Combining bottom-up and top-down investment technologies

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Jacobi's storyboard technology has its roots in institutional investment management and brings together investment expertise and a market-leading technology platform

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Jacobi

Jacobi allows firms to integrate their entire multi-asset investment lifecycle - from portfolio design, to portfolio management and, critically, to engaging with clients. The software combines market-leading cloud-based technology with a powerful multi-asset modelling engine. This is supplemented by extensive tools to scale and automate investment and client engagement workflows. Jacobi...

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by Jacobi

| 05/07/2021 12:00:00

Bottom-up portfolio management systems are the mainstay tool to manage risk in an investment portfolio.

Big, complex and slow to augment, these technologies help to manage portfolios and streamline processes between the front, middle and back offices.

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If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type