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How investment managers can solve the alternative investments asset allocation challenge

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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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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...

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by Jacobi
| 13/03/2025 12:02:45

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 of our series, we explore the key questions investment managers face and the ways Jacobi’s technology can help overcome these challenges.

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