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December 2025

Jacobi Wins Best Portfolio Management Software Provider

We are thrilled to announce that Jacobi has been named Best Portfolio Management Software Provider at the prestigious 2025 Institutional Asset Manager Awards!

Awards like this are not possible without the hard work and dedication of our incredible team and the trust our clients place in us every day.

Congratulations to all the other Winners.

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Recent Insights

models and AI
Model Portfolios

Like Oil and Water? Top Ten Challenges of Mixing Public and Private Assets in Model Portfolios

As the growth of model portfolios intensifies across the globe, investment managers are now turning to models that invest across both public and private assets. .....
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capital group jacobi webinar
Investment Strategy

On Demand Webinar: The Global State of Model Portfolio Management with Jacobi and Capital Group

An exclusive Capital Group and Jacobi Strategies webinar examining the trends, operational best practices, and strategic priorities shaping model portfolio management globally. .....
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