BRISBANE, Australia, Jan. 19, 2023 /PRNewswire/ — Principal Asset ManagementSM has partnered with Jacobi Inc., a global investment technology provider, to scale its fintech-enabled model portfolio offering powered by multi-asset risk analytics and market leading client engagement technology.
With a strong focus on digital transformation, Principal® is empowering advisors with analytics and tools enabling them to ultimately better serve their end clients. Jacobi’s cloud-native technology will provide Principal with a configurable platform enabling more meaningful analysis of portfolios by delivering bespoke, forward-looking and historical analytics 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 within 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…