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Performance Watcher Insights

See beyond the trends. Data-driven success stories and a look behind the scenes.

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Portfolio Alerts, Reimagined: Systematic Oversight for Every Mandate You ManageToolbox

Portfolio Alerts, Reimagined: Systematic Oversight for Every Mandate You Manage

Managing 300 portfolios is not the same as monitoring 300 portfolios. Dozens of mandates span…
April 29th, 20265 min Read More
Why CEP Chose Performance Watcher for Portfolio BenchmarkingUser Experience

Why CEP Chose Performance Watcher for Portfolio Benchmarking

At CEP, transparency and accountability are at the heart of portfolio management. In a recent…
April 1st, 20264 min Read More
Our First Users’ Club Breakfast in GenevaNews

Our First Users’ Club Breakfast in Geneva

On 24 March, we hosted our first Users' Club, a business breakfast in Geneva for…
March 26th, 20264 min Read More
How Spring Equity Stays on Track with Daily DataUser Experience

How Spring Equity Stays on Track with Daily Data

Spring Equity Partners is an advisory‑only private investment office focused on long‑term, multi‑asset portfolios. We…
February 19th, 20262 min Read More
How SoundCapital turned data into client trustUser Experience

How SoundCapital turned data into client trust

SoundCapital is an independent asset manager with a strong presence across Switzerland, serving both private…
January 26th, 20264 min Read More
Measuring to Manage: HBS’s Approach to Performance and RiskUser Experience

Measuring to Manage: HBS’s Approach to Performance and Risk

HBS is an independent multi-family office with offices in Geneva and Dubai, supporting wealthy families…
December 19th, 20253 min Read More
Interview Pierre-Yves Formaz, Founder and CIO · FormInvest User Experience

Interview Pierre-Yves Formaz, Founder and CIO · FormInvest 

Pierre-Yves Formaz shares how Performance Watcher has transformed client relationships and portfolio management at Forminvest.…
January 29th, 20253 min Read More
Building a bridge between Systematic and Qualitative InvestmentNews

Building a bridge between Systematic and Qualitative Investment

A notable development in the investment landscape is the increasing adoption of a systematic or…
March 27th, 20246 min Read More
Hassle-free Composite Benchmarks by Performance WatcherNews

Hassle-free Composite Benchmarks by Performance Watcher

Are you tired of wrestling with daily feeds in Excel? Fed up with exorbitant charges…
March 27th, 20243 min Read More
The all-important Performance Watcher Indices are now available exclusively via a licenceNews

The all-important Performance Watcher Indices are now available exclusively via a licence

Use your existing tools and integrate the renowned Performance Watcher Indices in your internal or…
March 27th, 20241 min Read More
Exclusive Insights: The four keys to evaluating portfolio performance.News

Exclusive Insights: The four keys to evaluating portfolio performance.

Investing is more than just choosing assets; it's about monitoring performance to ensure that your…
March 22nd, 202410 min Read More
A busy quarter for Performance Watcher!News

A busy quarter for Performance Watcher!

Dear Performance Watcher community members, We are thrilled to present this newsletter edition, which marks…
April 6th, 20232 min Read More
Performance Watcher more than ever at your side in 2023!News

Performance Watcher more than ever at your side in 2023!

Performance Watcher wishes you a prosperous new year, 2023. As far as performance and risk…
February 20th, 20233 min Read More
The PW Index CompositeToolbox

The PW Index Composite

The bespoke composite framework in Performance Watcher aims to simplify defining, rebalancing and computing index…
February 20th, 20234 min Read More
Performance Watcher adapts its professional license scheme to client needsNews

Performance Watcher adapts its professional license scheme to client needs

IBO is constantly adapting Performance Watcher to the community’s needs, and the structure of our…
February 20th, 20232 min Read More