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Our Asset Management services:

Benchmarking

We use benchmarking to analyse the allocation, risk and return of our portfolios, employing ARC research to power our insights. We can also review your clients’ existing portfolio and offer alternative solutions where we feel improvements could be made.

ARC’s Private Client Indices series are a leading set of industry benchmarks that allow us, and your clients, to compare their investment performance with other, professionally managed portfolios.

We use ARC as they are representative of the industry as a whole. They use over 130,000 portfolios from 80 investment managers across 5 major currencies to construct the indices. We can be confident that when we are comparing performance, the benchmarks we’re using are totally relevant to the portfolios we’re analysing.

For more information, please get in touch.