New Products

ARC Launches Charity Portfolio Analysis Service

Amisha Mehta Deputy Editor 4 August 2016

ARC Launches Charity Portfolio Analysis Service

The new service will help charities and their advisors better track their investments.

Asset Risk Consultants, the investment consulting and research firm, has launched a portfolio analysis service for charity trustees.

The ARC Multi-Asset Charity Fund Review is available free of charge through ARC’s research portal, www.suggestus.com.

Through the service, charities and their advisors will be able to assess both the performance and suitability of their investments against benchmark, peer group and other similar charities’ portfolios. They will be able to review the risk-adjusted returns generated for the charity sector and receive independent performance reporting.

Contributors to the service include Barings, BlackRock, CCLA, EdenTree, M&G, Newton, Ruffer and Sarasin.

“It has been a long-held objective at ARC to foster investment insight for charity trustees through the provision of independent research. This new service delivers information that brings real clarity allowing charities to place investment portfolio structure and performance into context versus market and peers,” said ARC's founder and managing director, Graham Harrison. 

“We appreciate all the managers who continue to support our drive for ever greater investment transparency.”

ARC provides investment consulting, manager research and performance reporting to private clients, charities, family offices, trustees and their advisors. The firm has offices in London, Guernsey, Jersey and Toronto.

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