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August 2017

Move your portfolio design process away from spreadsheets

The Jacobi platform enables multi-asset investment teams to focus on the associated risks and analysis required to achieve specific objectives.

Recent Insights

Jacobi shortlisted - Wealth & Asset Management awards 2026
News

Jacobi shortlisted for WealthTech Firm of the Year and Technology Firm of the Year (Platform) at the Wealth & Asset Management Awards 2026

Jacobi is proud to be recognised and shortlisted for two awards at the to 2026 Wealth & Asset Management Awards 2026. .....
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off the record podcast - model portfolios Jacobi
Model Portfolios

Curtis Evans of Jacobi Strategies discusses model portfolios on Institutional Asset Manager podcast

Curtis Evans of Jacobi Strategies, explains to Institutional Asset Management’s Beverly Chandler, how the firm’s offering works with model portfolios. .....
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