Insights

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

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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. .....
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 .....
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. .....
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. .....
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 .....
AI Agent Webinar
Investment Technology
January 2025

ON DEMAND WEBINAR | The rise of AI agents and future-proofing technology for investment teams

In this webinar, Jacobi co-founder and CEO Tony Mackenzie explores the opportunities for investment firms using AI agents - whether as part of initial portfolio .....
multi-asset solutions
Investment Strategy
January 2025

The evolution of multi-asset solutions: From cost center to profit engine

The transformation of asset managers over the past decade has often focused on headline-grabbing trends like the rise of private and illiquid assets, active ETFs, .....
Alternatives - wealth
Investment Strategy
January 2025

How Investment Managers can solve the alternative investments asset allocation challenge

Incorporating alternative assets into multi-asset portfolios presents investment managers with the dual challenge of determining how much to allocate and deciding which alternative investments to .....
Alternative investments - wealth
Investment Strategy
January 2025

How Investment Managers can unlock the potential of alternative investments through technology

This article - the first in a four-part series - explores the foundational question of "Why Use Alternatives?" and the challenges of investing in alternative .....