December 2023

Jacobi awarded Waters Technology AFTA for most innovative third-party technology vendor (trading, risk & compliance).

Jacobi is delighted to win a prestigious Waters Technology AFTA (American Financial Technology Award) for most innovative third-party technology vendor (trading, risk & compliance). The Waters Technology AFTAs is the pre-eminent North American award recognizing excellence in the development deployment and management of financial technology.

Hear from Waters as to all the winners in each category and why they won here.

Contact us to learn how Jacobi can help you better manage your multi-asset portfolio design, analytics and client engagement.

Recent Insights

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Investment Strategy

Navigating Inflation Risks in the Presence of Financial Liabilities

Using case studies, we illustrate the real world impact of varying inflation on asset allocation and financial obligations. .....
Axioma image

Video Interview with Axioma discussing our partnership

Hear from Axioma's Chris Canova and Jacobi's Tanya Bartolini as they talk about our exciting partnership and what it means for clients. .....