Customer Success Stories
Jacobi x WTW Interview
How Jacobi supports WTW in delivering outstanding investment advice and solutions to institutional investors.
Jacobi sits down with WTW’s Jeff Chee (Global Head of Portfolio Strategy) to discuss how technology and Jacobi supports WTW in delivering outstanding investment advice and solutions to institutional investors.
Featuring: Jeff Chee, Global Head of Portfolio Strategy , WTW
Interview timestamps:
00.00 - Introduction, WTW and Jacobi partnership
07.25 - Considerations of new technology
09.21 - How Jacobi has helped streamline WTW's OCIO processes and enabled them to better communicate their IP
14.30 - How Jacobi has facilitated the delivery of IP to external investment teams
16.33 - What's next for WTW and the partnership with Jacobi
Customer Success Stories
A leading asset consultant in the Asia Pacific region with over $500bn of assets under advice.
"The optimization calculation which previously took 3 minutes is now rendered in under 60 seconds."
A leading global asset manager with in excess of $700bn of assets under management.
“No longer burdened by a lack of scale, their focus turned to how they could incrementally improve their model portfolio creation processes to further enhance and differentiate their offering.”