Assessing wealth management requires transparent, representative benchmarks designed to reflect real-world outcomes. Built on one of the world’s largest private client investment datasets, ARC Wealth Indices provide independent insights into portfolio performance across asset classes and strategies.

Now part of S&P Dow Jones Indices, ARC Research’s trusted benchmarks and high-integrity data complement S&P DJI’s global index expertise—supporting innovative solutions for the wealth management industry.


ARC Wealth Indices by the Numbers

With robust underlying data and peer-group insights, the ARC Wealth Indices put performance in perspective and facilitate evidence-based investment decisions. The indices draw on one of the most comprehensive datasets of private client investment performance, reflecting:

500,000 portfolios
140+ wealth managers
GBP 2 trillion assets managed by contributing firms
20 years of insight
5 major currencies

Access two decades of real-world wealth portfolio data.

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Solutions for investment managers, financial advisors and charities


  • Investment Managers: Benchmarking Performance with Real-World Portfolio Data

    Investment Managers: Benchmarking Performance with Real-World Portfolio Data

    ARC Wealth Indices enable investment managers to evaluate portfolio performance in the context of real-world wealth portfolios. By contributing data and participating in the ARC Research community, managers can benchmark strategies against relevant peer groups and industry standards. This transparent benchmarking framework highlights performance trends across the wealth management landscape and supports objective evaluation of investment strategies.

  • Financial Advisors: Adding Comparative Insights to the Advisory Toolkit

    Financial Advisors: Adding Comparative Insights to the Advisory Toolkit

    Financial advisers can use ARC Wealth Indices to compare client portfolios against a broad universe of real-world wealth portfolios. The indices provide data and insights across a range of strategies and help advisers communicate investment results more clearly to clients.

  • Charities: Supporting Informed Stewardship of Charitable Assets

    Charities: Supporting Informed Stewardship of Charitable Assets

    The ARC Charity Indices offer one of the most comprehensive views of charity investment performance, drawing on data from thousands of portfolios managed by leading investment managers. Provided free of charge to trustees and their advisers, the indices help charities assess performance, supporting informed oversight of charitable assets.


Research & Insights

ARC Research publishes monthly, quarterly and annual commentary on the performance of ARC Wealth Indices tracking a wide range of portfolio strategies, along with insights into the broader market environment.


Quarterly & Annual Commentary

  • Multi-Asset Charity Fund Review: Q4 2025

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  • Navigating the Narrow Path: Q4 2025

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  • ARC Research 2025: Year in Review

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