insight
25th April 2025
The transformation of asset managers over the past decade has often focused on headline-grabbing trends like the rise of private and illiquid assets, active ETFs, passive and systematic strategies, and...
insight
16th April 2025
Artificial Intelligence (AI) is set to reshape portfolio construction and asset management in the years to come. As investment firms look to adopt AI tools, a critical question emerges: How...
insight
21st March 2025
Jacobi CEO Tony Mackenzie discusses how investment firms can future proof their investment processes and operating model to better harness the enormous potential of data, automation and artificial intelligence.
Learn more...
news
13th March 2025
Tanya Bartolini, Co-founder of Jacobi, named WatersTechnology Woman Of The Year at the 2025 Women in Technology & Data Awards.
Jacobi, a leading technology firm focused on transforming multi-asset investment management,...
insight
13th March 2025
Incorporating alternative assets into multi-asset portfolios presents investment managers with the dual challenge of determining how much to allocate and deciding which alternative investments to choose. In this second paper...
The Wealth Mosaic
4th February 2025
An extended look into Jacobi’s journey, challenges, and future.
Q: Can you share your background and the story of how Jacobi was founded?
It is truly exciting to reflect on how far...
insight
16th January 2025
Most investment firms have distinct teams, systems and analytical approaches for conducting manager research and asset allocation. In this paper we consider how manager research and asset allocation can better...
insight
8th January 2025
The limitations of traditional optimisation processes are well-known, leading many asset allocators to overlook their use in portfolio construction. In this paper, we discuss some of the known challenges in...
insight
14th November 2024
Our recent roundtable with some of the UK’s leading investment managers took the pulse of the MPS market today and showed plenty of confidence that the core drivers for MPS...
news
4th November 2024
In this roundtable, Jacobi co-founder and CEO Tony Mackenzie explores the opportunities for investment firms using AI agents - whether as part of initial portfolio construction, ongoing investment and operations...
blogs
23rd October 2024
From portfolio management, to client reporting, across risk management, through to marketing automation – the scope for potential use of no-code is broad, and growing. As no-code technology continues to...
insight
15th October 2024
At Jacobi, we’ve helped many Outsourced Chief Investment Officers (OCIOs) from the US, Europe and Australia scale their businesses across a wide range of workflows. In this article, we look...
blogs
8th October 2024
Financial services firms have made substantial investments in new technology in recent years, a trend that continues. As a result, investment management firms today face the challenge of ensuring seamless...
insight
1st October 2024
The financial services industry continues to evolve rapidly, and wealth managers must stay ahead of the curve to remain competitive. Here are six tips wealth managers can apply to future-proof...
blogs
26th September 2024
The debate around building vs. buying technology has become an increasingly nuanced decision as the technology and financial services industries continue to collide. We are now seeing the most forward-thinking...
insight
16th September 2024
As the role of Outsourced Chief Investment Officers (OCIOs) continues to gain traction in the investment world, scalability becomes a critical concern. Investment professionals are increasingly relying on OCIOs to...
news
5th September 2024
Navigating the MPS surge: challenges & strategies for DFMs - an event on 10th October 2024 focusing on the rapid growth of model portfolio services (MPS) and the emerging risks and...
news
20th August 2024
The utilisation of model portfolios among financial advisors has emerged as a transformative force, with staggering growth in model portfolios projected to continue over the next decade. And with good...
videos
12th August 2024
Learn how T.Rowe Price utilizes Jacobi’s technology to enhance portfolio construction, increase efficiency and better collaborate and engage with advisors and clients.
In T.Rowe Price’s recent Client Spotlight Session Jacobi’s Elena Anisimova interviews...
blogs
4th July 2024
In a time where the speed of change has never been so intense, Multi-Family offices (MFOs) face a pressing imperative: to embrace innovation and adapt to the evolving needs of...
news
1st July 2024
Learn how companies like T.Rowe Price look to centralise and scale their model portfolio management and compete in a rapidly growing market.
