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September 2025

Jacobi Wins Best Platform for Risk and Portfolio Analytics

Jacobi has won Best Platform for Risk and Portfolio Analytics at the prestigious 2025 Data Management Insight Awards - USA.

Jacobi has won Best Data Platform for Risk and Portfolio Analytics at the prestigious 2025 Data Management Insight Awards – USA. These annual awards recognise the top providers of data management solutions, services, and consultancy for the capital markets across the United States.

The awards were judged by an Independent advisory board, representing some of America’s largest and most respected investment firms.

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WealthTech firm of the year - Jacobi
Jacobi Awards

Jacobi wins WealthTech Firm of the Year at the Wealth & Asset Management Awards 2026

Jacobi is proud to be awarded WealthTech Firm of the Year at the MoneyAge, Wealth & Asset Management Awards 2026. .....
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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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