There are over 140 investment managers contributing to the ARC Private Client Indices (PCI)
The ARC Indices membership is structured into different levels based on the level of AUM and number of portfolios managed on a discretionary basis. All contributing managers commit to an initial 3 year term.
Contributor Membership (Full Contributor)
For discretionary investment managers managing over £500m in private client discretionary assets and more than 100 portfolios above £250,000.
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 above £250,000.
Pooled, Unitised Fund or Model Membership
For investment managers who manage multi-asset private client solutions but do not meet the criteria to become Associate or Full Members.
Data Contributors
Head over to the PCI section of Suggestus.com to see the contributor list (free login required).
Why isn’t my investment manager in the contributor list?
Data Contributors pay ARC a fee for Indices membership and gain access to valuable market intelligence analytics that provide insights into their performance relative to their peers. Some have opted not to be listed.
Not all investment managers choose to participate in the Private Client Indices (PCI).