Suggestus has the answer
Suggestus is home to the ARC Private Client Indices, an industry-leading performance guide. Gain a unique insight into the actual returns being generated by investment managers for their discretionary private client portfolios.
The four PCI performance series are based on real performance numbers provided by participating investment managers.
The PCI provide an accurate reflection of the actual returns that a private client should expect for a given risk appetite. This approach leaves investment managers free to use any and all investment strategies, vehicles and structures in the pursuit of the maximum return per unit of realised volatility.
For £25, you can securely enter your data and receive a report within seconds that tells you if your performance has been good, bad or indifferent compared to an appropriate peer group.
Generate a comprehensive performance report based on your portfolio compared to thousands of professionally managed portfolios from over 100 investment management firms. From the information you give us, we will work out the appropriate risk profile for the portfolio.
Risk means many things but in this case, we are looking at the volatility, or how much the value of a portfolio fluctuates over time. This measure is essential in making sure you are comparing your portfolio with the right peer group.
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.
The IMI (Investment Management Industry) love these TLAs (Three Letter Acronyms), we’ve jotted down a non-exhaustive glossary beginning with our favourites:
Enter your details and one of our team will be in touch asap.
Creating an account is quick and easy and gives you instant access to top-level investment research information.
Read our regular commentaries on industry trends, based on our unique data.
Throwing Caution to the Wind
As Harold MacMillan is reputed to have said, the greatest difficulty comes from “Events, dear boy, events”. 2022 was a year when events made the art of investment even more difficult than…