July 2019

The Jacobi Story - Morgan’s Podcast

Want to learn more about Jacobi's history, our DNA and our technology roadmap for the future? Jacobi Co-founder | Head of Global Distribution, Tanya Bartolini was recently a featured guest on Morgan's Financial podcast with @christitley.

Recent Insights

dynamic asset allocation - Jacobi
Asset Allocation

Scaling Dynamic Asset Allocation with Jacobi

For many investors, the challenge of implementing Dynamic Asset Allocation (DAA) isn’t about forming a market outlook—it’s about operationalizing it consistently and efficiently across portfolios .....
multi asset tec
Investment Technology

Why Multi-Asset Investing Demands Specialist Technology & Why That Doesn’t Mean Replacing What You Already Have

Across the investment management landscape, the multi-asset approach is undergoing a quiet transformation. We’re seeing the emergence of new multi-asset solutions groups within asset managers, .....