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 .....

Jacobi is proud to be recognised and shortlisted for two awards at the to 2026 Wealth & Asset Management Awards 2026. .....

Curtis Evans of Jacobi Strategies, explains to Institutional Asset Management’s Beverly Chandler, how the firm’s offering works with model portfolios. .....

Jacobi is proud to be recognised as the winner of the best analytics platform at the Data Management Insights Awards Europe 2025. .....

Jacobi wins most innovative third-party technology vendor (analytics) at the WatersTechnology American Financial Technology Awards 2025. .....

We are thrilled to announce that Jacobi has been named Best Portfolio Management Software Provider at the prestigious 2025 Institutional Asset Manager Awards! .....

10 considerations to modernize your reporting, with practical moves you can implement right now. .....

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 .....

Jacobi has won Best Platform for Risk and Portfolio Analytics at the prestigious 2025 Data Management Insight Awards - USA. .....