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

capital group jacobi webinar
Investment Strategy

On Demand Webinar: The Global State of Model Portfolio Management with Jacobi and Capital Group

An exclusive Capital Group and Jacobi Strategies webinar examining the trends, operational best practices, and strategic priorities shaping model portfolio management globally. .....
Investment AI trials
Investment Technology

In Search of a Catalogue of Everything: The Reason Why Investment Manager AI Trials Are Stuck in Paralysis

Stalling AI trials in investment managers are uncovering an uncomfortable truth. AI is not exposing a technology problem, but rather an organisational one. .....