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

NA models article banner
Model Portfolios

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 .....
TPA article banner
Investment Strategy

Does Your Technology Undermine Your Total Portfolio Approach?

A Total Portfolio Approach (TPA) promises a cleaner line of sight between an investor’s overarching goal and every capital‑allocation choice that follows. Yet many institutions .....