January 2026
Curtis Evans of Jacobi Strategies discusses model portfolios on Institutional Asset Manager podcast
Curtis Evans of Jacobi Strategies, explains to Institutional Asset Management’s Beverly Chandler, how the firm’s offering works with model portfolios.
Jacobi’s Curtis Evans recently spoke with Institutional Asset Manager’s Beverly Chandler about the rapid adoption of model portfolios, operational growing pains, and how modern technology like Jacobi is scaling model portfolio management and reshaping governance, compliance, and transparency.
Visit Institutional Asset Manager to watch the interview.
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