News & Insights

WEALTHBRIEFING: Using Private Client Investment Data As Reality Check

13 February 2024, Chris Curtis

Using Client Investment Data As A Reality Check

by Tom Burroughes in WealthBriefing

A point that often comes up in conversations with wealth managers is the importance of accurately setting clients' expectations – no easy task. Trustworthy data, set in full context, is important, argues Asset Risk Consultants.

Certain managers still regard their approach to investing as so different from what everyone else is doing that they cannot be ‘benchmarked’ by the ARC Indices. This is gibberish. Outcomes are key and it is important for the integrity of the process.

Paul Kearney

Managing Director

READ THE ARTICLE: USING PRIVATE CLIENT INVESTMENT DATA AS A REALITY CHECK

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News & Insights

WEALTHBRIEFING: Using Private Client Investment Data As Reality Check

Certain managers still regard their approach to investing as so different from what everyone else is doing that they cannot be ‘benchmarked’ by the ARC Indices. This is gibberish. Outcomes are key and it is important for the integrity of the process.

Press Contacts

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