April 2023

Jacobi highlighted in 2023 APAC WealthTech Landscape Report

The 2023 APAC WealthTech Landscape Report has been released. The report is a comprehensive guide to the technology and related vendor marketplace for the APAC Wealth Management Community. In the report, Jacobi's Tanya Bartolini discusses the growing need for an institutional process for the mass affluent market.

The Jacobi article is found here.

The full WealthTech Landscape Report is found here.

Recent Insights

SAA verses TPA
Investment Strategy

Why Asset Owners are Trading SAA for a Total Portfolio Approach

This year, CalPERS, the largest pension fund in the US, announced plans to transition its $533bn portfolio from a Strategic Asset Allocation (SAA) to a .....
NA models article banner
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 .....