Ecosystem

The Ecosystem is the core organisational unit in Performance Watcher. It defines the boundaries of data, access, and operations for each participating entity—be it a bank, IAM, family office, or institutional manager. All instruments, users, dashboards, and analytics operate within the secure confines of an ecosystem.

In simple terms, the ecosystem is your private data vault, governance space, and analytical sandbox on the platform.

Purpose

  • To isolate and manage all relevant portfolios, users, benchmarks, and analyses within a single, secure environment.

  • To allow complete operational autonomy and confidentiality.

  • To enable clean, compliant peer comparisons and reporting within a clearly scoped universe.

What an Ecosystem Contains

  1. Portfolios

    • Daily-updated (NAV, inflows, outflows)

    • Discretionary, advisory, or other

    • Include declared risk, currency, mandate type

    • Can include RM, PM, declared Investment Cluster

  2. Composites

    • Automatically or manually built

    • Used for benchmarking, peer comparisons, or internal supervision

  3. Indices

    • Assigned PW indices (e.g., PWI, PWI+) or internal references

  4. Funds (optional)

    • Used as external comparators for analyses

  5. Users

    • Assigned roles and scopes within the ecosystem (admin, RM, CIO, etc.)

Characteristics

  • Strict Data Isolation: No data is shared across ecosystems unless explicitly published.

  • Clean Construction: Portfolios are anonymised and standardised, ensuring compatibility across the platform.

  • Permissioned Access: Only authorised users within an ecosystem can access its data and tools.

  • Hierarchical Flexibility: Supports a variety of structures—from a single independent asset manager to complex multi-entity setups.

Umbrella Ecosystems

Performance Watcher also supports umbrella ecosystems, designed to consolidate visibility across multiple client ecosystems without commingling data.

Use Case: Delegated Oversight or Compliance

  • A compliance consultant, outsourced risk officer, or external CIO may be granted access rights to multiple independent ecosystems.

  • These client companies (the “target ecosystems”) remain fully segregated, and no data is ever blended or transferred between them.

  • The umbrella ecosystem enables the delegate to:

    • Access each ecosystem separately for targeted review

    • View consolidated reports across ecosystems for group-wide risk, performance, or governance insights

Benefits

  • Ensures full data sovereignty for each client

  • Empowers third-party advisors or regulators to conduct oversight with ease

  • Supports multi-entity comparisons and summaries while preserving clean boundaries