Suggestus is funded by the investment management community to enable you to make more informed decisions more quickly and more easily, backed by a leading investment consultancy practice with over 20 years of experience with private clients, charities and their advisers.
If you are a professional wealth adviser you can click the "request access" button on the homepage after you log in to see the full suite of data available to you. Note that not all managers choose to release their performance data. Unfortunately, we cannot allow public access to manager specific data for regulatory reasons, i.e. we cannot give investment advice without a formal contractual arrangement. If you are an investment manager, you can by all means become part of the community but we cannot let you see other manager’s information.
Yes, we collect the performance data net of investment manager’s fees & charges so you can see the true average client experience. We only use actual client portfolio returns in the calculation of the Indices.
We can't tell you the exact asset allocation because the Indices are risk-based i.e. how much return has a manager given you for a given level of risk (volatility). We don’t collect the details of precisely where managers invest for each portfolio purely because average asset allocation, or currency allocation for that matter is effectively meaningless. It implies that every portfolio invests in a bit of everything from cash, equities and bonds, to more alternative things like commodities, gold, property, derivatives, fine wine, art etc., when this is far from reality.
What we can tell you is the asset allocation we have inferred using optimisation techniques. This shows what you potentially could have invested in to replicate the performance of the PCI.
The data is not "ours" to distribute, but most investment managers have chosen to show some performance information in the Manager Research area of the site. This is only accessible to professional wealth advisers. If you are a professional wealth adviser you can click the "request access" button on the homepage after you log in to see the full suite of data available to you. You can find contact details for each contributing manager in the respective Contributing Managers pages after logging in to Suggestus. Details can also be found at the back of the quarterly published reports.
An excellent question! We love data and meeting new people of course. Email us at email@example.com and we can have a chat. As a general guide, submitting your Due Diligence information and client/model/fund/etc. performance data is free; getting our analysis typically attracts a (modest) fee.
We could, but it depends on your requirements, objectives, restrictions, situations, preferences, and a whole host of other factors, not least what you consider “best”. Drop us a line at firstname.lastname@example.org and we’ll see if we can help.
Sign up for free and find out! The PCI calculation methodology is available in the Private Client Indices section after logging into Suggestus.
The IMI (Investment Management Industry) love these TLAs (Three Letter Acronyms), we’ve jotted down a non-exhaustive glossary beginning with our favourites:
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