The ARC Indices provide independent, risk-based performance benchmarks designed to support wealth managers, charities, trustees, and investment professionals in assessing the effectiveness of investment portfolios.
If your firm is interested in participating, please contact the team for further details on data submission requirements and the onboarding process.
Index family
| Currencies | Profiles | Core data requirements | Fee basis | Minimum term | |
| ARC Private Client Indices (PCI) | GBP USD EUR CHF CAD | 4 | Discrete, monthly performance for all unconstrained discretionary private client portfolios | Net of all fees | 3 years |
| ARC Charity Indices (ACI) | GBP | 4 |
Discrete, monthly performance for all discretionary charity client portfolios. Quarterly portfolio values |
Net of all fees | 3 years |
| ARC Inheritance Tax Portfolio Index (AIP) | GBP | 1 | Discrete, monthly performance for all portfolios meeting UK Business Relief criteria | Net of all fees | 3 years |
| ARC Managed Platform Solutions (MPS) | GBP | 5 |
Discrete, monthly performance for all model portfolios available on platforms Monthly asset allocation |
Net of AMC and OCF | 1 year |
ARC Private Client Indices
The ARC Private Client Indices serve as a robust benchmark for discretionary investment portfolios managed on behalf of private individuals, family offices and trusts.
Membership is structured into different levels based on the depth of data access and analytical tools available to members. All contributing managers commit to an initial 3 year term.
There are discounts available for managers with less than 3 years track record.
Membership tiers
Contributor Membership (Full Contributor)
For discretionary investment managers managing over £500m in private client discretionary assets and/or more than 100 portfolios.
These contributors' portfolio data submissions serve as the foundation of the Private Client Indices.
Associate Membership (Associate Contributor)
For discretionary investment managers managing less than £500m in private client discretionary assets and/or less than 100 portfolios.
How to Contribute
- Your firm must manage discretionary private client portfolios.
- Submit anonymised client portfolio performance data quarterly.
Key Benefits
- Credibility & Peer Benchmarking – Contributors can compare their performance against a credible, independent benchmark used by trustees, advisers, and clients.
- Enhanced Client Communication – Demonstrating performance relative to an industry benchmark strengthens client reporting and trust.
- Market Insight & Competitive Positioning – Access to anonymised, aggregate industry data provides insight into market trends and positioning.
ARC Charity Indices
Designed specifically for the unique requirements of UK charities, the ARC Charity Indices provide an independent reference point for .
How to Contribute
- Your firm must manage discretionary portfolios on behalf of registered charities.
- Submit anonymised performance and portfolio values quarterly to ensure consistent benchmarking.
There is no cost to contributing to the ACI but you must have a licence for commercial use.
Key Benefits
- Sector-Specific Benchmarking – Enables charities and investment managers to assess their investment performance in context of the experience of charities with similar investment objectives.
- Transparency & Accountability – Supports trustees in fulfilling their fiduciary duty by ensuring investment strategies remain aligned with objectives.
- Improved Stakeholder Confidence – Demonstrates a commitment to best practices in charity investment management.
ARC Inheritance Tax (IHT) Indices
The ARC IHT Indices provide a critical performance benchmark for portfolios structured to qualify for Business Relief and mitigate inheritance tax liabilities.
How to Contribute
- Your firm must offer discretionary IHT portfolios that meet Business Relief criteria.
- Provide anonymised performance data on client portfolio performance.
Key Benefits
- Objective Performance Measurement – Allows managers and advisers to assess whether IHT portfolios are delivering returns consistent with the sector.
- Regulatory & Due Diligence Support – Strengthens reporting for professional advisers and investors evaluating the suitability of IHT solutions.
- Competitive Differentiation – Demonstrates an evidence-based approach to structuring and managing tax-efficient investments.
ARC Managed Platform Solutions (MPS) Indices
The ARC MPS Indices serve as a performance benchmark for model portfolios offered via investment platforms, addressing the growing demand for cost-effective, scalable investment solutions.
How to Contribute
- Your firm must manage risk-profiled model portfolios available on investment platforms.
- Submit performance and asset allocation data for all models.
Key Benefits
- Market Differentiation & Benchmarking – Demonstrates how your MPS offering compares with industry peers.
- Enhanced Adviser Engagement – Provides advisers with an independent reference point when selecting platform-based investment solutions.
- Data-Driven Insights – Contributing firms gain access to anonymised peer-group performance insights, helping refine investment strategies.
If your firm is interested in participating, please contact the team for further details on data submission requirements and the onboarding process.