{"id":56616,"date":"2024-06-26T00:03:39","date_gmt":"2024-06-26T00:03:39","guid":{"rendered":"https:\/\/english.saigonbiz.com.vn\/2024\/06\/26\/jacobi-releases-model-portfolio-tech-to-help-investment-firms-capitalise-on-booming-opportunity\/"},"modified":"2024-06-26T00:03:39","modified_gmt":"2024-06-26T00:03:39","slug":"jacobi-releases-model-portfolio-tech-to-help-investment-firms-capitalise-on-booming-opportunity","status":"publish","type":"post","link":"https:\/\/english.saigonbiz.com\/vn\/jacobi-releases-model-portfolio-tech-to-help-investment-firms-capitalise-on-booming-opportunity\/","title":{"rendered":"Jacobi releases Model Portfolio Tech to help investment firms capitalise on booming opportunity"},"content":{"rendered":"<div>\n<table name=\"logo_release\" border=\"0\" cellspacing=\"10\" cellpadding=\"5\" align=\"right\">\n<tbody>\n<tr>\n<td><img decoding=\"async\" src=\"https:\/\/mma.prnasia.com\/media2\/1899562\/Logo.jpg?p=medium600\" border=\"0\" alt=\"\" title=\"logo\" hspace=\"0\" vspace=\"0\" width=\"118\"><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><b>The search for technology to support model portfolio management and portfolio construction services is increasing as companies look to centralise and scale their model portfolio management and compete in a rapidly growing market.<\/b><\/p>\n<p><span class=\"legendSpanClass\"><span class=\"xn-location\">BRISBANE, Australia<\/span><\/span>, <span class=\"legendSpanClass\"><span class=\"xn-chron\">June 26, 2024<\/span><\/span> \/PRNewswire\/ &#8212; The utilisation of model portfolios among financial advisers has emerged as a transformative force, with staggering growth in model portfolios projected to continue over the next decade. And with good reason, they offer an efficient method for diversification, risk management, and portfolio construction, with personalisation features to match the unique financial goals and risk tolerances of clients.<\/p>\n<div class=\"PRN_ImbeddedAssetReference\" id=\"DivAssetPlaceHolder1\">\n<\/p><\/div>\n<p>Financial advisers are also increasingly turning to asset managers for assistance in managing the model portfolios they build and maintain for clients.\u00a0 Jacobi&#8217;s model management technology enables asset managers to scale the portfolio construction services they offer financial professionals.\u00a0The technology enables a platform that can centralise performance and risk analytics, integrate investment workflows, and produce professional reports to share with clients.<\/p>\n<p>An early adopter of Jacobi&#8217;s model technology, leading asset manager T. <span class=\"xn-person\">Rowe Price<\/span> has seen improved process efficiencies and enhanced engagement with clients.<\/p>\n<p><b><span class=\"xn-person\">Chris Augelli<\/span>, Head of Advisor Engagement &amp; Portfolio Construction Solutions at T. <span class=\"xn-person\">Rowe Price<\/span>,<\/b>\u00a0says:<\/p>\n<p><i>&#8220;Jacobi&#8217;s technology has enabled us to work faster and handle the increasing demand for our portfolio construction services. Having the team on one common platform through Jacobi has facilitated collaboration in real-time, which has supported our effectiveness in meeting clients&#8217; needs.&#8221;<\/i><\/p>\n<p><b><span class=\"xn-person\">Tanya Bartolini<\/span>, Chief Revenue Officer at Jacobi<\/b>, says:<\/p>\n<p><i>&#8220;Our technology helps us partner with asset managers such as T.<span class=\"xn-person\">Rowe Price<\/span> to\u00a0scale and connect workflows, driving enormous efficiencies \u2013 and ultimately increasing their market distribution.&#8221;<\/i><\/p>\n<p><b>About Jacobi<\/b><\/p>\n<p>Jacobi Inc. is a global investment technology provider that streamlines multi-asset investment processes and enables portfolio design, analysis, and client engagement. Its unique &#8220;open architecture&#8221; platform allows users to tailor the platform by integrating their own code, models, data, analytics, and applications.<\/p>\n<p>Founded in 2014, Jacobi provides its technology to top-tier investors across the globe, including some of the world&#8217;s leading asset and wealth managers, pension funds, asset owners, and investment consultants.