Jacobi Inc partners with Principal Asset Management? to digitize and scale fintech-enabled model portfolio offerings

by James · January 19, 2023

SAN FRANCISCO

19 January 2023

/PRNewswire/ — Principal Capital Management
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has partnered with Jacobi Inc., a global investment technology provider, to scale its fintech-enabled model portfolio powered by multi-asset risk analytics and market-leading client engagement technology.

With a strong focus on digital transformation, Principal® empowers advisors with analytics and tools that enable them to better serve their end customers. Jacobi’s cloud-based technology will provide Principal with a configurable platform that enables more meaningful analysis of portfolios by delivering tailored, forward-looking and historical analysis 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 in a portfolio and the process of communicating its impact on portfolio objectives.

Mike Casciano

head of model strategy at Principal Asset Management,

says:

“Working with Jacobi to create proprietary multi-asset risk analysis will make it easier for advisors to understand how model portfolios will behave under different market conditions. We are excited to offer advisors access to tailored, forward-looking and historical analysis.”

Tony Mackenzie

CEO of Jacobi

says:

“It is very gratifying to work with such a well-regarded asset manager. This partnership with Principal will help them deliver superior analytics and engagement tools to their investment teams and advisors and ultimately better results for the end client. Unsurprisingly, there is strong demand for our technology due to the increased need for investment firms to scale and connect investment processes and increase the quality of engagement with clients. Jacobi has a global footprint and a strong pipeline – with more new business wins to announce later this year.”

About Jacobi

Jacobi Inc. is a global provider of investment technology that streamlines multi-asset investment processes and enables portfolio design, analysis 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 offers its technology to top-tier investors worldwide, including some of the world’s leading capital and wealth managers, pension funds, capital owners and investment consultants.

About Principal Asset Management
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With public and private market opportunities across all asset classes, Principal Asset Management
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and the investment specialists look at asset management through a different lens, creating solutions that help clients achieve their investment goals. Using local insights with global perspectives, Principal Asset Management identifies distinct and compelling investment opportunities for more than 1,100 institutional clients in over 80 markets.
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Principal Asset Management is the global investment solutions business of Principal Financial Group
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(Nasdaq: PFG), managing director

484.6 billion dollars

in assets
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and recognized as a “Best Places to Work in Money Management
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for 11 consecutive years. Learn more at www.PrincipalAM.com.

[1] Per

September 30

2022

[2] Pensions and Investments, “The Best Places to Work in Money Management”,

December 12

2022.

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