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

multi-asset solutions
Investment Strategy

The evolution of multi-asset solutions: From cost center to profit engine

The transformation of asset managers over the past decade has often focused on headline-grabbing trends like the rise of private and illiquid assets, active ETFs, .....
Alternatives - wealth
Investment Strategy

How Investment Managers can solve the alternative investments asset allocation challenge

Incorporating alternative assets into multi-asset portfolios presents investment managers with the dual challenge of determining how much to allocate and deciding which alternative investments to .....