Get the best out of Suggestus with this helpful guide for intermediaries.
Welcome to our Manager Research area in our Suggestus platform www.suggestus.com
If you can’t see it in the menu, click home and the “Request Approval” button.
Try our “Explore” mode which is an Investment Solutions Comparison Tool.
This page allows you to review, filter, and compare hundreds of investment solutions in a flexible, easy-to-navigate grid. By default, the grid displays Managed Platform Solutions (MPS) in GBP.
Key statistics such as performance, risk, and our unique rating are included to support your analysis.
At the top of the screen are some helpful filters, simply select from the drop down.
To update your view after making any changes, be sure to click "Refresh Data". You can also explore historical data by adjusting the analysis date and export your results to Excel for offline review.
You can adjust filters, sort options, and groupings to suit your needs. For example, by ARC Medal rating:
Or perhaps by an ARC Wealth Index or Average Equity Exposure if you are looking for a specific risk profile for a client.
In this example we have grouped the data by the ARC Wealth Index (by dragging the required column header to the text shown just above the grid on the left). We have then sorted by the 36month performance and filtered on the ARC Medal. This allows you to filter the universe to what is appropriate to your client needs.
When you have your filtered down selection, you can either download the grid of data into Excel for onward manipulation or download a Peer report showing performance of the solution versus our ARC Wealth index. You could also download the DDQ.
Want to start again, select “Reset Grid Settings”.
To get the most out of your screen space, a tip is to collapse the menu with the arrow top left.
If you want a deeper dive on a particular manager, our Directory has everything you need to know about over 100 managers in one place. Click on a manager tile to find out more
Access detailed profiles, investment styles, DDQs, contact information, and performance data.
Our unique ARC Style Assessment is our interpretation of how a manager’s process works. We meet them, watch dummy pitches, review their DDQ and come up with our view. Do all manager’s look the same? We don’t think so, and you can use this to compare.
Download free performance reports versus ARC Indices, putting performance into context.
See our separate guide for how to interpret them in the Knowledge base.
