research & insights from Jacobi

From one to many: the scalability challenge facing OCIOs

Share this resource
company

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

View Solution Provider Profile

Connect with Jacobi

by Jacobi
| 16/09/2024 18:00:00

As the role of Outsourced Chief Investment Officers (OCIOs) continues to gain traction in the investment world, scalability becomes a critical concern. Investment professionals are increasingly relying on OCIOs to manage complex portfolios, but for the OCIO there are challenges in taking the detailed, customized work done for one client and efficiently replicating it across many. This article explores the scalability challenges faced by OCIOs and how software solutions can address these issues.

Click the image below to learn more and download the content.