Technology

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

Published

2 years ago

June 26, 2024

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

Technology

IGCS International Announces Strategic Equity Investment by Lacks Enterprises

Published

58 minutes ago

April 22, 2026

DALLAS, April 22, 2026 /PRNewswire/ — IGCS International, a CVE-certified SDVOSB and leading provider of mission support and MRO supplies to the U.S. Department of Defense and federal agencies, today announced that Lacks Enterprises has acquired an equity stake in the company.

The strategic investment combines IGCS’s expertise in government supply chain, logistics, and MRO solutions with Lacks Enterprises’ advanced manufacturing capabilities, including electroplating, injection molding, composites, and testing for aerospace and defense.

“IGCS has built a strong track record supporting the Department of Defense… Partnering with Lacks Enterprises allows us to integrate cutting-edge manufacturing innovation into our offerings,” said Russ Spears, President of IGCS International.

Media Contact: Russ Spears, 214-733-7278, russ@igcsintl.com

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SOURCE IGCS International

Technology

Shoulder Innovations to Report First Quarter 2026 Financial Results on May 13, 2026

Published

58 minutes ago

April 22, 2026

GRAND RAPIDS, Mich., April 22, 2026 /PRNewswire/ — Shoulder Innovations, Inc. (“Shoulder Innovations”) (NYSE: SI), a commercial-stage medical technology company exclusively focused on transforming the shoulder surgical care market, today announced it will release financial results for the first quarter of 2026 after market close on Wednesday, May 13, 2026.

Management will host a conference call to discuss financial results beginning at 4:30 p.m. ET / 1:30 p.m. PT on May 13, 2026. Those interested in listening to the conference call may do so by dialing (877) 407-8216 for domestic callers or (412) 902-1015 for international callers and providing access code 13759613. A live and archived webcast of the event will be available in the “Investor Relations” section of the Shoulder Innovations website at https://ir.shoulderinnovations.com/.

About Shoulder Innovations
Shoulder Innovations is a commercial-stage medical technology company exclusively focused on transforming the shoulder surgical care market, with a current offering of advanced implant systems for shoulder arthroplasty. These systems are a core element of Shoulder Innovations’ ecosystem, which is designed to improve core components of shoulder surgical care – preoperative planning, implant design and procedural efficiency – to benefit each stakeholder in the care chain. Shoulder Innovations’ ecosystem is also comprised of enabling technologies, efficient instrument systems, specialized support and surgeon-to-surgeon collaboration. Together, these elements seek to address the long-standing clinical and operational challenges in the shoulder surgical care market by delivering predictable outcomes, procedural simplicity, and efficiency across all sites of care.

Contact
Brian Johnston or Sam Bentzinger
Gilmartin Group LLC
ir@shoulderinnovations.com

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SOURCE Shoulder Innovations

Technology

Accuray to Report Third Quarter Fiscal 2026 Financial Results on May 6, 2026

Published

58 minutes ago

April 22, 2026

MADISON, Wis., April 22, 2026 /PRNewswire/ — Accuray Incorporated (NASDAQ: ARAY) will report financial results for the third quarter of fiscal year 2026, ended March 31, 2026, during a conference call hosted by company management at 1:30 p.m. PT/4:30 p.m. ET on May 6, 2026.

The conference call dial-in numbers are 1-833-316-0563 (USA) or 1-412-317-5747 (international). In addition, a dial-up replay of the conference call will be available approximately one hour after the call’s conclusion for one week. The replay number is 1-855-669-9658 (USA) or 1-412-317-0088 (international), conference ID: 4178502.

A live webcast of the call will also be available from the Investor Relations section of the company’s website at investors.accuray.com. A webcast replay can be accessed on the website and will remain available until Accuray announces its results for the fourth quarter of fiscal 2026.

About Accuray
Accuray is committed to expanding the powerful potential of radiation therapy to improve as many lives as possible. We invent unique, market-changing solutions designed to deliver radiation treatments for even the most complex cases—while making commonly treatable cases even easier—to meet the full spectrum of patient needs. We are dedicated to continuous innovation in radiation therapy for oncology, neuro-radiosurgery, and beyond, as we partner with clinicians and administrators, empowering them to help patients get back to their lives, faster. Accuray is headquartered in Madison, Wisconsin, with facilities worldwide. To learn more, visit www.accuray.com or follow us on Facebook, LinkedIn, X, and YouTube.

Investor and Media Contact
Steve Monroe
VP, Financial Planning & Analysis, Accuray
Investor.relations@accuray.com

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SOURCE Accuray Incorporated