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

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. .....
Jacobi API
Jacobi Platform

Connect and automate your process with the Jacobi API

The Jacobi Application Programming Interface (API) enables investment managers to seamlessly connect with the Jacobi platform and enhance their processes. .....