Jacobi Releases Model Portfolio Tech to Help Investment Firms Capitalize on Booming Opportunity
Jacobi Releases Model Portfolio Tech to Help Investment Firms Capitalize on Booming Opportunity
The search for technology to support model portfolio management and portfolio construction services is increasing as companies look to centralize and scale their model portfolio management and compete in a rapidly growing market.
隨着企業尋求集中化和擴展其模型投資組合管理和投資組合建設服務的規模,尋求支持此操作的技術的搜索越來越多。
SAN FRANCISCO, June 26, 2024 /PRNewswire/ -- The utilization of model portfolios among financial advisors 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 personalization features to match the unique financial goals and risk tolerances of clients.
2024年6月26日,舊金山/美通社——金融顧問們採用模型投資組合的行爲已經成爲一股改變力量,並且預計在未來十年內模型投資組合的極大增長將會持續。這種方法提供了一種有效的多元化、風險管理和投資組合建設方法,並且提供了定製化功能,來達到客戶獨特的金融目標和風險承受力。
Financial advisors are also increasingly turning to asset managers for assistance in managing the model portfolios they build and maintain for clients. Jacobi's model management technology enables asset managers to scale the portfolio construction services they offer financial professionals. The technology enables a platform that can centralize performance and risk analytics, integrate investment workflows, and produce professional reports to share with clients.
金融顧問也越來越傾向於向資產管理公司求助,以便管理他們爲客戶搭建和維護的模型投資組合。Jacobi的模型管理技術使得資產管理公司能夠擴展他們爲金融專業人員提供的投資組合建設服務。該技術可以集中表現和風險分析,整合投資工作流程,並生成專業報告,向客戶共享。
An early adopter of Jacobi's model technology, leading asset manager T. Rowe Price has seen improved process efficiencies and enhanced engagement with clients.
領先的資產管理公司T.Rowe Price是Jacobi的早期採用者,其已經見證了執行程序效率提升和與客戶更好的互動效應。
Chris Augelli, Head of Advisor Engagement & Portfolio Construction Solutions at T. Rowe Price, says:
T. Rowe Price顧問接觸和投資組合建設解決方案的負責人Chris Augelli說道:“Jacobi的技術使我們能夠更快速地運行和處理投資組合建設服務的不斷增長需求。通過Jacobi團隊的一種公共平台,使實時協作成爲可能,從而支持我們有效地滿足客戶需求。”
"Jacobi'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' needs."
Jacobi的科技使我們能夠更快速地處理投資組合建造業務的不斷增加的需求。通過Jacobi將團隊放在一個共同的平台上,實時協作也得到了促進,這對於滿足客戶需求的效力起到了支持作用。
Tanya Bartolini, Chief Revenue Officer at Jacobi, says:
Jacobi首席營業官Tanya Bartolini說道:“我們的技術幫助我們與T.Rowe Price等資產管理公司建立合作伙伴關係,共同擴大和整合工作流程,推動巨大的效益,最終增加市場分銷。”
"Our technology helps us partner with asset managers such as T.Rowe Price to scale and connect workflows, driving enormous efficiencies – and ultimately increasing their market distribution."
我們的科技幫助我們與像T.Rowe Price這樣的資產管理公司合作,通過擴大和連接工作流程,推動巨大的效率提升,最終提高了市場分銷。
About Jacobi
關於Jacobi
Jacobi Inc. is a global investment technology provider that streamlines multi-asset investment processes and enables portfolio design, analysis, and client engagement. Its unique "open architecture" platform allows users to tailor the platform by integrating their own code, models, data, analytics, and applications.
Jacobi公司是一家全球性的投資科技提供商,簡化多種資產的投資流程並實現投資組合設計、分析和客戶參與。該公司的獨特"開放架構"平台允許用戶通過集成自己的代碼、模型、數據、分析和應用程序來定製平台。
Founded in 2014, Jacobi provides its technology to top-tier investors across the globe, including some of the world's leading asset and wealth managers, pension funds, asset owners, and investment consultants.
Jacobi成立於2014年,爲全球頂尖投資者提供技術服務,其中包括一些世界領先的資產和财富管理公司、養老基金、資產管理公司和投資諮詢顧問。
About T.Rowe Price
關於T.Rowe Price
Founded in 1937, T. Rowe Price helps 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. T. Rowe Price manages $1.54 trillion in client assets as of May 31, 2024, and it serves millions of clients globally.
T. Rowe Price成立於1937年,致力於幫助世界範圍內的人們實現長期投資目標。作爲一個以投資優秀、退休領導和自主專利研究爲知名的大型全球資產管理公司,該公司建立在以客戶利益爲先的誠信文化之上。投資者依靠這個獲得獎項的公司來進行其養老專業技術服務,並對其股票、固定收益、替代品和多元化投資的積極管理進行管理。截至2024年5月31日,T.Rowe Price管理着1.54萬億美元的客戶資產,服務遍及全球數百萬客戶。
SOURCE Jacobi Inc
資料來源:Jacobi Inc