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 .....
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 .....
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 .....
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 .....
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 .....
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: .....
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. .....
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 .....
