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%

A powerful and intuitive solution for tracking performance
and risk

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Features

Participate

You contribute to the platform by contributing the value of your anonymised investment portfolios.

Performance Watcher calculates daily performance from the automated connection.

The import platform accepts data from many banks, aggregators and management systems (PMS).

Compare

You define the risk level of each portfolio.

By doing so, you can compare portfolios with the same reference currency and risk level.

Thanks to our normalisation and “weather“ methodology, your portfolios are comparable to the community.

Your internal composites are automatically generated and available for comparison.

Follow

Predefined alert system on risk and return deviations.

Data quality alerts.

Dynamic monitoring of risk and relative performance of your accounts over varying time horizons.

Monitoring the quality of performance in comparison to your peers.

Communicate

Ability to showcase the quality of your investment management with the community.

Reach out to investment management, risk and compliance specialists.

Ability to contextualise your investment management performance with the reality of managed portfolios.

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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

Would you like to test with your own performance data?

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Key figures

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

Depository banks and other connected systems

Performance Watcher Ready (PW Ready) banks and portfolio management systems (PMS) provide approved automated daily connections with our database. In addition, PW Ready platforms comply with our anonymity requirements, ensuring encrypted data links for your portfolios.

Banks

  • Banque Cantonale Vaudoise (BCV)
  • Banque Cramer & Cie SA
  • Banque Heritage SA
  • Banque J. Safra Sarasin SA
  • Banque Les Fils Dreyfus & Cie SA
  • Banque Lombard Odier & Cie SA
  • Banque Pictet & Cie SA
  • Banque Vontobel SA
  • BNP Paribas
  • Bordier & Cie SCmA
  • EFG International
  • Gonet & Cie SA
  • Gonet Bank & Trust Limited
  • Graubündner Kantonalbank (GKB)
  • LGT Bank AG
  • LLB - Liechtensteinische Landesbank AG
  • MBaer Merchant Bank AG
  • Mirabaud & Cie SA
  • Piguet Galland & Cie SA
  • St.Galler Kantonalbank (SGKB)
  • VP Bank Group
  • Zürcher Kantonalbank (ZKB)

Other

  • Allocare AG
  • Assetmax AG
  • ASSL
  • Avaloq AG
  • CAPAnalysis SA
  • DAPM SA
  • Expersoft Systems AG
  • Finamic Services SA
  • Finlight
  • Fundo SA
  • Siroc SA
  • Suisse Tech Partners SA
  • TeamWork Management SA
  • The Key SA
  • Unigestion SA
  • vwd group Switzerland AG

Professional licenses

Additional licenses

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Private investor licenses

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