價格：免費
更新日期：2019-05-01
檔案大小：41 MB
目前版本：1.2
版本需求：需要 iOS 9.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：英語
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.
支援平台：iPhone, iPad