Methodology & Statistics

The « Performance Watcher » indices are based on the data received daily from the platform participants.

IBO, founded in 2005, has developed a selection of portfolio performance, managed on a discretionary basis only, to provide these unique indicators of asset management reality from January 2010. The quality and validity of these indices are based on the proprietary calculation methodology developed over the years (elimination of extreme values, True Time Weighted Return, etc. ), the « due diligence » of portfolio management methods, the diversity and the amount of data accumulated. The indices may vary slightly over a two-month rolling period due to corrections of data received.

Current population on which the « Performance Watcher » indices are based:

  • CHF
  • EUR
  • USD
low risk
789 portfolios
1'346'845'741 CHF
mid risk
972 portfolios
3'263'509'945 CHF
high risk
275 portfolios
1'157'650'515 CHF
low risk
1665 portfolios
1'911'617'976 EUR
mid risk
1096 portfolios
2'572'727'877 EUR
high risk
284 portfolios
402'842'217 EUR
low risk
507 portfolios
2'401'473'085 USD
mid risk
447 portfolios
2'246'117'678 USD
high risk
154 portfolios
379'245'858 USD