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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.

In T.Rowe Price’s recent Client Spotlight Session Jacobi’s Elena Anisimova interviews Chris Augelli, Head of Advisor Engagement & Portfolio Construction Solutions at T.Rowe Price.

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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 .....
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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. .....
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