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
Portfolios
Amount
Portfolios
Amount
Portfolios
Amount
Low Risk
641
1'054'349'258
1584
1'793'328'341
453
2'278'176'545
Mid Risk
757
1'076'177'200
942
2'106'240'058
340
1'476'050'443
High Risk
203
463'899'615
261
307'177'098
123
301'980'469