S&P Dow Jones Indices announced its plan to acquire ARC Research, a subsidiary of ARC Group. ARC Research is the leading independent provider of investment performance data, benchmarking, and insights in the private wealth sector.
ARC Research possesses the largest proprietary dataset globally, including over 500,000 private client portfolios collected over more than twenty years. It is a trusted partner to over 190 investment managers and wealth advisors worldwide, offering performance benchmarking, analytics, and transparency tools for private wealth management. And since 2002, ARC Research has gathered and analyzed hundreds of millions of data points from investment managers, turning this information into valuable insights for investors.
This deal will enable S&P DJI to enhance its offerings with advanced, high-quality benchmarks and data solutions that meet the growing needs of wealth managers, private banks, and financial advisers. ARC Research is well-known for its comprehensive suite of performance benchmarks, which are relied upon by leading wealth management firms to evaluate and compare portfolios.
The deal is expected to close in the third quarter of 2025, subject to customary closing conditions and receipt of all necessary regulatory approvals. The financial terms of this deal were not disclosed.
Advisor: S&P DJI were advised by leading international law firm Ashurst.
KEY QUOTES:
“The acquisition of ARC Research represents a significant step in our commitment to serving the evolving needs of the wealth management industry. ARC Research’s expertise, high-integrity data, and trusted benchmarks are a natural fit with our global capabilities. Together, we aim to elevate transparency and benchmarking across wealth portfolios, enabling clients to make more informed decisions. We are excited to welcome the ARC Research team to S&P DJI.”
Dan Draper, Chief Executive Officer of S&P Dow Jones Indices
