Jacobi Inc partnering with Principal Asset Management℠ to digitize and scale fintech-enabled model portfolio offering

SAN FRANCISCO, Jan. 19, 2023 /CNW/ — Principal Asset Management^SM Jacobi Inc., an international investment technology provider, has been partnered with the company to scale its fintech enabled model portfolio. It is powered by multiasset risk analytics and market leading client interaction 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 provides Principal with a configurable platform that allows for more meaningful analysis of portfolios. It delivers bespoke, forward-looking, and historical analytics in an integrated visual environment. Jacobi’s reporting technology and storyboard support in-depth analysis of portfolio risk and return and communication of its impact on portfolio objectives.

Mike CascianoPrincipal Asset Management Head of Model Strategy says:

Advisors will find it easier to understand how model portfolios will perform in different market conditions by working with Jacobi. Advisors will have access to historical, forward-looking, and bespoke analytics.

Tony Mackenzie, Chief Executive Officer at Jacobi, says:

“It is a pleasure to work with such an acclaimed asset manager. Principal’s partnership will allow them to deliver better analytics and engagement tools for its advisors and investment teams, and ultimately improve the client’s outcomes. There is high demand for our technology due to the increasing need for investment firms that can scale and connect their investment processes as well as increase the quality of client engagement. Jacobi has a global footprint and a strong pipeline – with more new business wins to announce later in the year.”

Jacobi

Jacobi Inc. is an international provider of investment technology that streamlines multiasset investment processes. It also enables portfolio design and analysis as well as client engagement. The unique “open architecture platform” allows users to adapt the platform by integrating their code, models, data and applications.

Jacobi was founded in 2014. Jacobi offers its technology to top-tier investors around the globe, including pension funds, asset owners, wealth managers, and investment consultants.

About Principal Asset management^SM

Principal Asset Management has both private and public market capabilities for all asset types.^SM Its investment specialists see asset management differently and come up with solutions to meet client investment goals. Principal Asset Management blends local knowledge with global perspectives to identify unique and compelling investment opportunities. It has more than 1,100 institutional clients across over 80 markets.^[1]

Principal Financial Group’s global business of investment solutions is Principal Asset Management.^® (Nasdaq, PFG), managing $484.6 billion In assets^[1] Recognized as “Best Places to Work in Money Management”^[2]” For 11 consecutive years. Learn more at www.PrincipalAM.com.

[1] As of September 30,, 2022
[2] Pensions&Investments, “The Best Places to Work in Money Management”, December 12, 2022.