\u00a0<\/p>\n<p><b>About T.Rowe Price\u00a0<\/b><\/p>\n<p>Founded in 1937,\u00a0T. Rowe Price\u00a0helps people around the world achieve their long-term investment goals. As a large global asset management company known for investment excellence, retirement leadership, and independent proprietary research, the firm is built on a culture of integrity that puts client interests first. Investors rely on the award-winning firm for its retirement expertise and active management of equity, fixed income, alternatives, and multi-asset investments.\u00a0T. <span class=\"xn-person\">Rowe Price<\/span> manages <span class=\"xn-money\">$1.54 trillion<\/span> in client assets as of <span class=\"xn-chron\">May 31, 2024<\/span>, and it serves millions of clients globally.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>The search for technology to support model portfolio management and portfolio construction services is increasing as companies look to centralise and scale their model portfolio management and compete in a rapidly growing market. BRISBANE, Australia, June 26, 2024 \/PRNewswire\/ &#8212; The utilisation of model portfolios among financial advisers has emerged as a transformative force, with [&#8230;]\n","protected":false},"author":1,"featured_media":85254,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-56616","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pr-newswire"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v21.6 (Yoast SEO v21.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Jacobi releases Model Portfolio Tech to help investment firms capitalise on booming opportunity - Biz and Live in Saigon<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/english.saigonbiz.com\/vn\/jacobi-releases-model-portfolio-tech-to-help-investment-firms-capitalise-on-booming-opportunity\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Jacobi releases Model Portfolio Tech to help investment firms capitalise on booming opportunity\" \/>\n<meta property=\"og:description\" content=\"The search for technology to support model portfolio management and portfolio construction services is increasing as companies look to centralise and\" \/>\n<meta property=\"og:url\" content=\"https:\/\/english.saigonbiz.com\/vn\/jacobi-releases-model-portfolio-tech-to-help-investment-firms-capitalise-on-booming-opportunity\/\" \/>\n<meta property=\"og:site_name\" content=\"Biz and Live in Saigon\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/SaigonbizGroup\" \/>\n<meta property=\"article:published_time\" content=\"2024-06-26T00:03:39+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/mma.prnasia.com\/media2\/1899562\/Logo.jpg?p=medium600\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/english.saigonbiz.com\/vn\/jacobi-releases-model-portfolio-tech-to-help-investment-firms-capitalise-on-booming-opportunity\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/english.saigonbiz.com\/vn\/jacobi-releases-model-portfolio-tech-to-help-investment-firms-capitalise-on-booming-opportunity\/\"},\"author\":{\"name\":\"admin\",\"@id\":\"https:\/\/english.saigonbiz.com\/vn\/#\/schema\/person\/267b348e6cf32a66aab33637c2d399a6\"},\"headline\":\"Jacobi releases Model Portfolio Tech to help investment firms capitalise on booming opportunity\",\"datePublished\":\"2024-06-26T00:03:39+00:00\",\"dateModified\":\"2024-06-26T00:03:39+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/english.saigonbiz.com\/vn\/jacobi-releases-model-portfolio-tech-to-help-investment-firms-capitalise-on-booming-opportunity\/\"},\"wordCount\":450,\"publisher\":{\"@id\":\"https:\/\/english.saigonbiz.com\/vn\/#organization\"},\"articleSection\":[\"Pr Newswire\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/english.saigonbiz.com\/vn\/jacobi-releases-model-portfolio-tech-to-help-investment-firms-capitalise-on-booming-opportunity\/\",\"url\":\"https:\/\/english.saigonbiz.com\/vn\/jacobi-releases-model-portfolio-tech-to-help-investment-firms-capitalise-on-booming-opportunity\/\",\"name\":\"Jacobi releases Model Portfolio Tech to help investment firms capitalise on booming opportunity - 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