Jacobi Inc partners with Principal Asset Management℠ to digitize and scale its portfolio of fintech-powered models

SAN FRANCISCO, 19 January 2023 /CNW/ — Principal Asset ManagementSm has partnered with Jacobi Inc., a global provider of investment technology, to expand its portfolio of fintech-powered models powered by cross-asset risk analysis and cutting-edge client engagement technology.

With a strong focus on digital transformation, PrincipalMD empowers advisors with analytics tools that enable them to better serve their end clients. Jacobi’s cloud-native technology will provide Principal with a configurable platform for more meaningful portfolio analysis by offering historical, forward-looking and custom analytics in a fully integrated visual environment. Storytelling is at the heart of the investment process, and Jacobi’s storyboarding and reporting technology supports an in-depth analysis of risk and return in a portfolio, as well as the process of communicating its impact on the portfolio’s objectives.

Mike Casciano, head of model strategy at Principal Asset Management, Explain :

“Working with Jacobi to create proprietary multi-asset risk analytics will make it easier for advisors to understand how model portfolios will perform under different market conditions. We are excited to offer advisors access to personalized historical and prospective analysis.”

Here is the statement from Tony Mackenzie, CEO of Jacobi :

“It is fantastic to work with such a reputable asset manager. This partnership with Principal will help the firm deliver superior analytics and engagement tools to its investment teams and advisors, ultimately driving better end-client outcomes. Not surprisingly, our technology is in high demand due to investment firms’ increased need to extend and connect investment processes and increase the quality of engagement with clients. . Jacobi has a global presence and a strong pipeline, and further business wins will be announced later this year.”

About Jacobi

Jacobi Inc. is a global provider of investment technology that simplifies multi-asset investment processes and enables portfolio design, analytics and client engagement. Its unique “open architecture” platform allows users to customize the platform by integrating their own codes, models, data, analytics and applications.

Founded in 2014, Jacobi provides its technology to leading investors worldwide, including some of the world’s leading asset and wealth managers, pension funds, asset owners and investment advisors.

About Principal Asset ManagementSm

With public and private market opportunities across all asset classes, Principal Asset ManagementSm and its investment specialists look at wealth management from a different perspective and create solutions that help achieve clients’ investment goals. By applying local knowledge to global insight, Principal Asset Management identifies distinct and attractive investment opportunities for more than 1,100 institutional clients in more than 80 markets.[1]

Principal Asset Management is Principal Financial Group’s global investment solutions businessMD (Nasdaq: PFG), which manages $484.6 billion in assets[1] and which has been recognized as the “ideal place to work in financial management[2] for 11 consecutive years. To find out more, see www.PrincipalAM.com.

[1] 30 September 2022.
[2] Pensions&Investments, “The Best Places to Work in Money Management”, 12 December 2022.

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SOURCE Jacobi Inc.

For further information: For further information please contact: Elena Anisimova, Vice President, Sales, North America, Jacobi [email protected]+1 2404761735


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