Would you like a simple and efficient tool for monitoring all managed portfolios on a daily basis ?
You can leverage the expertise of a high-performance IT tool to monitor the performance and risk for all the portfolios you manage. Ongoing control and a daily alert system highlight any anomaly due to relative deviation in performance and/or relative and absolute deviations in volatility. Your job is made easier and the quality of your results is higher.
Would you like to present audited performance to your increasingly demanding clients ?
Following recent events, notably the financial crisis of 2008 and attacks on bank secrecy, clients are becoming increasingly demanding and sensitive to the transparency of the services they receive. IBO brings you a simple and efficient solution to meet these new demands: an independent partner who can demonstrate the quality of your performance to your clients and prospects with total objectivity.
Would you like to ensure the quality of your internal performance ?
The regulatory environment surrounding wealth management gets tougher every day. FINMA wants to increase pressure with respect to formally tracking portfolios managed in a discretionary manner. IBO leverages a tool that enables you to efficiently track and compare internally your performance, adjusted to risk.
Would you like to stand out from the competition in an increasingly competitive environment ?
Thanks to its growth, IBO benefits from an increasingly rich database of discretionary portfolio management results achieved by numerous different financial service providers. This means that when you enter our group of professionals, you will be able to measure yourself anonymously (or not) with your peers.
