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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.

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Model Portfolios

ON DEMAND WEBINAR | Connecting the Model Portfolio Lifecycle (North America)

In this on-demand webinar we showcase how Jacobi can connect the end-to-end model portfolio lifecycle from portfolio design to delivery - complementing existing technology stacks .....

Does Your Technology Undermine Your Total Portfolio Approach?

A Total Portfolio Approach (TPA) promises a cleaner line of sight between an investor’s overarching goal and every capital‑allocation choice that follows. Yet many institutions .....

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See how Jacobi’s highly customizable technology can support the scaling of investment processes and client engagement.

Jacobi’s technology has its roots in institutional investment management and brings together investment expertise and a market-leading technology platform. Headquartered in San Francisco, the company is led by a team of experienced investment professionals and engineers.

Using Jacobi for customized client portfolio design

Recent Insights

ON DEMAND WEBINAR | Connecting the Model Portfolio Lifecycle (North America)

Does Your Technology Undermine Your Total Portfolio Approach?

Contact Us

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