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.
In addition to the scale and governance benefits, including mitigating ‘end-user-computing’ risks, it also allows investment groups to lift the lid on their unique tools and strengthen their client engagement.
Key topics that will be covered:
8:15 am – 8:45 am
Breakfast and networking
8:45 am – 8:55 am
Welcome and opening scene
8:55 am – 9.10 am
Deconstructing the challenge
9:10 am – 9:40 am
Practical examples and challenges
9:40 am – 10:00 am
10:00am – 10:30am
Closing and tea/coffee networking