The search term must be a minimum of 3 characters.

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type

Business Needs
Select Business Need
Resource Type
Select Search Type
research & insights from Jacobi

An Inconvenient Truth: ESG and Asset Allocation

Share this resource
company

Jacobi's storyboard technology has its roots in institutional investment management and brings together investment expertise and a market-leading technology platform

View Solution Provider Profile

Connect with Jacobi

solution

Jacobi

Jacobi allows firms to integrate their entire multi-asset investment lifecycle - from portfolio design, to portfolio management and, critically, to engaging with clients. The software combines market-leading cloud-based technology with a powerful multi-asset modelling engine. This is supplemented by  extensive tools to scale and automate investment and client engagement workflows.  Jacobi...

view solution
by Jacobi
| 30/03/2022 12:00:00

Investment debates about ESG typically fixate on individual stock and bond selection decisions. Yet it‘s worth stepping back to assess how ESG impacts asset allocation and portfolio design. This short piece explores three thorny areas that we have been discussing with clients. The truth is they‘re tough to solve, both technically and philosophically.

Click on the image below to download the report

More from Jacobi

Navigating inflation risks in the presence of financial liabilities

by Jacobi | 14/02/2024 13:00:00

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...

Beneath calm waters - the challenges of model portfolio management

by Jacobi | 24/01/2024 10:00:00

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...

Diversification under the microscope

by Jacobi | 18/01/2023 09:00:00

Institutional investors point to diversification as the primary reason for investing in alternative assets. In light of this, we show in this paper different ways that investors can evaluate the...

Building Smarter Risk Factor Modeling with Jacobi

by Jacobi | 24/08/2022 12:00:00

Risk factor modelling is attractive to managers of multi-asset class portfolios for its ability to cut through the sometimes arbitrary layers of diversification embedded in portfolios and provide insight into...

Connect with Jacobi

Send

Thanks for connecting with Jacobi

We will inform Jacobi of your interest and request that they connect with you.

Please sign up to see more

Sign up or login if a Wealth Manager

Register as a Solution Provider