Yes, a licence is required to use the ARC Indices for commercial purposes.
The Indices are designed to provide an independent, risk-adjusted performance benchmark and access is structured to ensure appropriate use while maintaining the integrity of the data.
When a licence is required
A licence is needed if you intend to:
- Use the Indices in marketing or promotional materials – Any external communication referencing the ARC Indices, including client presentations, fund or strategy factsheets or promotional materials, requires a licence.
- Include the Indices in client reporting – Firms using ARC Indices in formal investment reporting must have a valid licence agreement.
- Incorporate the Indices into investment analysis tools – Any integration of ARC Indices into proprietary models, investment dashboards, or third-party platforms requires licensing.
- Redistribution – by data vendors or software suppliers
When a licence is not required
- General reference – Firms and individuals can reference the existence of the ARC Indices in discussions, articles, or presentations without citing specific data.
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Investors (individuals, charities and trustees) – Free to use the ARC Indices to place the performance of their portfolios into a peer group context.
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Advisers (such as financial advisers, accountants and lawyers) – Free to use the ARC Indices in an advisory capacity for private clients, charities or trustees.
- Investment managers - Free to use for internal, non-public purposes.
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Usage detailed above must not breach any of the five usage restrictions.
How to obtain a licence
If you require a licence to use the ARC Indices, contact ARC for details on pricing and terms. Licensing ensures firms can confidently use the benchmarks while respecting the contribution of investment managers who provide the underlying data.
For more information, please contact us.
Usage restrictions
The user may not
- alter, modify, merge, copy, distribute, transfer or adapt ARC Indices in any way whatsoever
- permit ARC Indices to be combined with or to become incorporated in any third party (including to persons within any organisation you may be acting for or in relation to) software or database
- incorporate ARC Indices into any website
- sell or otherwise redistribute, supply, dispose of, transfer or sub-licence ARC Indices to any third party (including to persons within any organisation you may be acting for or in relation to)
- use ARC Indices (in whole or in part) on behalf of or for the benefit of any third party (including any organisation you may be acting for or in relation to) including providing any bureau services