Today, more than 2.7 trillion dollars are invested through model portfolios in the United States alone. While models help to improve the scale and efficiency of investment firms, most clients expect more than a “one size fits all” approach. Investment groups therefore face a dilemma. How can they reap the benefits of model portfolios that give them the necessary scale, while also providing sufficient room for individual client customization? The answer lies in consistency of the process and technology.

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About Jacobi:
Jacobi's technology has its roots in institutional investment management and brings together investment expertise and a market-leading technology platform. Headquartered in San Francisco with offices in London, UK, and Brisbane, Australia, the company is led by a team of experienced investment professionals and engineers.