San Francisco 26 June 2024
The utilisation of model portfolios...
news
26th June 2024
LONDON, June 26, 2024 /PRNewswire/ -- The utilisation of model portfolios among financial advisers has emerged as a transformative force, with staggering growth in model portfolios projected to continue over...
videos
20th June 2024
Learn how T.Rowe Price utilizes Jacobi’s technology to enhance portfolio construction, increase efficiency and better collaborate and engage with advisors and clients.
In T.Rowe Price’s recent Client Spotlight Session Jacobi’s Elena Anisimova interviews...
news
1st May 2024
Jacobi has been named in the WealthTech100 for 2024, which makes it three years running!
The WEALTHTECH100 is an annual list of 100 of the world’s most innovative WealthTech companies selected...
case study
16th April 2024
In this paper, we summarise the impact of economic trends on inflation and how they impact investors with financial liabilities. Given the complexities and importance of managing inflation risks, we...
news
18th March 2024
Join us in our live webinar, where we will showcase how Jacobi can be used to streamline your investment firm's model portfolio processes - from the initial design of models...
case study
11th March 2024
Jacobi has launched an exciting partnership with Axioma, which now enables Jacobi users to access Axioma’s equity and multi-asset class-factor risk models and portfolio optimiser, better visualising portfolio risks and...
insight
14th February 2024
In this paper, we summarise the impact of economic trends on inflation, and how they impact investors with financial liabilities. Given the complexities and importance of managing inflation risks, we...
insight
24th January 2024
The use of model portfolios by wealth managers and RIAs continues to grow strongly due to flexibility and cost efficiency. This success has not come without a cost. The increased...
videos
10th January 2024
Scenario analysis and stress testing are indispensable tools for evaluating the performance and potential risks to multi-asset portfolios across diverse market conditions.
With Jacobi’s powerful new Scenario Builder Module users can...
videos
5th January 2024
Designing and constructing multi-asset portfolios can be a consuming task. Jacobi’s Portfolio Builder application is designed to support the dynamic nature of the portfolio design process.
videos
19th December 2023
Growing model portfolio customisation poses a challenge to the scalability of processes and governance. With our Model Builder app, you can easily streamline workflows, optimise portfolios, generate insightful reports, and engage...
blogs
12th December 2023
In recent years, the asset management sector has been undergoing a transformative change that has broad implications for the industry at large. Asset owners are increasingly choosing to bring various...
news
Business Strategy & Advisory
Technology Strategy & Consulting
18th September 2023
Custom investment processes are key to differentiating in the competitive asset management industry. Yet firms must often choose between expensive in-house technology development or an outsourced approach with limited customisation...
blogs
Portfolio Build, Analysis & Reporting
Portfolio & Wealth Management Systems
14th September 2023
Introduction
How do your multi-asset portfolios perform under different market conditions?
How do you test your portfolio construction, screen for risk concentrations and gauge factor sensitivity?
Portfolio managers often field such questions from...
blogs
Digital Platforms & Tools
Market & Business Infrastructure
28th August 2023
Having an API is a table stakes for investment technology in today’s world. An Application Programming Interface (API) defines the methods and data formats with which other applications can request...
blogs
Portfolio Build, Analysis & Reporting
Portfolio & Wealth Management Systems
27th June 2023
In little more than two decades model portfolios have come to dominate the way investment decision-making is packaged and sold to clients. Their success has enabled investment groups to deploy...
The Wealth Mosaic
Data Management & Analysis
Investment Platforms & Tools
26th May 2023
In most industries, the customer is the fundamental driver of change. This has never been more evident in financial services as the rise of the mass affluent market and it...
blogs
23rd May 2023
This is true for investors with liabilities explicitly linked to inflation, like Defined Benefit plans, as well as those with more implicit linkages, such as Defined Contribution plans aiming to...
news
18th May 2023
FinTech Global has named Jacobi as part of the 2023 WealthTech100. This list is a ranking of the world’s most innovative technology solution providers that support investment firms, private banks and...
solution information
12th May 2023
Tony Mackenzie, one of Jacobi’s co-founders, recognised a need when he was working as a chief strategist of one of Australia’s largest wholesale fund managers, QIC. During this time, he...
blogs
Digital Platforms & Tools
Software Development & Management
2nd May 2023
Why do investment systems not have tools that allow you to extend and develop on their platforms? It is a key question that any CIO, CTO or COO should ask...
news
15th February 2023
London 15th February - Jacobi Strategies (Jacobi) has been selected to enhance the analytics and digital tools provided to Legal & General Investment Management’s (LGIM) delegated solutions clients.
