Performance Watcher adapts to your role so you can track, compare, and communicate portfolio results in the way that fits your own responsibilities best.
300
+
Professionals
20000
+
Portfolios
1
Single source of truth
CEO & Executive Board
Why they joined
- Get objective proof that their investment team’s choices are performing against their peers.
- Send a strong signal of transparency and innovation to their clients and the market.
- Rely on a Single Source of Truth (SSOT) to align all their teams and eliminate internal debates.
How they use Performance Watcher
- United ecosystem overview
Accessing absolute and relative performance data at a glance. - Perfometer
Instantly understanding the client’s competitive situation. - Composites
See the global performance of the internal strategies and mandates
”Performance Watcher clearly enhances the innovative image of our company.
Pierre-Yves FormazManaging Partner, FormInvest
CIO & Investment Managers
Why they joined
- Compare their management to a universe of real competitors, not theoretical or internal indices.
- Automate the production of composites and competitive analysis without increasing headcount.
- Rely on a neutral reference to justify their results during executive committees.
How they use Performance Watcher
- Peer analysis graph
Owning the strategy and results communication at the investment committee. - Composites
Viewing the global performance of the asset management team, tracking the consistency of the strategies and identifying the outliers. - Automated alerts
Quickly detecting performance or data consistency problems.
”On the one hand, the platform allows us to identify outliers in the portfolio groups at a glance, which gives us an easy way to see whether we need to adjust portfolios.
On the other hand, when working with clients, we can use the reports directly with them and have a performance discussion on a factual level.Christian LuchsingerChief Investment Officer, SoundCapital
Relationship Managers
Why they joined
- Validate the mandate’s alignment at a glance to dedicate the essential part of the meeting to advisory.
- Stop bearing the burden of proof alone and let a neutral standard certify the relevance of their work.
- Have immediate factual arguments ready for clients who challenge them with theoretical market indices.
- Transform portfolios from advisory to discretionary by comparing them with your internal strategies and mandates.
How they use Performance Watcher
- Perfometer
Complexity made simple. Getting an instant, visual understanding of the client’s situation. - Branded reports
Owning the conversation at client meetings, fully prepared with clear visuals. - Composites
Attract new clients by showcasing your unique investment signature.
”Performance Watcher offers a tool that is both intuitive and credible, because of its third-party nature. The ultimate effect, funnily enough, is that it enables discussions that are much more focused on those issues – not performance-related – that are of genuine value to clients and their families.
Amaury JordanPartner and Board Member, TriLake Partners
Risk Managers
Why they joined
- Verify that portfolios truly respect their clients’ risk profiles by monitoring real-life data.
- Be automatically notified if a portfolio deviates from the risk limits of its category.
- Use a documented external reference to meet auditor and regulator requirements.
How they use Performance Watcher
- Composites
Tracking portfolio outliers and analyzing how concentrated the portfolios are. - Volatility charts
Using annualized/rolling volatility to track that portfolios stay within their mandate. - Automated alerts
Being notified immediately if a portfolio deviates from its category limits.
”First of all, Performance Watcher allows us to ensure that our clients’ portfolios are well aligned with their risk profile. (…) Finally, it gives us visibility with the industry and potential investors.
Alexandre GulinoManaging Partner, Weisshorn Asset Management
Trustees & Fiduciaries
Why they joined
- Verify that third-party managers strictly respect mandates, relying on an independent trusted third party.
- Get a unified, neutral view of performance and risk across multiple custodian banks.
- Demonstrate to beneficiaries that they are actively supervising their assets with objective and documented information.
- Track the bank’s competitive positioning and ensure it remains an innovator rather than a follower in an increasingly transparent market.
- Leverage PW certification and its logo to publicly validate the quality of their management and send a strong signal of trust to prospective clients and shareholders.
How they use Performance Watcher
- Consolidated dashboard
Getting a consolidated view of portfolios across multiple custodians. - Overview & details
Challenging external asset managers with granular data. - Automated alerts
Being notified immediately if a portfolio deviates from its category limits.
Trusted by the leaders defining the new industry standard
