Insights

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

Subject Filter
Jacobi API
Jacobi Platform
March 2026

Connect and automate your process with the Jacobi API

The Jacobi Application Programming Interface (API) enables investment managers to seamlessly connect with the Jacobi platform and enhance their processes. .....
Jacobi scaling advisory case study
Investment Technology
March 2026

Scaling investment advisory services with Jacobi

Jacobi case study: A leading asset consultant in the Asia Pacific region with over $500bn of assets under advice. The Client supports defined benefit, defined .....
Jacobi Report designer
Jacobi Platform
March 2026

Bring your client engagement to life with Jacobi’s Report Designer

Jacobi’s powerful Report Designer seamlessly connects rich investment and portfolio analytics into dynamic visualization and reporting tools, bringing your investment story to life. .....
Best Supplier for Portfolio Management Technology
Jacobi Awards
April 2026

Jacobi highly commended in Best Supplier for Portfolio Management Technology at PWM Wealth Tech Awards 2026

Jacobi is proud to be recognized at the PWM Wealth Tech Awards 2026 as highly commended in the category of Best Supplier for Portfolio Management .....
Finnies 26
Jacobi Awards
April 2026

Jacobi shortlisted as a Finnies 2026 finalist!

Jacobi is proud to be shortlisted for Excellence in Wealth Management (including PFM & Robo) at the Fintech Australia Finnies 2026. .....
Closing the Portfolio Construction Gap - nonprofits
Investment Strategy
April 2026

Closing the Portfolio Construction Gap: A Total Portfolio Approach to Investment Oversight for Nonprofits

Managing a non-profit's investment portfolio is a challenging and intricate task, regardless of whether that program is managed internally or overseen by an Outsourced Chief .....
Rethinking Portfolio Risk
Risk Management
April 2026

Rethinking Portfolio Risk: A Factor-Based Perspective

Traditional measures of risk often focus on surface-level indicators such as historical volatility or scenario-based stress tests. These tools are useful, but they can miss .....
Jacobi MPMS cases study
Jacobi Platform
April 2026

From Fragmentation to Scale: How a Leading OCIO Unified Global Model Portfolio Management Using Jacobi’s MPMS

How Jacobi delivered a global Model Portfolio Management System (MPMS) to centralize and scale a firm’s investment decision making process. .....
Jacobi wealthtech100 2026
Jacobi Awards
April 2026

Jacobi selected in the WealthTech100 for 2026

FinTech Global has announced the latest edition of its annual WealthTech100 list, recognising the technology providers transforming the global wealth management industry. .....