Return to insights
July 2019

The Jacobi Story - Morgan’s Podcast

Want to learn more about Jacobi's history, our DNA and our technology roadmap for the future? Jacobi Co-founder | Head of Global Distribution, Tanya Bartolini was recently a featured guest on Morgan's Financial podcast with @christitley.

Listen or Read more here.

Recent Insights

Top 5 Trends Shaping Model Portfolio Management in 2026
Model Portfolios

Top 5 Trends Shaping Model Portfolio Management in 2026

The landscape of model portfolios is undergoing a seismic shift. Once characterized by static, "off-the-shelf" investment strategies, the industry has evolved into a complex ecosystem .....
Read More >
Jacobi MPMS Webinar
Jacobi Platform

Bringing Model Portfolios into the Modern Era with Jacobi MPMS | On Demand Webinar

Discover how Jacobi’s Model Portfolio Management System (MPMS) enables firms to scale the design and management of model portfolios, in this on demand webinar. .....
Read More >