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April 2019

Integrating ESG: Interview

Jacobi looks at ESG considerations for multi-asset investors, describing why it is critical to integrate ESG data into the core portfolio monitoring and decision-making framework alongside traditional factors. The video features case studies of the application of these techniques to portfolio construction issues.

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Model Portfolios

ON DEMAND WEBINAR | Connecting the Model Portfolio Lifecycle (North America)

In this on-demand webinar we showcase how Jacobi can connect the end-to-end model portfolio lifecycle from portfolio design to delivery - complementing existing technology stacks .....
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Investment Strategy

Does Your Technology Undermine Your Total Portfolio Approach?

A Total Portfolio Approach (TPA) promises a cleaner line of sight between an investor’s overarching goal and every capital‑allocation choice that follows. Yet many institutions .....