Latest Breaking News On - Orward looking and historical analytics ina fully integrated visual environment storytelling is central to the investment process jacobi 39s storyboard reporting technology supports in depth analysis of risk return withina portfolio communicating its impact on objectives mike casciano - Page 1 : comparemela.com
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