Insights

The latest investment insights, product updates and news from Jacobi.

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capital group jacobi webinar
Investment Strategy
September 2026

On Demand Webinar: The Global State of Model Portfolio Management with Jacobi and Capital Group

An exclusive Capital Group and Jacobi Strategies webinar examining the trends, operational best practices, and strategic priorities shaping model portfolio management globally. .....
Investment AI trials
Investment Technology
September 2026

In Search of a Catalogue of Everything: The Reason Why Investment Manager AI Trials Are Stuck in Paralysis

Stalling AI trials in investment managers are uncovering an uncomfortable truth. AI is not exposing a technology problem, but rather an organisational one. .....
CIO awards 2026
Jacobi Awards
September 2026

Jacobi has been named a finalist for the 2026 CIO Industry Innovation Awards

Jacobi has been named a finalist for the 2026 CIO Industry Innovation Awards – Asset Management & Servicing in the Data and Technology - Mid-Size .....
Jacobi & Aberdeen
News
September 2026

Jacobi selected by Aberdeen Portfolio Solutions Limited as a technology vendor to accelerate growth of its managed portfolio service

Jacobi has been selected by Aberdeen Portfolio Solutions Limited (APSL) to enhance the discretionary fund manager’s model portfolio capabilities. .....
Governance by design
Investment Technology
September 2026

Governance by Design: Technology and Investment Oversight in the Non-Profit Sector

Governance, not scale, drives long-term non-profit investment results. Learn why institutional memory, oversight, and technology design determine outcomes. .....
AI assisted coding - Jacobi
Investment Technology
September 2026

Webinar: AI Assisted Coding with Jacobi

Unlocking Innovation in Investment Teams: AI-Assisted Coding with Jacobi .....
Stress Testing Private Assets in a Total Portfolio Approach
Investment Strategy
August 2026

Beyond Point-in-Time Metrics: Stress Testing Private Assets in a Total Portfolio Approach

Private assets don't just require a different allocation approach. They require a different way of thinking at every stage of portfolio management, including how resilience .....
separating investment IP from IT
Investment Technology
July 2026

Beyond the Build vs. Buy Debate

Why Forward-Thinking Investment Firms Are Separating IP from Investment Technology. .....
The AI Race in Investment Management
Technology
July 2026

The AI Race in Investment Management: The Hidden Problem

Every investment management firm I speak with right now is either actively experimenting with AI or feeling the pressure to do so. While the AI .....