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Suggestus enables the creation of a structured research process for the selection and review of private client discretionary investment managers.
Access 100+ investment manager Due Diligence Questionnaires, designed to save you time and help you meet your regulatory requirements.
Find out how the private investment management industry is performing, on a risk-return basis, using industry-leading ARC Private Client Indices.
Engage with investment managers using the Request for Proposal tool.
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:
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