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

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

With a strong focus on digital transformation, PrincipalMD equips advisors with analytics tools 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 analysis in a fully integrated visual environment. Storytelling is at the heart of the investment process, and Jacobi’s storyboarding and reporting technology supports the in-depth analysis of risk and return within 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, To explain :

“Working with Jacobi to create proprietary risk analysis for multiple assets will make it easier for consultants 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’s great to work with such a respected wealth manager. This partnership with Principal will help the firm provide its investment teams and advisors with superior analysis and engagement tools, ultimately driving better end client outcomes. Not surprisingly, our technology is in high demand as investment firms increasingly need to extend and connect investment processes and improve the quality of collaboration with clients. Jacobi has a global footprint and a strong pipeline, with more deals to be announced later this year.”

About Jacobi

Jacobi Inc. is a global investment technology provider 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 code, models, data, analytics and applications.

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

About Principal Asset ManagementSM

With skills in the public and private markets across all asset classes, Principal Asset ManagementSM and its investment professionals take a different perspective on wealth management, creating solutions that help achieve clients’ investment goals. By applying local insights to global insights, Principal Asset Management identifies diverse and attractive investment opportunities for more than 1,100 institutional clients in more than 80 markets.[1]

Principal Asset Management is the global investment solutions business of Principal Financial Groupmd (Nasdaq: PFG), which has $484.6 billion in assets under management[1] and which has been recognized as an “ideal place to work in financial management”.[2] 11 years in a row. For more information, see www.PrincipalAM.com.

[1] Status 09/30/2022.
[2] Pensions&Investments, The Best Places to Work in Money Management, December 12, 2022.

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SOURCE Jacobi Inc.

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


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