Episode 17: Can scaling portfolio solutions teams become a reality?

In discussion with Engine member:

Fintech Speakers

Curtis Evans

Managing Director EMEA at Jacobi

Curtis joined Jacobi in 2019 and was previously Head of Investment Directors, Fixed Income Europe at Fidelity International. He has 18 years of industry experience in fixed income and asset allocation, applied across portfolio design, portfolio management and client engagement. He has also held positions at Pioneer Investments (now Amundi), TD Securities and Queensland Treasury Corporation.

Igor Tesinsky

Co-founder, CFO & CTO

Igor is a technology enthusiast and a senior research analyst who spent the last 15 years working on the sell side and buy side in corporate lending and fixed income investment management. Igor has a master degree in Finance from London Business School and a postgraduate degree in Business from the University of Economics.

Mayank Agrawal

Co-founder, CTO & COO

Mayank is an entrepreneur who is passionate about FinTech and what the next generation of startups can do for the finance industry. Mayank is Co-Founder, COO & CTO of a IntelliBonds, a startup that tackle the big challenges of reducing cost and increasing margins for Bond investors through the use of technology. Prior to starting IntelliBonds, Mayank was running the FX options quant dev team at Citi Bank, London.

Episode Questions

Click each question below to jump straight to the answer in the video

Question 1:

Why is scale such a challenge for the portfolio solutions, OCIO and fiduciary management services of asset managers?

Question 2:

What are the obstacles they face to add scale and enhance these offerings?

Question 3:

How do you see technology supporting this?

Question 4:

How will this impact the clients of asset managers?