Insights

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

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Jacobi MPMS Webinar
Jacobi Platform
March 2026

Bringing Model Portfolios into the Modern Era with Jacobi MPMS | On Demand Webinar

Discover how Jacobi’s Model Portfolio Management System (MPMS) enables firms to scale the design and management of model portfolios, in this on demand webinar. .....
Jacobi Data Engine Customer case study
Jacobi Platform
March 2026

Eliminating Data Complexity: How Jacobi Automated Model Mastering For A Leading Investment Firm

A fast-growing Australian investment firm was experiencing rapid growth in the number and complexity of model portfolios it offered. Each portfolio contained a diverse mix .....
Jacobi data engine case study
Jacobi Platform
March 2026

From Friction To Flow: Streamlining An End-To-End Multi-Asset Data Layer With Jacobi

A leading Global Asset Manager approached Jacobi seeking a unified, end-to-end data and investment workflow solution for the portfolio construction and the model management teams, .....
models (5 trends) insights
Model Portfolios
March 2026

Top 5 Trends Shaping Model Portfolio Management in 2026 | On Demand Webinar

Model Portfolio Management is changing faster than ever - and success in 2026 will be defined by how investment teams adapt their operating models, technology .....
The Unified Lens: Why Private Assets Demand a Total Portfolio Approach
Investment Strategy
March 2026

The Unified Lens: Why Private Assets Demand a Total Portfolio Approach

Private assets now occupy a core position in the portfolios of most sophisticated institutional investors. As these allocations have grown, investors are no longer focused .....
Elena Anisimova
Jacobi Awards
March 2026

Elena Anisimova awarded WatersTechnology Vendor Professional of the Year 2026

Jacobi's Elena Anisimova wins Vendor Professional Of The Year (Business Development) at the WatersTechnology Women in Technology & Data Awards 2026. .....
Jacobi AI assisted coding
Jacobi Platform
February 2026

Jacobi Launches Suite of AI-Assisted Coding Resources to Accelerate Custom Investment Technology Development

Jacobi Strategies (Jacobi), a global leader in investment technology, today announced the launch of its AI-Assisted Coding Resources, a powerful new suite of tools designed .....
TPA webinar 2026
Investment Strategy
February 2026

Solving the Operational Challenges of Implementing a Total Portfolio Approach | On Demand Webinar

In the webinar Jacobi and Alpha FMC bring a uniquely complementary perspective to these challenges - pairing leading investment‑technology architecture with deep expertise in operating‑model .....
Investment Management in the Non-Profit Sector
Investment Strategy
February 2026

Balancing Purpose and Performance: Investment Management in the Non-Profit Sector

As non-profit institutions’ reliance on long-term investing has grown, the governance systems overseeing these complex portfolios have often failed to evolve. Over the past two .....