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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.

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 .....
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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 .....
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