February 2025

FE Investments selects Jacobi to accelerate growth of its Managed Portfolio Service (MPS)

Jacobi’s institutional-grade investment technology will be used to amplify and industrialize FEIs’ model portfolio risk monitoring, forward-looking analytics and model portfolio design processes.

As part of their usage of Jacobi, FEI will integrate a range of proprietary models, tools and processes into their own private version of the software.

As one of the top 10 MPS managers by assets, FEI will also strengthen their model portfolio reporting and engagement capabilities, reinforcing their commitment to best-in-class client service.

To learn more view our media release

 

Recent Insights

NA models article banner
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 .....
TPA article banner
Investment Strategy

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 .....