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.

Recent Insights

Top 5 Trends Shaping Model Portfolio Management in 2026
Model Portfolios

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 .....
Jacobi MPMS Webinar
Jacobi Platform

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. .....