We believe that the ability to perform a health check on an investment portfolio should be a swift and easy process. The goal of Suggestus QuickCheck is to be the starting point for this process.
The app is designed to offer either immediate peace of mind, or to highlight that a more detailed analysis might be required.
Simply put, if you know your investment performance return and over what period it relates, along with how much equity investment was typically in the portfolio over the period, you are in the position to perform a QuickCheck.
This simple to use analytical tool is designed for use by individuals, private clients, investment advisers, trustees and other parties who are working under a fiduciary duty.
The data underpinning the QuickCheck algorithm has been collected and collated by ARC Research Limited and used in the creation of the ARC Private Client Indices. The data is supplied to ARC Research by around 100 private client discretionary portfolio managers and encompasses in excess of 150.000 private client portfolios run on a discretionary basis. Without the support of the managers, neither QuickCheck nor the ARC Private Client Indices would exist.
In summary, QuickCheck is a practical example of the private client investment management industry promoting transparency and empowering its clients to make informed investment decisions.
For more information on the ARC Private Client Indices, the private client discretionary managers that have made these peer group indices possible and how to assess the performance of your portfolio over time, please visit www.suggestus.com or contact us.
Thanks for using the Suggestus app. This version includes the following updates:
Once you have run a QuickCheck, you now get a link to view your QuickCheck report. You might want to save it or share it!
After running a QuickCheck, you can now change the parameters and rerun. Simply click on any of the six boxes below the QuickCheck result and the app will show the relevant screen to allow you to change the input values. You will then be returned to the QuickCheck results page with a greyed-out face. If you then click rerun (bottom right) the Suggestus app will re-run your QuickCheck with your new parameters. Voila, Quick QuickChecks!
If you choose to enter annualised returns on the returns screen the return turns green. Also, the return input box now has a border to highlight the input area.
With Family Sharing set up, up to six family members can use this app.