Wealth Manager - the site for professional investment managers

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

ARC launches charity indices

ARC launches charity indices

Asset Risk Consultants (ARC) has launched a set of indices covering the charity sector.

The four Sterling-denominated indices are designed to help charity trustees and their advisers place performance in a peer group context and will sit alongside the firm's traditional private client indices.

The indices are asset allocation agnostic, with ARC saying the focus is on allowing charity trustees to compare portfolio returns for a given level of risk.  

The indices will compare a 'realistic' and sizable' peer group whose portfolios have exhibited similar characteristics.

They date back to December 2003 and comprise data from 30 charity investment managers encompassing around 1,500 discretionary portfolios. Approximately half the portfolios submitted were valued in the £1 million to £5 million range, with around 10% in excess of £10 million.

Commenting on the launch, ARC managing director Graham Harrison (pictured) said: 'These charity peer group indices respond to the demand from charity trustees for a robust, independent tool that allows charity investment portfolio performance to be placed into context.

'With so much uncertainty surrounding financial markets, these indices provide an invaluable anchor upon which charity trustees can make informed investment decisions.'

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Rathbones' Smith on China's economic hegemony ambitions

Rathbones' Smith on China's economic hegemony ambitions

Discussing China's saving problem, Ed Smith argues that if the country opens up there will be an outflow of capital.

Play Liontrust ESG head says sustainable investment doesn't mean low return

Liontrust ESG head says sustainable investment doesn't mean low return

Peter Michaelis talks about ethical investment growth and where he sees future opportunites.

Play Are platforms the biggest barrier to wealth manager ETF take-up?

Are platforms the biggest barrier to wealth manager ETF take-up?

Citywire hosted a roundtable discussion to find out how and if wealth managers are using ETFs in their clients' portfolios and the challenges they face trading through different platforms.

Read More
Wealth Manager on Twitter