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A busy quarter for Performance Watcher!
Dear Performance Watcher community members, We are thrilled to present this newsletter edition, which marks an exciting turning point for our company. Since the beginning of the year, we have been working tirelessly to improve and expand our offerings, and we are proud to share the fruits of our efforts with you. The redesign of our website and graphic charter has been enthusiastically received by our community, and (…)
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Podcast Performance Watcher par Fintech Fair
Merci à Fintech Fair, podcast essentiel de la Fintech Suisse, de nous avoir invité pour parler de Performance Watcher, de son passé son présent et son avenir. Une heure très instructive si vous voulez vraiment tout savoir sur Performance Watcher, par son fondateur Nicholas Hoshcstadter et son CEO Eric Bissonnier. En voici un résumé.Merci à Fintech Fair, podcast essentiel de la Fintech Suisse, de nous avoir invité pour parler de Performance Watcher, de son passé son présent et son avenir. Une heure très instructive si vous voulez vraiment tout savoir sur Performance Watcher, par son fondateur Nicholas Hoshcstadter et son CEO Eric Bissonnier. En voici un résumé.
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Êtes-vous conforme à la nouvelle loi sur la protection des données ?
Vous pensiez avoir déjà fait le nécessaire au moment de l’entrée en vigueur de la RGPD ? Que neni. Pour être en conformité avec la nouvelle loi suisse sur la protection des données (nLPD) qui entre en vigueur en septembre 2023 et afin d’éviter une amande salée, il vous faudra encore faire quelques ajustements. La collecte de données, notamment des adresses e-mail, via les sites web est une pratique courante pour les entreprises de toutes tailles. Cependant, dès septembre, les entreprises devront être encore plus prudentes dans leur collecte de données personnelles. Cette nouvelle loi suisse renforce la protection des données personnelles des citoyens suisses, en alignant les normes helvétiques sur celles de l’Union européenne. Cela signifie notamment que les entreprises devront (…)
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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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