News and Articles


Asset Management Darwinism: Storytelling is the Key to Survival (Webinar)

Hosts: Tony Mackenzie (Co-founder & CEO) and Tanya Bartolini (Co-founder & Global Head of Distribution)

In today's environment, asset managers are unable to survive by simply relying on fund performance. Learn how your peers are leveraging technology to scale and communicate investment solutions that are unique to each client challenge.

Topics include:

  • Technology is empowering sales teams to provide outcome-driven solutions, not push product
  • Investment teams and sales teams are working together to build a sustainable investment technology ecosystem, ultimately allowing them to scale and deliver valuable client engagements
  • Investment managers are diversifying their revenue beyond fund fees by commercializing their research
Link to the Jacobi Webinar video