December 2020

Jacobi wins again!

Jacobi has taken the award for “Investment Tech of the Year” at the UK FinTech Awards 2020. Thank you to our clients and partners that have helped us to create the next generation investment technology platform. Jacobi continues to be a pioneer of front-to-client investment technology and promoting a no-code solution for groups that need to scale their custom processes.

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 .....