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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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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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Investment Strategy

Does Your Technology Undermine Your Total Portfolio Approach?

A Total Portfolio Approach (TPA) promises a cleaner line of sight between an investor’s overarching goal and every capital‑allocation choice that follows. Yet many institutions .....
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See how Jacobi’s highly customizable technology can support the scaling of investment processes and client engagement.

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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.

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