April 2020

Investment Consultants in the COVID-19 era: a time to shine?

The COVID-19 crisis is a defining moment for Investment Consultants to reinforce their value. They have the ability to conduct impressive research and create deeply thoughtful recommendations, but the speed and delivery of this guidance can help differentiate their value in the eyes of their clients. This short blog post explores this in more detail.

Recent Insights

client reporting article (1)
Client Engagement

Modernizing Client Reporting: 10 Things Investment Managers Must Get Right

10 considerations to modernize your reporting, with practical moves you can implement right now. .....
Jacobi charles river partnership
News

Jacobi Partners with Charles River to Empower Scalable Model Portfolio Management

Jacobi Inc. today announced its integration with the Charles River Investment Management Solution (Charles River IMS), supporting institutional asset managers and wealth managers in scaling .....