See where you stand.
Turn your results into undeniable visual proof with the first community-based performance database.
Compare against 20,000 real portfolios
100% fees included & risk-adjusted
Swiss-grade anonymity & security
Confidence built on facts, not promises
In a sector built on human relationships but facing rising demands for hard evidence, Performance Watcher offers a unique approach: an impartial measurement framework based exclusively on real, anonymized, and comparable portfolios.
The risk of theoretical references
Traditional standards expose managers to risky choices:
Simulations: Unrealistic expectations and weakened client relationships
“Raw” indices without fees: Distorted perception of added value
“Cherry-picking”: Suspicion and diluted credibility
The Performance Watcher approach
An independent, neutral third party
By contributing anonymized data, you sharpen the precision of the benchmark:
Real portfolios: comparisons grounded in real-world market conditions
100% fees included: A homogenous universe and fair analysis
Your choice: Use it to monitor internally or to demonstrate your excellence externally
Make your value visible. Instantly.
Your clients do not need more data to trust you. They need more meaning. Turn technical analysis into an intuitive visual insight that highlights the quality of your management.
The Perfometer: Your Strategic Compass
Our technology does not “simplify” finance – it makes it readable. It converts thousands of comparison points into a single confidence indicator:
Visualisation of the risk/ return results
Rather than opposing technical depth and simplicity, the Perfometer offers a visual translation of your risk indicators. It allows clients to see the efficiency of your management at a glance, without ambiguity.
Objective contextualisation
Performance is no longer shown in isolation but positioned against market reality – your peers. This perspective helps rationalize client expectations and protects your work, especially in volatile periods.
A fact-based dialogue
Integrated into your reports or digital portal, this neutral indicator makes the conversation truly objective. It replaces the need for lengthy technical justification with a visual confirmation that your clients understand immediately.
A tailored answer for every actor in the value chain.
Supervision, proof, or integration: access the Performance Watcher environment designed for your specific challenges.
- CEO & Executive Management
- CIO & Portfolio Managers
- Relationship Managers
- Risk Managers
- Trustees & Fiduciaries
Pilor your true competitiveness
- Get objective proof that your investment decisions outperform your peers.
- Send a strong signal of transparency and innovation to your clients and to the market.
- Rely on a single source of truth (SSOT) to align your teams and eliminate internal debates.
Validate the excellence of your strategies.
- Compare your management to a universe of real competitors, not to theoretical or internal indices.
- Automate composite production and competitive analysis without additional hiring.
- Rely on a neutral reference to justify your results in investment and executive committees.
Secure client trust.
- Check at a glance whether the mandate is on track so you can dedicate meetings to advice rather than defence.
- Stop carrying the burden of proof alone: let a neutral standard certify the relevance of your work.
- Access immediate, fact-based arguments when clients challenge you with theoretical market indices.
Supervise with full independence.
- Verify that portfolios genuinely respect your clients’ risk profiles.
- Receive automatic alerts when a portfolio deviates from the risk limits of its category.
- Use a documented external reference to meet auditors’ and regulators’ expectations.
Take control of your fiduciary oversight.
- Verify that third-party managers strictly respect their mandates, supported by an independent trusted third party.
- Gain a unified and neutral view of performance and risk across multiple custodian banks.
- Demonstrate to beneficiaries that you actively supervise their assets using objective, well-documented information.
Neutrality guaranteed by our DNA.
🇨🇭 Swiss Tech
Performance Watcher is operated by IBO, an independent Swiss WealthTech company. We do not sell funds and we do not manage assets. We are exclusively dedicated to measuring performance.
100% independent
No capital links with banks or asset managers. Our business model relies solely on software licensing, ensuring there is no conflict of interest.
Banking roots
Born from the experience of Swiss portfolio managers, our company understands your confidentiality and compliance challenges (nLPD, GDPR, etc.).
Trusted third party
We act as a notary for your data. We collect, secure, and certify 100% anonymized data without ever exploiting it commercially.
Discover your true position versus the market
20 000+ anonymized portfolios | 70+ billion CHF | 1 common standard
Hosted in Swizerland
FINMA / nLPD compliant
Data anonymized at source