August 2017

Move your portfolio design process away from spreadsheets

The Jacobi platform enables multi-asset investment teams to focus on the associated risks and analysis required to achieve specific objectives.

Recent Insights

Stress Testing Private Assets in a Total Portfolio Approach
Investment Strategy

Beyond Point-in-Time Metrics: Stress Testing Private Assets in a Total Portfolio Approach

Private assets don't just require a different allocation approach. They require a different way of thinking at every stage of portfolio management, including how resilience .....
separating investment IP from IT
Investment Technology

Beyond the Build vs. Buy Debate

Why Forward-Thinking Investment Firms Are Separating IP from Investment Technology. .....