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Does your technology undermine your Total Portfolio Approach?

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

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by Jacobi
| 29/07/2025 18:00:00

A Total Portfolio Approach (TPA) promises a cleaner line of sight between an investor’s overarching goal and every capital‑allocation choice that follows.

Yet many institutions still rely on legacy systems built for a world of asset‑class silos. This short thought piece highlights common fault lines, sketches the building blocks of a fit‑for‑purpose architecture, and sets out core principles no modern investment organisation should ignore.

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