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Model Portfolios
June 2024

Jacobi releases Model Portfolio Tech to help investment firms capitalize on booming opportunity

Learn how companies like T.Rowe Price look to centralize and scale their model portfolio management and compete in a rapidly growing market. .....
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Investment Technology
June 2024

Client Spotlight Session: With T.Rowe Price

Learn how T.Rowe Price utilizes Jacobi’s technology to enhance portfolio construction, increase efficiency and better collaborate and engage with advisors and clients. .....
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Investment Management
June 2024

Top 10 Ways Technology can Transform Family Office Investment Management

In a time where the speed of change has never been so intense, Multi-Family offices (MFOs) face a pressing imperative: to embrace innovation and adapt .....
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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 .....
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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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Jacobi’s technology has its roots in institutional investment management and brings together investment expertise and a market-leading technology platform. Headquartered in San Francisco, the company is led by a team of experienced investment professionals and engineers.

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