What made you subscribe to Performance Watcher?
When we discovered Performance Watcher, we were impressed by the simplicity of the tool and immediately subscribed to the service. We firmly believe in the added value of Performance Watcher, as it offers a comprehensive view of our portfolios by focusing on both risk and return.
Its ability to deliver transparent and easy to understand comparisons has proved invaluable in our day-to-day operations. These features are key to understanding how a portfolio is performing relative to others and whether the strategy is meeting its expected objectives.”
Why is it important for you to be present on the Performance Watcher platform today?
“Our presence on the Performance Watcher platform is crucial as it aligns perfectly with our commitment to transparency, performance optimization, and informed decision-making.
The platform enables us to showcase the strength of our risk-adjusted returns and provides a clear view of how our portfolios compare to others in real time. This transparency not only helps build genuine trust with our clients but also serves as a benchmark to ensure our strategies remain effective in a competitive environment.”
By participating in Performance Watcher, we are strengthening our positioning as a forward-thinking organization that uses advanced tools to consistently create value.”
Pierre-Yves Formaz, Founder and CIO · FormInvest
How do you use Performance Watcher in your client relationships?
“Performance Watcher has become an indispensable tool in our interactions with clients. We use it in most of our client meetings. It allows us to transparently compare a portfolio’s performance with that of peers who follow similar strategies.
The various insights it offers help clients better understand their portfolios. By highlighting relative performance, the tool fosters trust and identifies opportunities, making it a cornerstone of our approach to client relationships.”
Has performance become a more important criterion for your clients over time?
“Performance has become increasingly important for many clients, although the level of importance varies based on individual objectives, time horizons, and the client’s level of involvement and awareness.
While performance is growing in importance, especially among younger generations, it is crucial to recognize that clients also value other aspects of wealth management, such as personalized advice, transparency, and responsiveness.
Portfolio managers must adapt to the evolving needs of their clients, demonstrating a deep understanding of their priorities. Additionally, they should emphasize the broader value they provide as independent managers, which often goes well beyond just portfolio management.”
About Pierre-Yves Formaz: Founder and Chief Investment Officer of FormInvest, he embodies a modern and innovative approach to discretionary investment management. Prior to founding FormInvest in 2012, he spent over 20 years at UBS, advising HNWI and UHNWI clients primarily in the Middle East, and developing tailored solutions to meet their specific needs. Dedicated and forward-thinking, he stands out for his focus on transparency and excellence in client relationship management.