Success Story

Performance Attribution for Swisscanto

The Client

Swisscanto - a joint venture and asset manager of the Swiss Cantonal Banks - is a proven specialist providing high quality investment and pension solutions to suit the requirements of private investors, companies and institutions. In Switzerland, Swisscanto is a leading private investment fund provider, asset manager and provider of occupational and private pensions solutions. For its performance as a fund provider, Swisscanto is regularly recognized for excellence by leading national and international rating agencies. 

The Project

Since December 2011, Swisscanto has been using the managed service from IDS GmbH - Analysis and Reporting Services (IDS) for transaction-based attribution analysis of roughly 50 portfolios. The service provided by IDS encompasses data acquisition and enrichment, as well as monthly analysis, and includes production of professionally tailored reports featuring the Swisscanto corporate design.

The Success

The ability to meet the challanges in the context of transaction-based performance attribution such as quality-controlled data management, production scalability, reportiung flexibility and professional layout made IDS the first choice for Swisscanto.


Swisscanto benefits from:

  • rapid (within 6 months) and individual adoption of the service to account for new strategies and investment concepts on-the-fly
  • continual improvement and expansion of operational processes in joint cooperation with IDS
  • flexible decision between attribution methods, analysis intervals and depth
  • seamless integration into daily workflows
  • freed up resources for other functions within the company
  • a transparent and very competitive fee model.