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.

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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.

Move your portfolio design process away from spreadsheets

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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