November 2023

The emerging role of technology in insourced multi-asset management.

In recent years, the asset management sector has been undergoing a transformative change that has broad implications for the industry at large. Asset owners are increasingly choosing to bring various asset management functions in-house, and this creates opportunities for asset owners and their external fund managers and consultants to collaborate in new, value-adding ways.

Learn why asset owners are increasingly looking to insource asset management and how technology can enable this approach.

Recent Insights

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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 .....
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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 .....
In recent years, the asset management sector has been undergoing a transformative change that has broad implications for the industry at large.