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
649 portfolios
1'150'599'009 CHF
mid risk
782 portfolios
1'213'111'421 CHF
high risk
214 portfolios
558'226'708 CHF
low risk
1601 portfolios
1'970'391'211 EUR
mid risk
961 portfolios
2'301'050'784 EUR
high risk
265 portfolios
410'213'182 EUR
low risk
451 portfolios
2'300'294'675 USD
mid risk
375 portfolios
1'816'407'812 USD
high risk
140 portfolios
468'516'642 USD