March 2024

Jacobi Live Webinar on Mastering Model Portfolios

Join us in our live webinar where we will showcase how Jacobi can be used to streamline your investment firm's model portfolio processes - from the initial design of models, day-to-day management through to the distribution and communication of model changes to clients.

Date: Friday, 22nd of March 2024

Time: 10:00 AM – 10:30 AM GMT

To register for the live webinar, please click here.

https://us02web.zoom.us/webinar/register/WN_iipy7UKpQpiztLGrXlQAQA?li_fat_id=d40fef87-2057-4256-8fdd-69bd803ad7cc#/registration

Recent Insights

Jacobi shortlisted - Wealth & Asset Management awards 2026
News

Jacobi shortlisted for WealthTech Firm of the Year and Technology Firm of the Year (Platform) at the Wealth & Asset Management Awards 2026

Jacobi is proud to be recognised and shortlisted for two awards at the to 2026 Wealth & Asset Management Awards 2026. .....
off the record podcast - model portfolios Jacobi
Model Portfolios

Curtis Evans of Jacobi Strategies discusses model portfolios on Institutional Asset Manager podcast

Curtis Evans of Jacobi Strategies, explains to Institutional Asset Management’s Beverly Chandler, how the firm’s offering works with model portfolios. .....