Insights

The latest investment insights, product updates and news from Jacobi.

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Elena Anisimova
Jacobi Awards
March 2026

Elena Anisimova awarded WatersTechnology Vendor Professional of the Year 2026

Jacobi's Elena Anisimova wins Vendor Professional Of The Year (Business Development) at the WatersTechnology Women in Technology & Data Awards 2026. .....
Jacobi AI assisted coding
Jacobi Platform
February 2026

Jacobi Launches Suite of AI-Assisted Coding Resources to Accelerate Custom Investment Technology Development

Jacobi Strategies (Jacobi), a global leader in investment technology, today announced the launch of its AI-Assisted Coding Resources, a powerful new suite of tools designed .....
TPA webinar 2026
Investment Strategy
February 2026

Solving the Operational Challenges of Implementing a Total Portfolio Approach | On Demand Webinar

In the webinar Jacobi and Alpha FMC bring a uniquely complementary perspective to these challenges - pairing leading investment‑technology architecture with deep expertise in operating‑model .....
Investment Management in the Non-Profit Sector
Investment Strategy
February 2026

Balancing Purpose and Performance: Investment Management in the Non-Profit Sector

As non-profit institutions’ reliance on long-term investing has grown, the governance systems overseeing these complex portfolios have often failed to evolve. Over the past two .....
Jacobi shortlisted - Wealth & Asset Management awards 2026
News
January 2026

Jacobi shortlisted for WealthTech Firm of the Year and Technology Firm of the Year (Platform) at the Wealth & Asset Management Awards 2026

Jacobi is proud to be recognised and shortlisted for two awards at the to 2026 Wealth & Asset Management Awards 2026. .....
off the record podcast - model portfolios Jacobi
Model Portfolios
January 2026

Curtis Evans of Jacobi Strategies discusses model portfolios on Institutional Asset Manager podcast

Curtis Evans of Jacobi Strategies, explains to Institutional Asset Management’s Beverly Chandler, how the firm’s offering works with model portfolios. .....
Best analytics platform - Jacobi
News
December 2025

Jacobi wins best analytics platform at Data Management Insights Awards Europe

Jacobi is proud to be recognised as the winner of the best analytics platform at the Data Management Insights Awards Europe 2025. .....
AFTA award - Jacobi
News
December 2025

Jacobi wins most innovative third-party technology vendor (analytics)

Jacobi wins most innovative third-party technology vendor (analytics) at the WatersTechnology American Financial Technology Awards 2025. .....
IAM Award
News
December 2025

Jacobi Wins Best Portfolio Management Software Provider

We are thrilled to announce that Jacobi has been named Best Portfolio Management Software Provider at the prestigious 2025 Institutional Asset Manager Awards! .....