OUTSOURCING

For some clients, rather than using in-house resources, outsourcing is the most efficient route. Our team of consultants provide outsourcing services to trustees, investment managers, private banks and IFAs covering all aspects of investment consulting. Please contact us for more details on the full range of outsourcing services available.

Performance Analysis Reports (PARs)

Trustees have the choice of assessing portfolio structure and performance in-house or passing that responsibility to a third-party. ARC provides assistance to trustees on all aspects of the monitoring process, from data collection and verification through to interpretation and implementing an appropriate plan of action.

Aggregation and Attribution

Both for private clients with several investment managers and for investment advisers selecting a range of third-party funds, aggregation and attribution often prove a challenge. We provide clear and concise attribution tables for multi-manager structures, setting out the contribution of each manager in the context of the aggregate performance.

Manager Selection

With access to a database encompassing funds, model portfolios from over 50 different investment managers and over 4,000 discretionary accounts, ARC is in an excellent position to assist in the identification and appointment of both generalist and specialist managers. We cover all asset classes, including equities, bonds, cash, property, structured products, hedge funds and private equity funds.