Asset Risk Consultants (ARC) has launched a new portfolio analysis service for charity trustees, further developing the information it provides to the third sector.
For the first time, charities and their advisers will be able to assess both the performance and suitability of their investments against benchmark, peer group and other similar charities’ portfolios, review the risk-adjusted returns generated for the charity sector and receive cost-effective independent performance reporting.
Delivered through ARC’s research portal www.suggestus.com, the inaugural ARC Multi-Asset Charity Fund Review gives an overview of multi-asset charity investment funds performance within the charity sector and is available at no cost.
ARC founder and managing director, Graham Harrison, says: “It has been a long-held objective at ARC to foster investment insight for charity trustees through the provision of independent research. This new service delivers information that brings real clarity allowing charities to place investment portfolio structure and performance into context versus market and peers.
“We appreciate all the managers who continue to support our drive for ever greater investment transparency.”
Contributors to the first Multi-Asset Charity Fund Review are: Barings; Blackrock; CCLA; EdenTree; M&G; Newton; Ruffer and Sarasin.
The charity portfolio analysis service complements Suggestus’ existing research services which include: the ARC Charity Indices (ACI); an investment manager due diligence library; and manager selection tools