FE Investments (FEI) has selected technology vendor Jacobi Strategies (Jacobi) to enhance the discretionary fund manager’s model portfolio capabilities.
Jacobi’s institutional-grade investment technology will be used to amplify and industrialise FEIs’ model portfolio risk monitoring, forward-looking analytics and model portfolio design processes.
As part of their usage of Jacobi, FEI will integrate a range of proprietary models, tools and processes into their own private version of the software.
As one of the top 10 MPS managers by assets, FEI will also strengthen their model portfolio reporting and engagement capabilities, reinforcing their commitment to best-in-class client service.
Rob Gleeson, Chief Investment Officer at FE Investments (FE Fund Info), says:
“We’re very excited to be adding Jacobi to our tech stack. As a subsidiary of a global data and software firm we are very process driven and the ability to automate even the most sophisticated processes has been a large part of why we made our choice. With cost pressures continually increasing, efficiency at scale has become our biggest need. With this new system we are confident we will be able to offer a wider range of investment services to more clients than ever.”
Curtis Evans, Managing Director at Jacobi EMEA says:
“We are delighted to have partnered with one of the leading providers of Managed Portfolio Services in the UK. In this highly competitive market, our technology can play a key role in FEIs’ next stage of growth.”
“We continue to see strong demand for our model portfolio technology as wealth managers look to scale their investment processes and enhance the quality of engagement with clients. Jacobi has a global footprint and we have a strong commitment to UK wealth and asset management.”
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