Asset Risk Consultants (ARC) has introduced a new portfolio analysis service for charity trustees, to further develop the information it provides to the third sector.
The service will enable charities and their advisers to assess both the performance and suitability of their investments against benchmark, peer group and other similar charities’ portfolios.
They will also be able to review the risk-adjusted returns generated for the charity sector and receive independent performance reporting, the company said.
The service will be delivered through the company’s research portal.
ARC founder and managing director Graham Harrison said: “It has been a long-held objective at ARC to foster investment insight for charity trustees through the provision of independent research. This new service delivers information that brings real clarity allowing charities to place investment portfolio structure and performance into context versus market and peers.
“We appreciate all the managers who continue to support our drive for ever greater investment transparency.”