S&P Dow Jones Indices to acquire ARC Research, expanding wealth data

LONDON - S&P Dow Jones Indices, a division of S&P Global (NYSE:SPGI), announced Monday it has entered into a definitive agreement to acquire ARC Research, a provider of investment performance data and benchmarking capabilities for the private wealth market.

ARC Research maintains a proprietary dataset of more than 500,000 private client portfolios spanning over two decades and serves more than 190 investment managers and wealth advisers globally. The firm has been collecting and analyzing portfolio data since 2002.

The acquisition aims to expand S&P DJI’s capabilities to deliver benchmarks and data solutions tailored to wealth managers, private banks, and financial advisers.

"The acquisition of ARC Research represents a significant step in our commitment to serving the evolving needs of the wealth management industry," said Dan Draper, Chief Executive Officer of S&P Dow Jones Indices, in the press release statement.

The transaction is expected to close in the third quarter of 2025, subject to customary closing conditions and regulatory approvals. Financial terms were not disclosed.

S&P Dow Jones Indices is known for maintaining major market indicators including the S&P 500 and the Dow Jones Industrial Average. The company was advised by international law firm Ashurst LLP on the transaction.

The acquisition comes as wealth management firms increasingly seek data-driven solutions to assess portfolio performance and provide transparency to clients. With 12 analysts recently revising earnings estimates upward and a consensus recommendation trending positive according to InvestingPro data, S&P Global appears well-positioned for continued growth. For detailed valuation metrics and more exclusive insights, investors can access the comprehensive Pro Research Report, available on InvestingPro.

In other recent news, S&P Global introduced AI-ready metadata on its S&P Global Marketplace platform to enhance data accessibility for both human users and artificial intelligence systems. This metadata is designed to be machine-readable and vendor-neutral, supporting various tools and aiming to accelerate the use of AI and analytics applications. Additionally, S&P Global has partnered with Anthropic to integrate its financial data into Claude, Anthropic’s AI assistant, allowing financial professionals to access datasets through natural language queries. Meanwhile, Mizuho raised its price target for S&P Global to $591, citing a recovery in bond issuance and positive trends in the equity markets, which are expected to drive growth in the company’s Indices business. The firm also anticipates a slight acceleration in S&P Global’s Market Intelligence business due to stable retention rates. In a separate development, S&P Global downgraded Senegal’s credit rating to B- due to concerns about rising debt levels and increased external financing requirements. The company’s UK Construction PMI data indicated a slight easing in the construction industry downturn in June, with a return to growth in homebuilding, although commercial construction activity continued to decline.

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