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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

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FE Investments selects Jacobi to accelerate growth of its Managed Portfolio Service (MPS)

Jacobi’s institutional-grade investment technology will be used to amplify and industrialize FEIs’ model portfolio risk monitoring, forward-looking analytics and model portfolio design processes. .....
Tanya Bartolini interview
News

The Wealth Mosaic Talks To Tanya Bartolini about her views on investment management and the Jacobi story

The Wealth Mosaic Talks To Tanya Bartolini, Co-Founder and CRO of Jacobi Inc. on why she founded Jacobi, her views on investment management, and industry .....