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November 2017

Jacobi Overview - Move Beyond the Spreadsheets

What’s possible when you move beyond Excel and PowerPoint for asset allocation and portfolio risk and return analysis? Learn how Jacobi platform enables multi-asset investment teams to better achieve their investment objectives.

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Jacobi Data Engine Customer case study
Jacobi Platform

Eliminating Data Complexity: How Jacobi Automated Model Mastering For A Leading Investment Firm

A fast-growing Australian investment firm was experiencing rapid growth in the number and complexity of model portfolios it offered. Each portfolio contained a diverse mix .....
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Jacobi data engine case study
Jacobi Platform

From Friction To Flow: Streamlining An End-To-End Multi-Asset Data Layer With Jacobi

A leading Global Asset Manager approached Jacobi seeking a unified, end-to-end data and investment workflow solution for the portfolio construction and the model management teams, .....
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