Performance Watcher by IBO
Performance Watcher is a network platform that measures and analyses portfolio management in terms of performance and risks, both on an individual basis and by group or category.
For companies or managers
Asset managers can use this tool to verify that their clients' portfolio risk continues to match the risk profiles agreed between them.
Performance Watcher shows an individual portfolio's position in the risk-return universe, while providing general information on all the managed files. The system can therefore be used to monitor the universe of managed accounts and promptly identify any divergences from a specified strategy. In addition to its purely managerial aspects, the tool is also useful in risk monitoring; it can serve as an aid to company risk managers to enable them to rapidly validate their checks and identify specific problems.
For the financial community
Managed portfolios are classified by currency and by risk category. The platform is created by the community, and shows the portfolio performances, anonymously, in the risk-return universe. For each risk category, the performance of all the portfolios denominated in the same currency is obtained using an index. This index is the overall management performance, net of all platform participants' fees. Each participant thus knows their own performance and their position within the group.
Terms and conditions for ASG members
As an active member of ASG, you can access Performance Watcher under the following favourable conditions:
- 1 "standard" licence offered per company (price per annum: CHF 1,200)
- Profile monitoring alerts offered (price per annum: CHF 488/50 portfolios; CHF 962/100 portfolios)
The following banks and partners interface with Performance Watcher: Banque Cantonale Vaudoise (BCV), Banque Les Fils Dreyfus & Cie SA, Banque Lombard Odier & Cie SA, Banque Pictet & Cie SA, Banque J. Safra Sarasin SA, EFG International, Gonet & Cie SA, Gonet Bank & Trust Limited, Graubündner Kantonalbank (GKB), LLB - Liechtensteinische Landesbank AG, Mirabaud & Cie SA, Pictet & Cie (Europe) SA – Luxembourg, Piguet Galland & Cie SA, St.Galler Kantonalbank (SGKB), Allocare AG, Avaloq AG, DAPM - Dynamic Assets & Performance Monitoring SA, Expersoft Systems AG, Finamic Services SA, Teamwork Management SA, Siroc SA, vwd group Switzerland AG (notwithstanding the fact that only the list on the Performance Watcher website is authoritative).
An up-to-date list of participants and all other useful information is available on the Performance Watcher website