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BRISBANE, Australia, Jan. 19, 2023 /PRNewswire/ Principal Asset ManagementSM has partnered with Jacobi Inc., a global investment technology provider, to scale its fintech-enabled model portfolio offering powered by multi-asset risk analytics and market leading client engagement technology. With a strong focus on digital transformation, Principal is empowering advisors with analytics and tools enabling them to ultimately better serve their end clients. Jacobi's cloud-native technology will provide Principal with a configurable platform enabling more meaningful analysis of portfolios by delivering bespoke, forward-looking and historical analytics in a fully integrated visual environment. Storytelling is central to the investment process and Jacobi's storyboard and reporting technology supports in-depth analysis of risk and return within a portfolio and the process of communicating its impact on portfolio objectives. Mike Casciano, Head of Model Strategy at Principal Asset Manag ....
LONDON, Jan. 19, 2023 /PRNewswire/ Principal Asset ManagementSM has partnered with Jacobi Inc., a global investment technology provider, to scale its fintech-enabled model portfolio offering ....
/PRNewswire/ Principal Asset ManagementSM has partnered with Jacobi Inc., a global investment technology provider, to scale its fintech-enabled model. ....
/PRNewswire/ Principal Asset ManagementSM has partnered with Jacobi Inc., a global investment technology provider, to scale its fintech-enabled model. ....
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