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

Rethinking Portfolio Risk
Risk Management

Rethinking Portfolio Risk: A Factor-Based Perspective

Traditional measures of risk often focus on surface-level indicators such as historical volatility or scenario-based stress tests. These tools are useful, but they can miss .....
Jacobi MPMS cases study
Jacobi Platform

From Fragmentation to Scale: How a Leading OCIO Unified Global Model Portfolio Management Using Jacobi’s MPMS

How Jacobi delivered a global Model Portfolio Management System (MPMS) to centralize and scale a firm’s investment decision making process. .....