The evolution of multi-asset solutions: from cost center to profit engine

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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

| 25/04/2025 12:00:00

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 crypto assets. However a more subtle yet equally impactful shift has taken place: the rise of multi-asset solutions.

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