Play Video

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.

Recent Insights

Investment Management

An historical analysis of steepening yield curves on investment portfolios

The US Treasury yield curve recently reached an extreme level of inversion, and despite having steepened somewhat, remains flat by historical standards. Many investors are .....

Leveraging AI in Portfolio Construction: Practical applications and insights

Artificial Intelligence (AI) is set to reshape portfolio construction and asset management in the years to come. As investment firms look to adopt AI tools, .....

Contact Us

See how Jacobi’s highly customizable technology can support the scaling of investment processes and client engagement.

Jacobi’s technology has its roots in institutional investment management and brings together investment expertise and a market-leading technology platform. Headquartered in San Francisco, the company is led by a team of experienced investment professionals and engineers.

Client Spotlight Session: With T.Rowe Price

Recent Insights

An historical analysis of steepening yield curves on investment portfolios

Leveraging AI in Portfolio Construction: Practical applications and insights

Contact Us

Jacobi

About Us

Careers

News

Login

Our Solution

Our Technology

How We Help

Who we help

Asset Managers

Investment Consultants

Wealth Managers

Asset Owners

Offices

San Francisco

London

Brisbane

Jacobi Inc. 2024

|

Privacy Policy