Performance Watcher
evaluate your wealth management by comparing

Interfacing with Performance Watcher enables the lemania-pension hub platform to guarantee the independence of the performance analysis of the investment funds selected for the collective asset management of pension savings and to digitise its operational processes related to investment governance end to end. This strategic collaboration thus contributes to strengthening transparency in institutional management, a fundamental element in maintaining confidence in the financing of our pension benefits.

I came to hear of Performance Watcher during a presentation we had organised for the Alliance of Swiss Wealth Managers on the topic of transparency in performance reporting. I had long been interested in finding an instrument that would help our clients better understand how Avalor is working to achieve their performance goals. Performance Watcher offers such a tool, one that is both intuitive and credible, because of its third-party nature. The ultimate effect, funnily enough, is that it enables discussions that are much more focused on those issues – not performance-related – that are of genuine value to clients and their families.

At Consilia, we use Performance Watcher to efficiently monitor our clients risk-adjusted returns. The Performance Watcher metrics allow a convenient comparison of portfolios with the same risk profile and thus keeps the asset managers accountable. Additionally, the alerts keep us informed at all times and the information provided by Performance Watcher supplement our in-depth analytics.

We have been proud supporters and enthusiastic users of Performance Watcher, since its founding. The platform’s seamless integration into our daily workflow and its ability to monitor both performance and risk – set out along clearly-defined clusters we are able to define in collaboration with the company – are vital components in the quality and scalability of our everyday work.

Functional and precise, PW connects a community of investors. We appreciate the alert service that allows us to keep an eye on a large number of portfolios and to act in advance of shocks. This platform is a valuable tool that we like to use with customers.

Joining Performance Watcher from the very beginning, gave us the necessary impetus to develop our investment advice, thus ensuring our customers a performance management that is in complete transparency to market players. The use of PW greatly facilitates interactions with our customers, drastically increases their loyalty to us, and immensely fosters the realization of additional business.

The solution that allows me at a glance to view all the portfolios under our supervision and compare them with others with the same "risk profile".

Using Performance Watcher helps us to ask ourselves the right questions when it comes to our investment strategies and their comparison with our competitors. Our clients appreciate the transparence and related open mindset.

As head of investments at VCT Vector Gestion, I am also responsible for controlling the risk of client portfolios under mandate. For this, the use of Performance Watcher is indispensable to me. Since 2014, we have been working with IBO to our complete satisfaction. Benchmarking performance within the same risk budget universe also allows us to ensure the quality of our management. I frequently use the tools made available by Performance Watcher for discussions both at the investment committee level and with the managers.

As part of the Family Office Services’ supervision, we are committed to use the most accurate and performing tools on the market. Performance Watcher is a simple tool but that does not mean simplistic. It allows us to have a different global vision, in a format and presentation intelligible to all. We use it like a skyline indicator in an aircraft cockpit, we are always in control of our flight thanks to all of our instruments but regularly keep a close eye on the gauge, or if you prefer the Perfometer.

We consider Performance Watcher as an innovative platform that meets the need of our customers in terms of transparency and performance benchmarking. Performance Watcher provides simple and understandable answers to the question of what risk has been taken to achieve the performance and how it is compared to the others. The platform perfectly meets our investment principles: modern, simple, reliable and responsible.

Performance Watcher enables us to materialize through a playful and educational tool our risk budget management approach in a transparent and factual way with our clients. Risk management has always been a full integrated investment tool into our portfo-lio building process. This is why we fully adhere to the spirit of Performance Watcher and consider it as an innovative tool that allows us to assess the quality of the performance of our portfolios by comparing it to the same level of risk of our competitors. We are plea-sed to contribute to the success of this unique platform.

Unlike other tools on the market PW is practical, functional and affordable while allowing an up to date and clear overview of the risk/performance. As a trust company, we have three main objectives in terms of investment performance monitoring. The first one is to ensure that the risk profile is in line with what has been agreed and approved. The second is to compare our portfolios return not only with a benchmark (not always representative) but with other comparable real portfolios. And last but not least, have the ability to monitor our portfolios whenever required (i.e. in distressed market circumstances). In my opinion, PW ticks all these boxes and is also able to provide an additional level of monitoring (alerts, more sophisticated reports) if needed. In a world that tends towards complete transparency and instant results, PW is ahead of its time.

We consider Performance Watcher as a way to manage risk and follow our results compared to peers. Last but not least to be ready for the next evolution of client’s demand for transparency and performance.

Performance Watcher is the benchmark for us when it comes to performance com-parison, and by mastering this information Performance Watcher help us constant-ly innovate in order to always guarantee excellence in performance for our custom-ers. The model is simple, useful, relevant above all precursor of his time to become a standard tomorrow.

For us, Performance Watcher is first and foremost a portfolio control tool. The tool is clear, factual and inexpensive. Its dashboard with pictograms as well as alerts allow quick action and save precious time in the controls. Time, which we can then use to focus on what we like to do: investment.

In this day and age, transparency must be at the heart of every portfolio manager's concerns. Performance Watcher allows us to achieve 3 primary objectives. First of all, it allows us to ensure that our clients' portfolios are well aligned with their risk profile. Second, it allows us to measure ourselves against other portfolio managers who face constraints that are relatively similar to ours. Finally, it gives us visibility with the industry and potential investors. We encourage the company to continue to develop the tool so that more and more managers adhere to it.

Thanks to Performance Watcher, customers have a sense of transparency in an industry which was historically very opaque, both in terms of costs and perfor-mance. Furthermore, their approach gives all the managers, regardless their size, the opportunity to defend their work on an equal footing.

We were one of the first two banks to make the evaluation of their accounts via Performance Watcher accessible to any client who so desired, convinced from the outset that portfolio comparisons, made in a constructive, rigorous and independent manner, strengthen the capital of trust that unites us with the client. Beyond that, this tool puts performance back at the center of the game and contributes significantly to the necessary transparency movement accelerated by digitalization.

Performance Watcher not only helps comparing performances of privately managed portfolios but also puts it into perspective with the risks taken to achieve such performance. It is a very strong tool with powerful functions but easy to understand results. We believe that Performance Watcher offers portfolio managers a tool to further provide transparency to end clients. Being able to compare risk-adjusted performances within different risk budgets also make Performance Watcher a powerful tool for risk control reviews.

Performance Watcher is extremely useful for performance monitoring. Firstly, returns are always linked to risks, allowing apples-with-apples and oranges-with-oranges comparisons. Secondly, it gives transparency on wealth management accounts, hence allowing a fair assessment of our performances against the competition. Finally, the return-risk profiles are displayed in several convenient ways, making performance measurement and presentation easy and informative. I’d like to thank Nicholas and his team for all the enthusiasm and hard work they assure each day.

We use Performance Watcher for all accounts managed by CAPITALIUM, and this since the launch of the company. We make this tool available to our clients so that they can measure, monitor and compare the performance obtained, no longer against theoretical indices, but against real portfolios of other clients managed by the competition.