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Jacobi releases Model Portfolio Tech to help investment firms capitalize on booming opportunity

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The search for technology to support model portfolio management and portfolio construction services is increasing as companies look to centralize and scale their model portfolio management and compete in a rapidly growing market.

SAN FRANCISCO, June 26, 2024 /CNW/ — The utilization of model portfolios among financial advisors has emerged as a transformative force, with staggering growth in model portfolios projected to continue over the next decade. And with good reason, they offer an efficient method for diversification, risk management, and portfolio construction, with personalization features to match the unique financial goals and risk tolerances of clients.

Financial advisors are also increasingly turning to asset managers for assistance in managing the model portfolios they build and maintain for clients.  Jacobi’s model management technology enables asset managers to scale the portfolio construction services they offer financial professionals. The technology enables a platform that can centralize performance and risk analytics, integrate investment workflows, and produce professional reports to share with clients.

An early adopter of Jacobi’s model technology, leading asset manager T. Rowe Price has seen improved process efficiencies and enhanced engagement with clients.

Chris Augelli, Head of Advisor Engagement & Portfolio Construction Solutions at T. Rowe Price, says:

“Jacobi’s technology has enabled us to work faster and handle the increasing demand for our portfolio construction services. Having the team on one common platform through Jacobi has facilitated collaboration in real-time, which has supported our effectiveness in meeting clients’ needs.”

Tanya Bartolini, Chief Revenue Officer at Jacobi, says:

“Our technology helps us partner with asset managers such as T.Rowe Price to scale and connect workflows, driving enormous efficiencies – and ultimately increasing their market distribution.”

About Jacobi

Jacobi Inc. is a global investment technology provider that streamlines multi-asset investment processes and enables portfolio design, analysis, and client engagement. Its unique “open architecture” platform allows users to tailor the platform by integrating their own code, models, data, analytics, and applications.

Founded in 2014, Jacobi provides its technology to top-tier investors across the globe, including some of the world’s leading asset and wealth managers, pension funds, asset owners, and investment consultants. 

About T.Rowe Price 

Founded in 1937, T. Rowe Price helps people around the world achieve their long-term investment goals. As a large global asset management company known for investment excellence, retirement leadership, and independent proprietary research, the firm is built on a culture of integrity that puts client interests first. Investors rely on the award-winning firm for its retirement expertise and active management of equity, fixed income, alternatives, and multi-asset investments. T. Rowe Price manages $1.54 trillion in client assets as of May 31, 2024, and it serves millions of clients globally.

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SOURCE Jacobi Inc

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Agoda Highlights Tokyo as Top Global New Year’s Eve Destination

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SINGAPORE, Dec. 26, 2024 /PRNewswire/ — Digital travel platform Agoda has announced Tokyo as the most popular destination for New Year’s Eve, based on accommodation searches. This marks a shift from last year when Taipei held the top spot. Following Tokyo, the list includes Bangkok, Taipei, Pattaya, and Osaka, showcasing a diverse range of preferences among travelers.

The data highlights a perpetual interest in Tokyo, a city known for its unique blend of tradition and modernity. Travelers are drawn to its vibrant celebrations, cultural experiences, and iconic landmarks. Bangkok and Taipei, too, continue to be favored destinations, offering rich cultural festivities and lively atmospheres. Pattaya and Osaka also make the list, appealing to those seeking beachside celebrations and culinary delights, respectively.

Agoda’s data reveals Tokyo’s prominence not only on a worldwide scale but also within Japan. Domestic accommodation searches have increased by 23%, with Tokyo leading as the preferred destination, followed by Osaka, Kyoto, Yokohama, and Okinawa Main Island. For Japanese traveling abroad, the destinations primarily considered are Taipei, Seoul, Bangkok, Pattaya, and Hong Kong.

Hiroto Ooka, Associate Vice President North Asia at Agoda said: “Tokyo’s rise to the top of Agoda’s New Year’s Eve destination list is a testament to the city’s global appeal. Whether you’re celebrating New Year’s Eve in Tokyo, Osaka, or anywhere else in the world, Agoda is ready to help you find the perfect spot to ring in the New Year.”

As travelers prepare for their New Year’s Eve plans, Agoda offers a comprehensive selection of over 4.5 million holiday properties, more than 130,000 flight routes, and over 300,000 activities, all available for seamless booking. Download the Agoda app for the latest deals or visit agoda.com/deals.

 

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SOURCE Agoda

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SP Manufacturing Expands with New Malaysia Plant, Acquires Ideal Jacobs

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SINGAPORE, Dec. 25, 2024 /PRNewswire/ — SP Manufacturing (SPM), a leader in Electronic Manufacturing Services (EMS), is strengthening its global presence with two major moves: opening a new manufacturing facility in Senai, Malaysia, and successfully acquiring Ideal Jacobs Corporation.

Malaysia Expansion: Enhancing Operations and Supporting Growth 

The state-of-the-art Senai facility, which opened in October, will enhance the company’s operational resilience to meet growing customer demands in medical devices, industrial machinery, and automotive electronics.

