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December 2017
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.
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Investment Strategy
Closing the Portfolio Construction Gap: A Total Portfolio Approach to Investment Oversight for Nonprofits
Managing a non-profit's investment portfolio is a challenging and intricate task, regardless of whether that program is managed internally or overseen by an Outsourced Chief .....
