Financial service company, S&P Dow Jones Indices, plans to acquire ARC Research, a firm specializing in index research and data solutions.
**S&P Dow Jones Indices Acquires ARC Research to Bolster Private Wealth Offerings**
S&P Dow Jones Indices (S&P DJI), a division of S&P Global, has announced a definitive agreement to acquire ARC Research, a subsidiary of ARC Group. The acquisition, expected to close in the third quarter of 2025, subject to customary closing conditions and regulatory approvals, aims to strengthen S&P DJI’s position in the private wealth sector and deliver enhanced services to the wealth management industry.
**Expanding Capabilities in Private Wealth**
ARC Research, a leading independent provider of investment performance data, benchmarking, and insights in the private wealth sector, boasts the world’s largest proprietary dataset with over 500,000 private client portfolios spanning more than 20 years. The firm partners with over 190 investment managers and wealth advisers globally, supporting benchmarking, analytics, and transparency in the private wealth sector.
Since 2002, ARC Research has collected and analyzed hundreds of millions of data points, transforming these into actionable insights, primarily for investors and wealth managers. The acquisition will expand S&P DJI’s capabilities to provide innovative, high-quality benchmarks and data solutions tailored to the evolving needs of wealth managers, private banks, and financial advisers.
**Enhancing Transparency and Performance Benchmarking**
The acquisition of ARC Research is seen as a strategic move by S&P DJI to strengthen its position in the private wealth market. By integrating extensive proprietary data and trusted benchmarks from ARC Research, S&P DJI expects to elevate standards for portfolio benchmarking and analytics within private wealth management. This will provide improved transparency, analytics, and decision-support tools for wealth managers and financial advisers globally.
Dan Draper, Chief Executive Officer of S&P Dow Jones Indices, stated that the acquisition of ARC Research is a significant step in their commitment to serving the wealth management industry. He welcomed the ARC Research team to S&P Dow Jones Indices and expressed that the goal of the acquisition is to elevate transparency and benchmarking across wealth portfolios, enabling clients to make more informed decisions.
**Implications for ARC Group and the Private Wealth Sector**
The acquisition will also help drive ARC Group’s efforts to boost its wealth indices and expand its financial advisory sector, which manages approximately $25 billion in assets for international charities and families. The deal strengthens S&P DJI’s position in the private wealth market and supports its commitment to addressing the evolving needs of wealth management professionals, enabling more informed decision-making through enhanced data and analytical solutions.
International law firm Ashurst LLP served as advisor to S&P Dow Jones Indices for the transaction. The financial terms of the deal were not disclosed.
In summary, this acquisition represents a strategic expansion for S&P Dow Jones Indices into the private wealth data and benchmarking landscape, promising improved transparency, analytics, and decision-support tools for wealth managers and financial advisers globally. The deal is expected to close in the third quarter of 2025.
With the acquisition of ARC Research, S&P Dow Jones Indices will improve its capabilities to deliver innovative financial solutions for businesses, specifically in the wealth management industry. The combined forces will bring essential data and insights to wealth managers, enabling them to make informed investing decisions.
The enhanced services provided by S&P Dow Jones Indices post the acquisition will focus on strengthening private wealth benchmarking and analytics, elevating transparency across wealth portfolios and empowering financial advisers worldwide.
