recognised, the ARC Indices provide cold hard objective facts for private client and charity investors seeking to place portfolio performance into peer group context.
Four Sets of ARC Indices
There are four sets of indices compiled by ARC each month. Three are branded ARC Private Client Indices “PCI” and are based on the performance of private client portfolios with Sterling, US Dollars or Euros as their reference currency. The fourth is branded ARC Charity Indices and is based on the performance of charity portfolios with Sterling as their reference currency.
The ARC indices provide an invaluable insight into the actual returns generated by investment managers for their discretionary private client portfolios over the last ten years. Being based wholly on real performance numbers delivered by participating investment managers, the ARC indices enable realistic and accurate peer group comparisons to be made.
Download the full announcement from ARC below and click here to access the latest ARC Charity Indices Performance Report.