Return to insights
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

Governance by design
Investment Technology

Governance by Design: Technology and Investment Oversight in the Non-Profit Sector

Governance, not scale, drives long-term non-profit investment results. Learn why institutional memory, oversight, and technology design determine outcomes. .....
Read More >
AI assisted coding - Jacobi
Investment Technology

Webinar: AI Assisted Coding with Jacobi

Unlocking Innovation in Investment Teams: AI-Assisted Coding with Jacobi .....
Read More >