ARC launches Swiss private client indices

Related Content Related Video White Papers Related Articles

Asset Risk Consultants, a UK-based independent consultancy, has launched four Swiss Franc denominated Private Client Indices.

The indices are designed to be used as an investment performance yardstick based on the actual returns being delivered to private clients by discretionary portfolio managers.

The launch of the Swiss Franc indices follows up on ARC’s sterling, euro and US dollar private client indices. The new indices have been collated with more than ten years’ historic data back to December 2003, matching the existing three PCI currencies.

Daniel Hurdley (pictured), director of Research at ARC, commented on the launch: ‘Adding the Swiss PCI to the suite of our risk-based peer group indices, will allow those trustees and intermediaries to place performance of Swiss portfolios against a suitable peer group.’

There are now four indices in each currency representing four different risk appetites: ARC Cautious PCI, ARC Balanced Asset PCI, ARC Growth PCI and ARC Equity Risk PCI. ARC does not charge for usage of the PCI by wealth advisers, trustees or private clients.

Mona Dohle
Mona Dohle speaks German and Dutch, she is DACH & Benelux Correspondent for InvestmentEurope. Prior to that, she worked as a journalist in Egypt and Palestine. She started her career as a journalist working for a local German newspaper. Mona graduated with an MSc in Development Studies from SOAS and has completed the CISI Certificate in International Wealth and Investment Management.

Read more from Mona Dohle

Close Window
View the Magazine

You need to fill all required fields!