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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.

Recent Insights

Closing the Portfolio Construction Gap - nonprofits
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 .....
Rethinking Portfolio Risk
Risk Management

Rethinking Portfolio Risk: A Factor-Based Perspective

Traditional measures of risk often focus on surface-level indicators such as historical volatility or scenario-based stress tests. These tools are useful, but they can miss .....