March 2020

Dark clouds closing in for MPS incumbents

The model portfolio service (MPS) market is becoming increasingly crowded as new entrants are attracted by lucrative basis point charges and scale benefits. Yet comparatively little innovation has materialized in this space. Read our thoughts on what the future may hold. Read our thoughts on what the future may hold.

Recent Insights

Jacobi charles river partnership
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Jacobi Partners with Charles River to Empower Scalable Model Portfolio Management

Jacobi Inc. today announced its integration with the Charles River Investment Management Solution (Charles River IMS), supporting institutional asset managers and wealth managers in scaling .....
DMIA 2025 (1)
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Jacobi Wins Best Platform for Risk and Portfolio Analytics

Jacobi has won Best Platform for Risk and Portfolio Analytics at the prestigious 2025 Data Management Insight Awards - USA. .....