Are you confidently meeting all your Trustee responsibilities?
We can help. ARC is a leading Investment Consultant for Charities. We are the only Investment Consultant able to support trustees in every aspect of their investment duties.
Performance review: are you getting the best out of your investment manager?
We can place your investment performance into context of your objectives, benchmarks and peer group so you can understand if you are getting the best.
Investment audit: get comfort that your manager’s performance is acceptable and the framework is appropriate
A performance review plus an in depth analysis of investment policy statement, objectives and guidelines, as well as a comparison of potential outcomes versus income and capital growth aspirations; and assessment of manager style, structure and suitability.
Manager selection: help finding the best investment manager(s) for you
Due diligence, creation of a short list, contrasting, selecting, negotiating terms and appointment of the most appropriate discretionary manager(s).
Investment consulting: an ongoing partnership with us
All of the above, plus an optional global custody solution, delivered under an ongoing service contract.
Email us at charities@suggestus.com or use the Contact Form