Jacobi will deliver on-demand,...
insight
1st July 2022
Portfolio optimization is often a poorly understood tool for portfolio construction, and therefore an underutilized one. We believe that reframing portfolio optimization as a lens to better understand the drivers...
blogs
1st June 2022
Data is the bedrock of the investment management industry. Investment firms that can efficiently harness data and develop processes to draw valuable insights can enjoy lucrative competitive advantage. Unfortunately, in...
news
19th May 2022
On the 19th of May 2022, Jacobi was announced as the Technology Provider of the Year at the 2022 MoneyAge Asset Management Awards.
The Asset Management Awards are designed to recognise...
blogs
Client Engagement & Management
Investment Platforms & Tools
17th May 2022
Bonds have for a long time been the most important (and sometimes only) diversifier to equity risk in many investors’ portfolios. The traditional 60-40 Equity-Bond portfolio is a great case-in-point....
blogs
Client Engagement & Management
Investment Platforms & Tools
2nd May 2022
The risk models within them are built from the bottom-up. Each and every security is organised, categorised and linked to factors that underpin a range of models and tools for...
blogs
11th January 2022
1. Balancing scale and customization
Most asset managers have already created or spun-out dedicated teams to design and manage customized solutions for sophisticated clients. But only now are they realizing that...
blogs
Client Engagement & Management
Investment Platforms & Tools
10th August 2021
'Never let a good crisis go to waste'
Through the COVID pandemic, there has been no shortage of pundits quoting the unverified Churchill quote of ‘never let a good crisis go...
blogs
Client Engagement & Management
Investment Platforms & Tools
8th August 2021
Introduction
The phenomenon of outsourced investment services has exploded in recent years. Once a niche offering from firms founded by ex-nonprofit CIO’s, nearly everyone has gotten into the game over the...
blogs
Client Engagement & Management
Investment Platforms & Tools
23rd July 2021
Over the past few years, we’ve seen valuations balloon — making the wealthy wealthier but also making their situations more complex. Portfolios for individuals and families are becoming much more...
blogs
Client Engagement & Management
Portfolio Build, Analysis & Reporting
1st November 2020
Many investment groups are now entering their budget phase and prioritizing technology initiatives for 2021. Jacobi CEO and Co-Founder Tony Mackenzie weighs in on what investment managers should prioritise most...
blogs
Client Engagement & Management
Portfolio Build, Analysis & Reporting
1st September 2020
While model portfolios are created to help investment firms improve their scale and efficiency, their recent proliferation have created new obstacles for managers. This paper discusses the unintended consequences of...
blogs
Client Engagement & Management
Portfolio Build, Analysis & Reporting
1st June 2020
Faced with ever-increasing competition and client demands, investment groups will need to make more of their investment intelligence available to clients. In this article, we discuss the concept of "front-to-client"...
blogs
Client Engagement & Management
Investment Platforms & Tools
1st June 2020
Faced with ever-increasing competition and client demands, investment groups will need to make more of their investment intelligence available to clients. In this article, we discuss the concept of "front-to-client"...
blogs
Portfolio Build, Analysis & Reporting
Portfolio & Wealth Management Systems
1st April 2020
The model portfolio service (MPS) market is becoming increasingly crowded as new entrants are attracted by lucrative basis point charges and scale benefits. Yet comparatively little innovation has materialized in...
blogs
Client Engagement & Management
Portfolio Build, Analysis & Reporting
23rd March 2020
In our new norm, the Age of COVID-19, visual storytelling is critical. Successful storytellers in the asset management space need to weave together their core investment principles in an intuitive,...
insight
Client Engagement & Management
Investment Platforms & Tools
1st October 2018
Portfolio optimization is a theoretically appealing solution to the portfolio construction problem. In practice, optimized solutions often have several shortcomings:
The impossibility of completely defining each investor’s objective function means outcomes...
