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

Investment Technology

The complete picture: How bottom-up and top-down technologies enhance investment decision-making

Why pick one, when having both can enhance your investment decision-making. Read how by combining both top-down and bottom-up technologies, investment managers can design and .....

Improving portfolio outcomes by better connecting manager research and asset allocation

Most investment firms have distinct teams, systems and analytical approaches for conducting manager research and asset allocation. In this paper we consider how manager research .....

Contact Us

See how Jacobi’s highly customizable technology can support the scaling of investment processes and client engagement.

Jacobi’s technology has its roots in institutional investment management and brings together investment expertise and a market-leading technology platform. Headquartered in San Francisco, the company is led by a team of experienced investment professionals and engineers.

Jacobi Live Webinar on Mastering Model Portfolios

Recent Insights

The complete picture: How bottom-up and top-down technologies enhance investment decision-making

Improving portfolio outcomes by better connecting manager research and asset allocation

Contact Us

Jacobi

About Us

Careers

News

Login

Our Solution

Our Technology

How We Help

Who we help

Asset Managers

Investment Consultants

Wealth Managers

Asset Owners

Offices

San Francisco

London

Brisbane

Jacobi Inc. 2024

|

Privacy Policy