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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.

UK FinTech Awards 2020

Announcement video for winner of “Investment Tech of the Year”

Recent Insights

Private Asset Considerations within a Total Portfolio Approach
Investment Strategy

From Allocations to Exposures: Private Asset Considerations within a Total Portfolio Approach

How a Total Portfolio Approach (TPA) changes the way portfolios are constructed when private assets are a meaningful part of the allocation. .....
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Jacobi MPMS governance
Model Portfolios

Model Portfolio Growth Is Accelerating—Is Governance Keeping Pace?

Model portfolios are growing rapidly in scale and complexity, but many investment organizations are struggling to maintain consistent governance, oversight, and control as they expand. .....
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