Connecting the Model Portfolio Lifecycle: From Design to Delivery

Model portfolios continue to grow and represent a significant opportunity for investment managers across the globe. However, as the number of models expands, including tailored versions, investment managers encounter significant scale and governance challenges. The reality is that traditional portfolio management systems often fall short in addressing the intricacies of model workflows.

This live webinar will showcase how Jacobi’s technology can be used to connect the model portfolio lifecycle… from portfolio design to day-to-day management and model delivery.