February 2024

Video Interview with Axioma discussing our partnership

Jacobi has launched an exciting partnership with Axioma which now enables Jacobi users to access Axioma’s equity and multi-asset class factor risk models and portfolio optimizer, better visualizing portfolio risks and informing portfolio construction decisions. Hear from Axioma Head of Wealth Management Chris Canova and Jacobi CRO Tanya Bartolini as they talk about the partnership and what it means for clients.

View the video here.

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. .....