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Arc launches online portfolio health check tool

Arc launches online portfolio health check tool

Asset Risk Consultants has launched an online tool to check how an investment portfolio is performing versus Arc’s Private Client Indices and Arc Charity Indices peer groups.

Accessed via Arc’s research portal Suggestus, Performance QuickCheck allows investors to compare a portfolio’s performance against the investment portfolios collected by Arc each quarter to construct both its private client and charity indices.

People using the tool will be able to produce a one page report that provides a health check on the portfolio.

Graham Harrison, Arc group managing director, said: ‘The ability to perform a health check on either your own or your client’s portfolio should be a swift and easy process, and the goal of QuickCheck is to be the starting point for this process.

‘The tool is designed to offer either immediate peace of mind, or to highlight that a more detailed analysis might be required.’

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