Investor Trust

Creating confidence in investment management – All Eyes On Trust

Assurance on investment process, return and risk for investment managers and investors

Investment managers are facing various challenges in the current environment. Clients and stakeholders increasingly demand transparent presentation of investment returns and risks and assurance of the investment management process. Compliance with the Global Investment Performance Standards (GIPS®) has become a requirement of institutional investors selecting investment managers, and is also gaining increasing acceptance in private banking and alternative investments. Regulators are paying increasing attention to investment risk management and benchmarks used in financial products.

Our aim is to give managers, investors and regulators the confidence that investment risks and returns are managed, measured and reported effectively and transparently. We help build trust in the investment management process.

Institutional investors expect robust investment process and internal controls, compliance with the Global Investment Performance Standards (GIPS®), and transparency in performance and risk. We help clients take the trial and error out of investment process.

Dimitri SenikLeader Investor Trust Services, PwC Switzerland

What we do for clients

Our dedicated Swiss Investor Trust Services Team provides specialised assurance and advisory services to investment managers and investors in the following areas:

  • Compliance with the Global Investment Performance Standards (GIPS®)
  • Audits of investment performance track-records
  • Investment risk management
  • Performance-based fee models
  • Investment process and internal controls
  • Investment governance and controlling
  • Financial benchmark index administration 
  • Investment performance analysis
  • Investment reporting
  • Investment performance and risk training

Investment Performance Roundtables

We organise our Investment Performance Roundtable which is an independent forum for investment performance specialists in Switzerland for sharing experience and discussion of practical problems relating to investment performance and risk and which has been taking place on a regular basis since many years.

Register here


Building trust through GIPS® compliant performance reporting

Our experts help you implement the GIPS standards and provide independent verification of GIPS compliance.

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Reliable investment performance, risk measurement and reporting

Investment managers need to differentiate themselves by offering a high quality investment process, attractive investment products, secure internal control and risk management systems, and transparent reporting. Our experts help you address these challenges.

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Research and insights


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Contact us

Dimitri Senik

Dimitri Senik

Leader Investor Trust Services, PwC Switzerland

Tel: +41 79 686 83 62