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 API
Jacobi Platform

Connect and automate your process with the Jacobi API

The Jacobi Application Programming Interface (API) enables investment managers to seamlessly connect with the Jacobi platform and enhance their processes. .....
Jacobi scaling advisory case study
Investment Technology

Scaling investment advisory services with Jacobi

Jacobi case study: A leading asset consultant in the Asia Pacific region with over $500bn of assets under advice. The Client supports defined benefit, defined .....