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Finnies
News
May 2025

Jacobi named finalist in 2025 FinTech Australia Finnies for Excellence in Wealth Management.

Jacobi is delighted to be named a finalist in the 2025 FinTech Australia Finnies for Excellence in Wealth Management. .....
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model management
Model Portfolios
May 2025

The institutionalisation of wealth management: Five key shifts reshaping the industry

Change is afoot in wealth managers globally. While each face their own client, business and regulatory challenges, there is a common thread across the globe: .....
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TPA
Investment Management
May 2025

Beyond benchmarks: Measuring success in a Total Portfolio Approach

How a Total Portfolio Approach (TPA) is changing the way asset managers benchmark and measure success, compared to a traditional asset allocation approach. .....
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TPV webinar
Investment Strategy
April 2025

ON DEMAND WEBINAR | The reality of a total portfolio approach

In this webinar, The Jacobi team discuss the opportunities presented by a TPA approach and, showcase how Jacobi is used to support TPA transformation and .....
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volatility article
Investment Strategy
April 2025

Benchmarking portfolio resilience in times of market volatility

During periods of market stress and sharp bouts of portfolio volatility, like we are currently experiencing, investors and stakeholders can become acutely focused on portfolio .....
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Tanya Bartolini, Jacobi
News
March 2025

Tanya Bartolini awarded WatersTechnology Woman Of The Year 2025

Tanya Bartolini, Co-Founder of Jacobi, named WatersTechnology Woman Of The Year at the 2025 Women in Technology & Data Awards. .....
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alternative investments
Investment Strategy
March 2025

Alternatives for Investment Managers - A Case Study

The fifth and final paper in our series on private market investing for investment managers, we step through a case study that brings together the .....
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fe-investments_logo_colour_cmyk-2786x1426
News
February 2025

FE Investments selects Jacobi to accelerate growth of its Managed Portfolio Service (MPS)

Jacobi’s institutional-grade investment technology will be used to amplify and industrialize FEIs’ model portfolio risk monitoring, forward-looking analytics and model portfolio design processes. .....
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Tanya Bartolini interview
News
February 2025

The Wealth Mosaic Talks To Tanya Bartolini about her views on investment management and the Jacobi story

The Wealth Mosaic Talks To Tanya Bartolini, Co-Founder and CRO of Jacobi Inc. on why she founded Jacobi, her views on investment management, and industry .....
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