Insights

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

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News
April 2024

Jacobi named in the WealthTech100 for the third year running!

Fintech Global has named Jacobi as part of the 2024 WealthTech100's list of the world's most innovative technology solution providers. .....
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Model Portfolios
March 2024

Jacobi Live Webinar on Mastering Model Portfolios

Join us in our live webinar where we will showcase how Jacobi can be used to streamline your investment firm's model portfolio processes - from .....
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Investment Strategy
February 2024

Navigating Inflation Risks in the Presence of Financial Liabilities

Using case studies, we illustrate the real world impact of varying inflation on asset allocation and financial obligations. .....
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Technology
February 2024

Video Interview with Axioma discussing our partnership

Hear from Axioma's Chris Canova and Jacobi's Tanya Bartolini as they talk about our exciting partnership and what it means for clients. .....
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Model Portfolios
January 2024

Beneath Calm Waters: The Challenges of Model Portfolio Management

This article outlines the impacts of model proliferation, case studies and best practice suggestions for how technology can scale model portfolio processes efficiently for the .....
Morgans Podcast
News
December 2023

Jacobi interviewed as part of Bank to the Future 2.0 Series with Morgan's Financial Limited

Tanya Bartolini from Jacobi recently enjoyed speaking to Chris Tilley with Morgans Financial Limited about Jacobi's evolution and our plans for the future. .....
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News
December 2023

Jacobi awarded Waters Technology AFTA for most innovative third-party technology vendor (trading, risk & compliance).

We are delighted to win a prestigious 2023 Waters Technology AFTA (American Financial Technology Award) for most innovative third-party technology vendor (trading, risk & compliance). .....
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News
December 2023

Jacobi wins Best Data Visualisation Provider!

Jacobi wins Best Data Visualisation Provider at the A-Team Insight Data Management Insights Awards Europe 2023 .....
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Investment Technology
November 2023

The emerging role of technology in insourced multi-asset management.

In recent years, the asset management sector has been undergoing a transformative change that has broad implications for the industry at large. .....