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. .....
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! .....
Jacobi Partners with Charles River to Empower Scalable Model Portfolio Management
Jacobi Inc. today announced its integration with the Charles River Investment Management Solution (Charles River IMS), supporting institutional asset managers and wealth managers in scaling .....
Why Investment Groups Need a New Data Strategy for the AI Era
As artificial intelligence transforms the investment landscape, traditional data strategies are rapidly losing relevance. For investment groups, the future demands a fundamental shift - from .....