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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 go, we shall look forward to a better year than 2022, fraught caught between a rates regime change and a war in Europe. While Performance Watcher cannot predict the future, we can certainly help understand the past and put it in context. As an asset owner or fiduciary, you can discuss…
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The PW Index Composite
The bespoke composite framework in Performance Watcher aims to simplify defining, rebalancing and computing index allocations, making them available for use in platform analytics and internal reporting. After agreeing on the asset allocation at an appropriately granular level, as well as underlying indices and terms and conditions, we generate a backtest and start the daily flow. Since it is integrated into Performance Watcher, the indices are…
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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 professional licences is no exception. To better reflects differing needs and functions within an investment firm, we have changed our licensing scheme. Although the cost is generally unchanged, we have simplified its structure. Maintaining your…
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When innovative solutions create value
FormInvest AG is an independent asset manager established in 2012 and based in Zurich. We provide discretionary and advisory mandates to High and Ultra-High Net Worth Individuals, as well as corporate clients, mainly based in the Middle East. Our goal is to help wealthy investors master their entire range of financial challenges. We are committed to understanding our clients’ personal situation, searching for the best solutions, and providing them, their family, and their businesses with the highest level of personal attention and confidentiality. Growing our clients’ wealth in a wise and responsible manner is our main concern. Together…
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