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TPV webinar
Investment Strategy
April 2025

ON DEMAND WEBINAR | The reality of a total portfolio approach

In this webinar, The Jacobi team discuss the opportunities presented by a TPA approach and, showcase how Jacobi is used to support TPA transformation and .....
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volatility article
Investment Strategy
April 2025

Benchmarking portfolio resilience in times of market volatility

During periods of market stress and sharp bouts of portfolio volatility, like we are currently experiencing, investors and stakeholders can become acutely focused on portfolio .....
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Tanya Bartolini, Jacobi
News
March 2025

Tanya Bartolini awarded WatersTechnology Woman Of The Year 2025

Tanya Bartolini, Co-Founder of Jacobi, named WatersTechnology Woman Of The Year at the 2025 Women in Technology & Data Awards. .....
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alternative investments
Investment Strategy
March 2025

Alternatives for Investment Managers - A Case Study

The fifth and final paper in our series on private market investing for investment managers, we step through a case study that brings together the .....
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fe-investments_logo_colour_cmyk-2786x1426
News
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. .....
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Tanya Bartolini interview
News
February 2025

The Wealth Mosaic Talks To Tanya Bartolini about her views on investment management and the Jacobi story

The Wealth Mosaic Talks To Tanya Bartolini, Co-Founder and CRO of Jacobi Inc. on why she founded Jacobi, her views on investment management, and industry .....
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alternative investments
Investment Strategy
February 2025

Preparing for the unexpected: Stress testing for portfolios with alternatives

Exploring the challenges of stress testing portfolios that include alternatives and how Jacobi’s platform equips investors to address these challenges effectively. .....
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Jacobi X WTW (1)
Client Engagement
January 2025

Customer success stories: Jacobi x WTW

Discover how Jacobi supports WTW in delivering outstanding investment advice and solutions to institutional investors. .....
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commitment pacing
Investment Strategy
January 2025

How technology can help investment managers effectively pace commitments & manage cashflow in alternative investments

This article will discuss how to allocate capital to alternative investments to ensure long term allocation goals are met. Primarily, commitment pacing and optimal cash .....
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