How often are the Private Client Indices published?

The PCI are published quarterly in February, May, August and November. Daily and monthly estimates are provided in the interim period.

Publishing schedule

Event Date Released
Daily Estimates Every day based on the previous working day
Monthly Estimates Within 3 working days of the month end
Quarterly Estimates Within 4 working days of the quarter end
PCI Results Within 4 working days of the month following the quarter end

Why do the final figures take so long to be published?

The Indices consist of a vast array of real portfolio performance figures, totalling in the hundreds of thousands.

While some investment managers are able to provide their data in a shorter timeframe, our experience shows that it would not be possible to bring forward the data delivery deadline from the current 15 working days following the quarter end. After this deadline, we require approximately one week to organise, process, validate and analyse the collected data before publishing the results.

Consequently, the finalized figures are available at the start of the second month after the calendar quarter end.

 

Commercial use of the ARC Wealth Indices requires a licence.

The usage of our Indices is detailed in clause 5 of our Terms and Conditions.

Unauthorised use of the ARC Indices incurs a penalty as set out in the terms and conditions. If there is any doubt over whether your use of our Indices is in breach of the terms, please contact us to avoid any risk of becoming liable to a penalty.