Using Jacobi for customized client portfolio design
Question: What tools are the world’s leading asset managers using for portfolio design? Here’s a hint: it’s not (multiple) spreadsheets.
Recent Insights
Jacobi Awards
Jacobi Shortlisted in Funds Europe Awards 2026
Jacobi is proud to announce we have been shortlisted in the Funds Europe Award 2026, for European FundsTech Provider of the Year: Front Office category. .....
Jacobi Named Finalist in the 2026 Wealth Management Industry Awards for Portfolio Analytics
Jacobi, a leading provider of multi-asset portfolio construction, analytics and investment management technology, is proud to be named a finalist in the Portfolio Analytics category .....
