Jackson Laboratory Uses Quantrix for Endowment and Treasury Portfolios
Nathan Briggs, senior treasury analyst at Jackson Laboratory, uses the Quantrix business planning and modeling solution to manage endowment and treasury portfolios. The models track investments, accounting information, and market variances along with return calculations.
Jackson Labs switched its models from Excel to Quantrix to provide a more robust and structured solution, and improve formula management. “What we liked about Quantrix was the ability to change one formula in one place and have it be pushed throughout the model,” says Briggs.
In addition to desktop modeling, Jackson Laboratory uses the online version – the Quantrix Qloud – to improve collaboration with external investment advisors and managers. “Using the Qloud has allowed us to share information more efficiently,” says Briggs. “Now we’re simply publishing that information to the Qloud – they can go on when they are ready and download information and manipulate it how they need to. It certainly has been a time saver.”