Articles

• September 2020 - Model Portfolio Management: Consistency or Customization
• January 2020 - Bridging the gap between manager selection and asset allocation
• November 2019 - Your Investment Ecosystem: Will it stand the test of time?
• 0ctober 2019 - No-code is coming to the investing world
• 0ctober 2019 - Differentiate your capital market assumptions with Jacobi
• September 2019 - The most untapped opportunity in asset management
• August 2019 - The danger that lurks in investment teams
• July 2019 - Build vs. Buy? Top Factors When Optimizing for Both
• June 2019 - Commercializing Research: are Asset Managers finally opening up the research black box
• April 2019 - Integrating ESG Considerations in Portfolio Design
• October 2018 - Step Optimization and Portfolio Design
• June 2018 - Multi-Asset Class Modeling: Time to box up your traditional asset classes
• May 2018 - Modeling Illiquid Assets within Multi-Asset Portfolios
• July 2017 - Arithmetic vs Geometric: What’s it all mean
• May 2017 - An Inconvenient Truth: ESG and Asset Allocation

News

• September 2020 - Untangling the web of model portfolios
• August 2020 - How We Help - Jacobi by Client Type
• June 2020 - "Front-to-client" integration is the next big trend hitting the buy-side
• May 2020 - Authority Magazine's Influential Women in STEM
• April 2020 - Investment Consultants in the COVID-19 era: a time to shine?
• April 2020 - A Fresh Look at Storyboards in Jacobi
• March 2020 - Silver Linings Stress Test...
• March 2020 - Stronger Storytelling in the Age of COVID-19
• March 2020 - COVID-19: Economic Scenario Stress Testing
• March 2020 - The “Build vs. Buy” question for Investment Managers and Consultants just got a bit more interesting…
• March 2020 - Dark clouds closing in for MPS incumbents
• December 2019 - Asset Management Darwinism: Storytelling is the Key to Survival (Webinar)
• November 2019 - Fund fees won’t be enough – and four other things asset managers might have to get used to
• July 2019 - Jacobi announces launch into the European market
• July 2019 - Jacobi Raises $7.7M in Funding
• July 2019 - Fund management fintech Jacobi scores deal with £60bn pension scheme
• July 2019 - The Jacobi Story - Morgan’s Podcast
• May 2019 - Jacobi Client Forum hosted in San Francisco

Videos

• April 2019 - Integrating ESG: Interview
• May 2018 - Modeling Illiquid Assets
• December 2017 - Using Jacobi for customized client portfolio design
• November 2017 - Jacobi Overview - Move Beyond the Spreadsheets
• August 2017 - Move your portfolio design process away from spreadsheets