Performance Watcher
uniting around performance investors who share the same values

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.

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.

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.

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.

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.

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.

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.

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.