Are your charity’s investments maximising their potential?

Suggestus has the answer

ARC Charity Indices logo

Specifically created for charity trustees and their advisers, the ARC Charity Indices are a reflection of the actual investment performance charities are experiencing.

The indices incorporate portfolio performance data from over 30 charity investment managers encompassing over 4,500 charity discretionary portfolios.

Performance Reporting

We also collate the performance of popular charity funds and present their performance in our Multi-Asset Charity Fund Review each quarter. You can easily compare fund performance, fees and other key metrics.

You can produce performance reports for your charity portfolio through our reporting interface. If the charity is invested in a fund then you can access detail performance reports at no cost.

The reports are easy to understand and include our own Performance Grade that gives a simple guide to whether your performance has been in line with the peer group.


You can use the QuickCheck tool to get an indication of how your portfolio performance or investment fees are doing versus our peer group indices

You can use QuickCheck on this website or via our app.

Download on the Apple Store Get it on Google Play

Class-leading commentary

Read our regular commentaries on industry trends, based on our unique data.

Celebrating 20 Years of Insight

Thanks to the willingness of participating discretionary investment managers to provide transparency on the performance of their private client and charity portfolios, the ARC Private Client…

Services for charities

Are you confidently meeting all your Trustee responsibilities?

We can help. ARC is a leading Investment Consultant for Charities.

  • 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.

  • Manager selection

    Help finding the best investment manager(s) for you

    Due diligence, creation of a shortlist, contrasting, selecting, negotiating terms and appointment of the most appropriate discretionary manager(s)

  • 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 stability.

  • Investment consulting

    An ongoing partnership with us

    Due diligence, creation of a shortlist, contrasting, selecting, negotiating terms and appointment of the most appropriate discretionary manager(s)

Learn more about Suggestus and ARC Research

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