Performance Watcher
evaluate your wealth management by comparing

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".

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 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.

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 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.