Understand objectively the competitiveness of management
Identify risk deviations for a universe of accounts
Preparing for discussions with managers
Demonstrate the quality of your monitoring to the beneficial owners
Performance Watcher is a participatory network that makes it easy to compare, track and communicate investment results.
Participate in the community with your own data in complete anonymity
Compare and evaluate in an interactive, modern and safe way
Monitor results on a daily basis and be alerted in time
Communicating effectively and cost-efficiently
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:
Interfacing with Performance Watcher enables the lemania-pension hub platform to guarantee the independence of the performance analysis of the investment funds selected for the collective asset management of pension savings and to digitise its operational processes related to investment governance end to end. This strategic collaboration thus contributes to strengthening transparency in institutional management, a fundamental element in maintaining confidence in the financing of our pension benefits.
The solution that allows me at a glance to view all the portfolios under our supervision and compare them with others with the same "risk profile".
Unlike other tools on the market PW is practical, functional and affordable while allowing an up to date and clear overview of the risk/performance. As a trust company, we have three main objectives in terms of investment performance monitoring. The first one is to ensure that the risk profile is in line with what has been agreed and approved. The second is to compare our portfolios return not only with a benchmark (not always representative) but with other comparable real portfolios. And last but not least, have the ability to monitor our portfolios whenever required (i.e. in distressed market circumstances). In my opinion, PW ticks all these boxes and is also able to provide an additional level of monitoring (alerts, more sophisticated reports) if needed. In a world that tends towards complete transparency and instant results, PW is ahead of its time.
Functional and precise, PW connects a community of investors. We appreciate the alert service that allows us to keep an eye on a large number of portfolios and to act in advance of shocks. This platform is a valuable tool that we like to use with customers.
At Consilia, we use Performance Watcher to efficiently monitor our clients risk-adjusted returns. The Performance Watcher metrics allow a convenient comparison of portfolios with the same risk profile and thus keeps the asset managers accountable. Additionally, the alerts keep us informed at all times and the information provided by Performance Watcher supplement our in-depth analytics.
