August 2023

Why not all APIs are created equal.

Investment technologies are quick to boast of their API credentials. But a close inspection reveals that many leave a lot to be desired. APIs allow different platforms and technologies to coexist and connect seamlessly. Unfortunately, it is not always that simple; the reality is not all APIs are created equal. In this article, Curtis Evans outlines the limitations of many incumbent technologies in the market and why it’s important to prioritize technologies that put APIs first.

Recent Insights

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. .....
Jacobi MPMS governance
Model Portfolios

Model Portfolio Growth Is Accelerating—Is Governance Keeping Pace?

Model portfolios are growing rapidly in scale and complexity, but many investment organizations are struggling to maintain consistent governance, oversight, and control as they expand. .....
Investment technologies are quick to boast of their API credentials. But a close inspection reveals that many leave a lot to be desired.