Knowledge of the legal and regulatory obligations placed on charities is essential
But understanding real performance across the charitable space is our unique insight
Knowledge of the legal and regulatory obligations placed on charities is essential
But understanding real performance across the charitable space is our unique insight
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.
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).