June 2022

Transforming Data to Insights: Overcoming Multi-Asset Data Hurdles

Data is the bedrock of the investment management industry. Investment firms that can efficiently harness data and develop processes to draw valuable insights can enjoy lucrative competitive advantage. Unfortunately, in the multi-asset space, data aggregation and analytical tools have not advanced to the same degree as for managers of individual asset classes due to a range of factors. Read our article to find out more about how technology can transform data to insight and provide better outcomes for clients.

Recent Insights

WealthTech firm of the year - Jacobi
Jacobi Awards

Jacobi wins WealthTech Firm of the Year at the Wealth & Asset Management Awards 2026

Jacobi is proud to be awarded WealthTech Firm of the Year at the MoneyAge, Wealth & Asset Management Awards 2026. .....
Private Asset Considerations within a Total Portfolio Approach
Investment Strategy

From Allocations to Exposures: Private Asset Considerations within a Total Portfolio Approach

How a Total Portfolio Approach (TPA) changes the way portfolios are constructed when private assets are a meaningful part of the allocation. .....
How multi-asset investors can harness data to differentiate their investment proposition