The ACI are investment performance benchmarks designed to empower charity trustees and advisers to evaluate their investment experience.
The ARC Charity Indices (ACI) are a set of four sterling-denominated benchmarks designed to assist charity trustees and advisers in evaluating the performance of their investment portfolios by providing insights into the actual returns achieved by discretionary managed charity portfolios, net of fees.
Each index corresponds to a specific risk category, measured by the volatility of monthly returns relative to UK equity markets over the preceding 36 months.
The Indices are constructed using actual performance data from a broad range of charity portfolios, encompassing various asset allocations and investment strategies. This approach ensures that the Indices reflect real-world investment experiences, offering a practical benchmark for charities to assess their investment outcomes.
By comparing their portfolio performance against the appropriate ARC Charity Index, charities can gain a clearer understanding of how their investments compare against charities with similar investment objectives.
This benchmarking process aids in making informed decisions to better align investment strategies with the organisation's financial objectives.
Commercial use of the ARC Wealth Indices requires a licence.
There is no cost for an ARC Charity Indices licence. Contact us to find out more.
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.