Insights

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

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SAA verses TPA
Investment Strategy
July 2025

Why Asset Owners are Trading SAA for a Total Portfolio Approach

This year, CalPERS, the largest pension fund in the US, announced plans to transition its $533bn portfolio from a Strategic Asset Allocation (SAA) to a .....
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NA models article banner
Model Portfolios
May 2025

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 .....
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TPA article banner
Investment Strategy
May 2025

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 .....
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EMEA models webinar (1)
Model Portfolios
May 2025

ON DEMAND WEBINAR | Connecting the Model Portfolio Lifecycle (EMEA)

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 .....
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AI toolkit (2)
News
May 2025

The Wealth Mosaic - AI Toolkit 2025

A report focusing on AI trends and AI-driven technology. Where alongside industry experts, Jacobi contributed insights on how AI Agents will reshape the way investment .....
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Finnies
News
May 2025

Jacobi named finalist in 2025 FinTech Australia Finnies for Excellence in Wealth Management.

Jacobi is delighted to be named a finalist in the 2025 FinTech Australia Finnies for Excellence in Wealth Management. .....
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model management
Model Portfolios
May 2025

The institutionalisation of wealth management: Five key shifts reshaping the industry

Change is afoot in wealth managers globally. While each face their own client, business and regulatory challenges, there is a common thread across the globe: .....
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TPA
Investment Management
May 2025

Beyond benchmarks: Measuring success in a Total Portfolio Approach

How a Total Portfolio Approach (TPA) is changing the way asset managers benchmark and measure success, compared to a traditional asset allocation approach. .....
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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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