Knowledge of the legal and regulatory obligations placed on charities is essential
But understanding real performance across the charitable space is our unique insight
Helping charities achieve their investment objectives for over 20 years
SPEAK TO OUR TEAM
Investment Performance into context
In 2012, we established the ARC Charity Indices, which have become the most comprehensive source of performance data for the sector from over 35 leading investment managers covering more than 4,000 charity portfolios.
The ARC Charity Indices are provided free of charge to trustees and their advisers. They are costless for investment managers who wish to become part of the community of data providers.
All part of our commitment to the vital work of the charitable sector. But there is even more we can do.
How we help charities with their investments
Investment Audit: are you getting the best out of your investment manager?
We can place your investment performance into context of your objectives, benchmarks and peer group so you can understand if you are getting the best result.
Plus an in depth analysis of investment policy statement, objectives and guidelines, as well as a comparison of potential outcomes versus income and capital growth aspirations; and assessment of manager style, structure and suitability.
Manager selection: helping you find the best opportunities
Due diligence, creation of a short list, contrasting, selecting, negotiating terms and appointment of the most appropriate discretionary manager(s).
The ARC Advantage
- Maximise your potential: Make better-informed decisions driven by insights from the best dataset in the industry.
- Elevate your investments: We focus on unlocking opportunities to work with managers who align with your objectives and fit together perfectly. By re-confirming your goals and assessing your performance, we ensure better informed decision-making.
- Expand your perspective: Our objective peer-group performance data enables you to assess your investment performance relative to others. We’ll help you adjust your strategy to keep long-term goals in sight and navigate the twists and turns of the market.