Insights

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

Subject Filter
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! .....
client reporting article (1)
Client Engagement
November 2025

Modernizing Client Reporting: 10 Things Investment Managers Must Get Right

10 considerations to modernize your reporting, with practical moves you can implement right now. .....
Jacobi charles river partnership
News
September 2025

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 .....
DMIA 2025 (1)
News
September 2025

Jacobi Wins Best Platform for Risk and Portfolio Analytics

Jacobi has won Best Platform for Risk and Portfolio Analytics at the prestigious 2025 Data Management Insight Awards - USA. .....
Investment data strategy
Investment Strategy
September 2025

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 .....