May 2018

Modeling Illiquid Assets

Investors need a highly customized technology solution to address the unique challenges posed by illiquids. This three-minute video demonstrates how Jacobi can improve the way you model and incorporate illiquid assets within a multi-asset portfolio.

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Investment Strategy

Why Asset Owners are Trading SAA for a Total Portfolio Approach

This year, CalPERS, the largest pension fund in the US, announced plans to transition its $533bn portfolio from a Strategic Asset Allocation (SAA) to a .....

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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See how Jacobi’s highly customizable technology can support the scaling of investment processes and client engagement.

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.

Modeling Illiquid Assets

Recent Insights

Why Asset Owners are Trading SAA for a Total Portfolio Approach

ON DEMAND WEBINAR | Connecting the Model Portfolio Lifecycle (North America)

Contact Us

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