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
756 portfolios
1'059'070'835 CHF
mid risk
931 portfolios
2'508'270'968 CHF
high risk
276 portfolios
756'107'266 CHF
low risk
1657 portfolios
2'024'361'657 EUR
mid risk
1074 portfolios
2'663'996'819 EUR
high risk
287 portfolios
430'358'962 EUR
low risk
478 portfolios
2'523'128'534 USD
mid risk
423 portfolios
2'188'844'343 USD
high risk
146 portfolios
489'191'478 USD