Contributing to the ARC AIP Index aids realistic performance benchmarking, enhances credibility, provides valuable market insights and supports robust internal controls.
Contributing to the ARC Inheritance Tax Portfolio (AIP) Index offers investment managers several advantages:
Benchmarking and Performance Assessment
By participating, managers can compare their portfolios against a specific, realistic and comprehensive peer group benchmark, facilitating objective performance evaluation and identifying areas for improvement.
Enhanced Credibility and Transparency
Inclusion in the AIP Index demonstrates a commitment to transparency, as the Index is based on actual, net-of-fees performance data from contributors. This can be used as a tool to foster trust among clients and stakeholders.
Access to Market Intelligence
Contributors receive detailed reports and insights, including market intelligence, marketing factsheets, analysis of industry trends and a commercial licence to leverage the Index, aiding in strategic decision-making and marketing campaigns.
Peer Comparison and Style Analysis
The index provides unique insights into performance relative to peers, allowing managers to analyze their investment style and refine their strategies accordingly.
Independent Third-Party Validation
Participation offers independent validation of internal risk controls through audit spreadsheets and outlier identification, enhancing internal governance and compliance frameworks.