thewealthnet

ARC data reveals a mixed Q3 for private client portfolios

News Team, 03/10/2023

Asset Risk Consultants (ARC) has published its private client indices (PCI) estimates for the third quarter (Q3) of 2023.

Portfolios in the most cautious band (risk relative to equities of 0-40 percent) recorded estimated gains of 0.6 percent on average, compared with Q2's estimated losses of 0.8 percent.

The estimated year-to-date gains for these portfolios now stand at 0.7 percent.

Portfolios in the balanced asset band recorded slightly lower average gains of 0.3 p...


Continue reading this article...


Start a free trial now for access to breaking news and cutting edge analysis of the wealth management industry.







You are currently not logged in,
login to view the full article
start by clicking this button.





Need a subscription,
fill out the form here or
contact subs@thewealthnet.com