April 2020

Investment Consultants in the COVID-19 era: a time to shine?

The COVID-19 crisis is a defining moment for Investment Consultants to reinforce their value. They have the ability to conduct impressive research and create deeply thoughtful recommendations, but the speed and delivery of this guidance can help differentiate their value in the eyes of their clients. This short blog post explores this in more detail.

Recent Insights

Jacobi MPMS Webinar
Jacobi Platform

Bringing Model Portfolios into the Modern Era with Jacobi MPMS | On Demand Webinar

Discover how Jacobi’s Model Portfolio Management System (MPMS) enables firms to scale the design and management of model portfolios, in this on demand webinar. .....
Jacobi Data Engine Customer case study
Jacobi Platform

Eliminating Data Complexity: How Jacobi Automated Model Mastering For A Leading Investment Firm

A fast-growing Australian investment firm was experiencing rapid growth in the number and complexity of model portfolios it offered. Each portfolio contained a diverse mix .....