Rethinking Portfolio Risk: A Factor-Based Perspective
Traditional measures of risk often focus on surface-level indicators such as historical volatility or scenario-based stress tests. These tools are useful, but they can miss .....
FinTech Global has announced the latest edition of its annual WealthTech100 list, recognising the technology providers transforming the global wealth management industry. .....
Top 5 Trends Shaping Model Portfolio Management in 2026
The landscape of model portfolios is undergoing a seismic shift. Once characterized by static, "off-the-shelf" investment strategies, the industry has evolved into a complex ecosystem .....
Bringing Model Portfolios into the Modern Era with Jacobi MPMS | On Demand Webinar
Discover how Jacobi’s Model Portfolio Management System (MPMS) enables firms to scale the design and management of model portfolios, in this on demand webinar. .....
Eliminating Data Complexity: How Jacobi Automated Model Mastering For A Leading Investment Firm
A fast-growing Australian investment firm was experiencing rapid growth in the number and complexity of model portfolios it offered. Each portfolio contained a diverse mix .....
From Friction To Flow: Streamlining An End-To-End Multi-Asset Data Layer With Jacobi
A leading Global Asset Manager approached Jacobi seeking a unified, end-to-end data and investment workflow solution for the portfolio construction and the model management teams, .....
Top 5 Trends Shaping Model Portfolio Management in 2026 | On Demand Webinar
Model Portfolio Management is changing faster than ever - and success in 2026 will be defined by how investment teams adapt their operating models, technology .....
The Unified Lens: Why Private Assets Demand a Total Portfolio Approach
Private assets now occupy a core position in the portfolios of most sophisticated institutional investors. As these allocations have grown, investors are no longer focused .....
