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Industrialising custom models and workflows

Live date on 27th September 2023, 8:00 - 10:00 am, at Vintry and Mercer, 9-20 Garlick Hill, London EC4V 2AU

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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
| 18/09/2023 08:00:00

Custom investment processes are key to differentiating in the competitive asset management industry. Yet firms must often choose between expensive in-house technology development or an outsourced approach with limited customisation potential. 

In this seminar, we discuss a hybrid approach where managers industrialise their unique investment models and workflows in their private version of the Jacobi platform. This allows them to move beyond spreadsheets and locally coded solutions to industrialise their investment processes and utilise them in engagement outside of the investment team. 

Key topics that will be covered:

  1. Navigating the ‘build versus buy’ decision: investment managers often grapple with the choice between resource-intensive in-house technology development and an outsourced approach that may limit customisation options.
  2. Deciphering the relationship between modelling and technological challenges: understand the implications of segregating modelling challenges from technological complexities and how this separation can positively impact your investment operations.
  3. Mitigating risks and enhancing governance: discover how investment managers can effectively mitigate the risks associated with end-user computing and deliver enhanced governance.

Click here to register!