Smith & Williamson Ireland, a provider of investment management, and corporate and financial advisory services, has joined Asset Risk Consultants’ (ARC) Private Client Euro Indices.
The Private Client Indices (PCI) are a peer group comparison tool designed to provide insight in to the actual returns generated by private client investment managers. The Indices focus on high quality data with no model or synthetic data being used.
PCI provides an objective means of placing investment performance into context. It acts as a barometer for the state of the private client investment management industry.
ARC will assist Smith & Williamson Ireland by monitoring the performance of its portfolio managers to ensure client’s expectations and objections are met and remain the key focus.
Graham Harrison, Group Managing Director of Asset Risk Consultants, says: "We are pleased to welcome Smith & Williamson Ireland as a data contributor to PCI.
“We share the same values with the clients’ needs at the heart of our service. We both aim to help clients better understand and meet their investment goals.
“Their membership demonstrates that they have a commitment to performance transparency and ensuring their investors’ portfolios are in line with expectations. We very much applaud their ongoing dedication."