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April 2020

A Fresh Look at Storyboards in Jacobi

In this video, Curtis Evans introduces you to Storyboards in Jacobi. These allow investment groups to rapidly scale their processes, step beyond spreadsheets and add efficiency. As market falls put the spotlight back on cost control, the transformation of investment firms has now become necessary.

Link to Article on LinkedIn

Recent Insights

Measuring What Matters: Valuation, Reporting, and Performance Management for Private Assets in a Total Portfolio Approach
Private Assets

Measuring What Matters: Valuation, Reporting, and Performance Management for Private Assets in a Total Portfolio Approach

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Beyond the PMS
Model Portfolios

Beyond the PMS: Why Model Portfolios Are Exposing Weakness in Operating Models

The investment management industry is undergoing a fundamental shift. As firms look to scale investment decisions across a growing range of clients, channels and products, .....
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