Equipped with advanced automation and strict quality controls, the factory enables SPM to deliver mission-critical products with precision and reliability while supporting Malaysia’s vision of becoming a leader in high-value, high-tech industries.

“This facility reflects our commitment to serving our global customers while participating in a key location of the global supply chain network,” said Jackson Tan, Global Business Development Director of SP Manufacturing. The plant’s capabilities include cable harness assembly, PCB assembly, and box-build solutions.

The Senai facility is equipped with comprehensive manufacturing capabilities, including:

Functional testingIn-circuit testing and automated optical inspection (AOI)State-of-the-art cleaning processesRigorous inspection protocolsRapid prototyping and expert assembly processes

Ideal Jacobs Acquisition: Expanding Capabilities 

In a parallel move, SPM also acquired Ideal Jacobs Corporation, which is known for its human-machine interface, printed electronics and die-cut solutions. The move will expand SPM’s engineering capabilities and provide access to a diversified client portfolio, including leading names in the medical, industrial, semiconductor, and telecommunications sectors.

Comprehensive Design Support in the U.S.

SPM continues to provide comprehensive engineering and design services for its U.S. customers using industry-standard software for PCB and electrical design. These services help clients with their new product introductions (NPI), early supplier involvement (ESI), and DFx processes, optimising costs and reducing time to market.

Founded in 2000 and headquartered in Singapore, SP Manufacturing has built its reputation serving mission-critical industries like medical, automotive, and aerospace. The company specialises in cable harnesses, PCB assemblies, and box-build products.

For more information about SP Manufacturing’s latest developments, visit www.sp-manufacturing.com or follow us on LinkedIn.

About SP Manufacturing

SP Manufacturing (SPM), founded in 2000 and headquartered in Singapore, has established itself as a leader in the EMS sector. Serving mission-critical industries such as industrial, medical, automotive, and aerospace, SPM excels in providing comprehensive manufacturing solutions from design to full production, specialising in high-quality cable harnesses, PCB assemblies, and box-build products.

View original content to download multimedia:https://www.prnewswire.com/news-releases/sp-manufacturing-expands-with-new-malaysia-plant-acquires-ideal-jacobs-302338858.html

SOURCE SP Manufacturing

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Casect Launches AI-Enhanced Case Log Platform for Surgeons

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SHERIDAN, Wyo., Dec 25, 2024 /PRNewswire/ — Casect, LLC, a medical education technology company, announces the launch of an innovative platform to revolutionize how surgeons and medical professionals document cases. Casect empowers users to track surgical Cases, refine Techniques, organize References, and collaborate with Colleagues — all within a user-friendly, HIPAA-compliant system.

 

Say goodbye to inefficient notebooks, spreadsheets, and outdated case logs. Casect offers a modern, comprehensive solution tailored to the surgical community, enabling professionals to focus on growth, learning, and excellence in patient care.

A New Era of AI-Powered Case Tracking

Time is critical for surgeons, yet valuable insights are often lost due to outdated documentation methods like handwritten notes or spreadsheets. Casect’s HIPAA-compliant platform, with a no data retention policy for protected health information, uses optional AI to pre-fill case details, analyze uploads, and organize data seamlessly. This transforms hours of documentation into minutes, giving surgeons more time to refine skills and improve patient care.

Casect addresses an unmet need in medical education, residency, fellowship, credentialing, and research. It enables detailed documentation of Cases, Techniques, and References, accessible from any computer or mobile device with a subscription.

Key Features

AI-Assisted Case Entry (Optional): Streamline input with AI or manually add details; supports spreadsheet uploads.Customizable Fields: Track cases your way.Refine Techniques: Create, document, and improve surgical techniques.Multimedia Support: Upload, organize, and access photos, videos, and documents.Organize References: Annotate, markup, and securely store documents and literature.Collaborate Seamlessly: Share cases and techniques effortlessly with colleagues.Analyze and Export: Generate insights through charts or export data as CSV.HIPAA-Compliant: Designed to meet strict HIPAA standards, ensuring the security and confidentiality of protected health information.

Additional Resources

Stay Informed: Unlock a 30-day free trial by signing up for the latest updates on Casect’s launch.Learn More: Discover why Casect is the preferred choice for surgeons at Why Casect?Explore Features: View the Full Feature List.Stay Connected: Follow us on X, Facebook, Instagram, and LinkedIn for updates, tips, and stories. Join the conversation with #MedEd, #CaseLog, and #Casect.

About Casect

Born from decades of tracking cases with stickers, notes, and spreadsheets, Casect empowers surgeons with efficient, comprehensive tools to document cases, collaborate, and drive professional growth. By simplifying the case log, Casect helps surgeons identify trends, enhance skills, and improve patient outcomes. For more information, visit www.casect.com or follow us on X, Facebook, Instagram, and LinkedIn @CasectLLC.

CONTACT: support@casect.com

 

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SOURCE Casect, LLC

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