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

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September 2023

Jacobi has announced a partnership with Axioma, a leading global provider of factor risk models, portfolio construction tools, and enterprise risk solutions

Jacobi and Axioma forge new partnership bringing investment managers enhanced risk analytics and optimization tools .....
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Risk Management
September 2023

The importance of Stress Testing and Scenario Analysis in multi asset portfolios.

We provide insights into various scenario analysis and stress testing methodologies, applications and challenges for investment managers. .....
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August 2023

Why not all APIs are created equal.

Investment technologies are quick to boast of their API credentials. But a close inspection reveals that many leave a lot to be desired. .....
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August 2023

Jacobi shortlisted as 'Investment Tech of the Year' for the US FinTech Awards!

Jacobi has been shortlisted as a finalist for the US FinTech Awards in the category of "Investment Tech of the Year." This recognition reflects our .....
Model Portfolios
June 2023

Why growing model portfolio customization poses a challenge to scalability

Tanya Bartolini discusses how the proliferation of model portfolios threatens many investment firm's efficiency and control. .....
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May 2023

Jacobi selected as "WealthTech Firm of the Year" at the Wealth and Asset Management Awards 2023

Investment Strategy
May 2023

Navigating Inflation Trends: Short-term versus long-term challenges and opportunities

The recent surge in inflation has meant investors have been forced to consider the implications for their investment strategies. .....
Investment Technology
April 2023

Why many investment technologies aren't what they seem when it comes to flexibility by Tony Mackenzie

Tony Mackenzie, co-founder at Jacobi discusses the limitations of investment systems in terms of flexibility, and importance of having access to an SDK to build .....
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Client Engagement
April 2023

Jacobi highlighted in 2023 APAC WealthTech Landscape Report

Tanya Bartolini discusses the growing need to deliver an institutional process to the mass affluent market. .....