SAN FRANCISCO, Feb. 13, 2025 (GLOBE NEWSWIRE) — FE Investments (FEI) has teamed up with Jacobi Strategies (Jacobi) to boost its portfolio management capabilities.
Jacobi’s advanced technology will help FEI improve how it monitors risk, analyzes future trends, and designs model portfolios. This partnership aims to make these processes more efficient and effective.
With Jacobi’s tools, FEI plans to customize its private software to include a variety of unique models and processes.
As one of the leading managed portfolio service providers in the UK, FEI is set to enhance its reporting and client engagement, which shows their dedication to top-quality customer service.
Rob Gleeson, Chief Investment Officer at FE Investments, shared:
“We’re thrilled to add Jacobi to our technology toolkit. Their ability to automate complex processes is exactly what we need. With the rising pressure on costs, efficiency is our top priority. We believe this collaboration will allow us to offer more investment services to a greater number of clients.”
Curtis Evans, Managing Director at Jacobi EMEA, said:
“We are excited to work with one of the UK’s prominent managed portfolio service providers. Our technology is poised to support FEI in this competitive landscape as it seeks to grow.”
“We are seeing strong interest in our model portfolio technology as wealth managers look for ways to enhance client interactions while scaling their operations. Jacobi is committed to serving the wealth and asset management sectors on a global scale.”
About Jacobi
Jacobi is a global provider of investment technology tailored for multi-asset teams. They specialize in model portfolio design, analysis, and client engagement. Their platform allows users to customize deployments by integrating their own models and data. Founded in 2014, Jacobi serves top investors worldwide, including major asset managers and pension funds, who seek institutional-grade technology.
About FE Investments
FE Investments delivers discretionary fund management services to financial advisers throughout the UK. Their investment strategy emphasizes risk control and diversification. By blending in-depth data analysis with expert investment insight, FEI aims to help clients meet their financial goals.
Since launching its discretionary managed portfolios in 2015, FEI has garnered multiple awards and quickly positioned itself as one of the fastest-growing firms in the UK, managing £4 billion in assets as of December 2024.
FE Investments is part of FE fundinfo, a firm that connects thousands of fund managers, advisers, and partners worldwide, enabling better investment decisions through superior data and technology.
For more information, please visit fefundinfo.com.
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Jacobi, Asset Management, Investment Software, Investment Technology, Managed Portfolio Services, MPS, Model Portfolios, Multi-Asset
