Play Video
December 2017

Using Jacobi for customized client portfolio design

Question: What tools are the world’s leading asset managers using for portfolio design? Here’s a hint: it’s not (multiple) spreadsheets.

Recent Insights

Jacobi MPMS Webinar
Jacobi Platform

Bringing Model Portfolios into the Modern Era with Jacobi MPMS | On Demand Webinar

Discover how Jacobi’s Model Portfolio Management System (MPMS) enables firms to scale the design and management of model portfolios, in this on demand webinar. .....
Jacobi Data Engine Customer case study
Jacobi Platform

Eliminating Data Complexity: How Jacobi Automated Model Mastering For A Leading Investment Firm

A fast-growing Australian investment firm was experiencing rapid growth in the number and complexity of model portfolios it offered. Each portfolio contained a diverse mix .....