PW indices performances PW Indices from 31.12.2022 to 28.05.2023
  • CHF - Low risk : 1.29%
  • CHF - Mid risk : 2.54%
  • CHF - High risk : 3.45%
  • EUR - Low risk : 1.94%
  • EUR - Mid risk : 3.33%
  • EUR - High risk : 4.12%
  • USD - Low risk : 2.44%
  • USD - Mid risk : 3.54%
  • USD - High risk : 4.59%
  • GBP - Low risk : 0.69%
  • GBP - Mid risk : 1.32%
  • GBP - High risk : 0.64%

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To provide everyone with transparency on the quality of the performance of the portfolios managed, in a secure, simple and relevant manner, and in total independence.

Performance Watcher is a participatory network that makes it easy to compare, track and communicate investment results.

Equity
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Portfolio performance measurement available to all.
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Trust
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You share, we protect your data and provide you with reliable indices
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Innovation
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Innovating to help you progress
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Independence
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Independent to provide you with an objective measure

Who is Performance Watcher for?

Professionals who manage
  • Banks
  • Self-employed managers
  • Private clients
  • Family offices
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Professionals who delegate
  • Private clients
  • Trustees
  • Family offices
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Private investors
  • Employees
  • Retirees
  • Entrepreneurs
  • Rentiers
  • Self investors
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Financial consultants
  • Banking consultants
  • Retirement coaches
  • Compliance officers
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Banking application providers
  • Portfolio Management Systems (PMS)
  • Data aggregators
  • Banking systems
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Disseminators of financial information
  • Journalists
  • Bloggers
  • Influencers
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They have already joined the community

  • From 2014
  • From 2016
  • From 2016
  • From 2016
  • From 2016
  • From 2016

A powerful and intuitive solution for tracking performance and risk

Discover the solution

Test our perfometer

The Perfometer is the heart of Performance Watcher's analysis tools. Thanks to its simplicity and precision, it allows you to instantly compare the competitiveness of the portfolio under analysis. Without jargon, an explicit and simple-to-understand weather pictogram, gives you the information you need to make your assessment.

For example here, for the last three months, with three anonymised investment funds, very popular in Switzerland:

  • FUND 1 - CHF - Mid Risk
  • FUND 2 - CHF - Mid Risk
  • FUND 3 - CHF - Mid Risk
-0.30
5.38
0.18
4.82
1.75
5.96

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Key figures

23'922
portfolios
52.98 billions
of total assets in CHF
1'278
users

Benefits and added value

Transparency Factual, efficient, quantitative
Data processing Simple, anonymous, secure
Independence Neutral

In the press

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15.01.2023
Un client de la gestion de fortune suisse a perdu 15% en moyenne l’an dernier

Les performances observées sur les comptes gérés en Suisse ont varié entre -5% et -22%, selon un échantillon de 3000 comptes. Les gérants plus réactifs ou plus sophistiqués ont pu limiter les dégâts. Sébastien Ruche

Read the article See the PDF article
18.10.2022
Shining A Light On Risk, Returns With Performance Watcher

We talk to Performance Watcher by IBO, a Swiss organisation that uses an open-source model to collect and spread data to its network on how well, or not, investment portfolios perform when set against their agreed risk tolerances. It's a field of intense concern in today's volatile markets.

See the PDF article