The PPR provides trustees, lawyers, accountants and wealth advisers with an objective assessment of performance, considering the portfolio performance versus defined peer groups.
This is a first level review designed to flag potential structural and performance issues allowing trustees, lawyers and wealth advisors to consider timely action.
The PPR is an automated factsheet which places portfolio performance into context versus a defined and relevant peer group.
The pertinent peer group is determined by portfolio volatility levels, utilising the ARC Private Client Indices.
Amongst a full complement of return information, the report contains a unique peer group ranking table, displaying the portfolio’s returns over various time periods as either being 1st, 2nd, 3rd or 4th quartile.