Transparency, Transparency, Transparency in portfolio performance.

Item request has been placed! ×
Item request cannot be made. ×
loading   Processing Request
Read More Add to Saved list
  • Additional Information
    • Subject Terms:
      SWITZERLAND; UNITED States
    • Abstract:
      The article highlights the significance of transparency in portfolio performance demonstrated by the free mobile app Performance Watcher. It mentions the failure of the wealth technology (wealthtech) market in the U.S. to take into account actual risk-adjusted performance in rating portfolios. The app is being used by clients of two Swiss banks to monitor such performance on a daily basis. It emphasizes the need for wealth managers to offer full performance transparency to clients.