insight
16th January 2025
Most investment firms have distinct teams, systems and analytical approaches for conducting manager research and asset allocation. In this paper we consider how manager research and asset allocation can better...
insight
8th January 2025
The limitations of traditional optimisation processes are well-known, leading many asset allocators to overlook their use in portfolio construction. In this paper, we discuss some of the known challenges in...
insight
25th November 2024
Artificial Intelligence (AI) is set to reshape portfolio construction and asset management in the years to come. As investment firms look to adopt AI tools, a critical question emerges: How...
blogs
23rd October 2024
From portfolio management, to client reporting, across risk management, through to marketing automation – the scope for potential use of no-code is broad, and growing. As no-code technology continues to...
blogs
8th October 2024
Financial services firms have made substantial investments in new technology in recent years, a trend that continues. As a result, investment management firms today face the challenge of ensuring seamless...
insight
1st October 2024
The financial services industry continues to evolve rapidly, and wealth managers must stay ahead of the curve to remain competitive. Here are six tips wealth managers can apply to future-proof...
blogs
26th September 2024
The debate around building vs. buying technology has become an increasingly nuanced decision as the technology and financial services industries continue to collide. We are now seeing the most forward-thinking...
blogs
4th July 2024
In a time where the speed of change has never been so intense, Multi-Family offices (MFOs) face a pressing imperative: to embrace innovation and adapt to the evolving needs of...
news
1st July 2024
Learn how companies like T.Rowe Price look to centralise and scale their model portfolio management and compete in a rapidly growing market.
San Francisco 26 June 2024
The utilisation of model portfolios...
news
26th June 2024
LONDON, June 26, 2024 /PRNewswire/ -- The utilisation of model portfolios among financial advisers has emerged as a transformative force, with staggering growth in model portfolios projected to continue over...
Video
20th June 2024
Learn how T.Rowe Price utilizes Jacobi’s technology to enhance portfolio construction, increase efficiency and better collaborate and engage with advisors and clients.
In T.Rowe Price’s recent Client Spotlight Session Jacobi’s Elena Anisimova interviews...
Video
19th December 2023
Growing model portfolio customisation poses a challenge to the scalability of processes and governance. With our Model Builder app, you can easily streamline workflows, optimise portfolios, generate insightful reports, and engage...
news
Business Strategy & Advisory
Technology Strategy & Consulting
18th September 2023
Custom investment processes are key to differentiating in the competitive asset management industry. Yet firms must often choose between expensive in-house technology development or an outsourced approach with limited customisation...
blogs
Digital Platforms & Tools
Market & Business Infrastructure
28th August 2023
Having an API is a table stakes for investment technology in today’s world. An Application Programming Interface (API) defines the methods and data formats with which other applications can request...
blogs
Portfolio Build, Analysis & Reporting
Portfolio & Wealth Management Systems
27th June 2023
In little more than two decades model portfolios have come to dominate the way investment decision-making is packaged and sold to clients. Their success has enabled investment groups to deploy...
The Wealth Mosaic
Data Management & Analysis
Investment Platforms & Tools
26th May 2023
In most industries, the customer is the fundamental driver of change. This has never been more evident in financial services as the rise of the mass affluent market and it...
blogs
23rd May 2023
This is true for investors with liabilities explicitly linked to inflation, like Defined Benefit plans, as well as those with more implicit linkages, such as Defined Contribution plans aiming to...
solution information
12th May 2023
Tony Mackenzie, one of Jacobi’s co-founders, recognised a need when he was working as a chief strategist of one of Australia’s largest wholesale fund managers, QIC. During this time, he...
blogs
Digital Platforms & Tools
Software Development & Management
2nd May 2023
Why do investment systems not have tools that allow you to extend and develop on their platforms? It is a key question that any CIO, CTO or COO should ask...
news
19th May 2022
On the 19th of May 2022, Jacobi was announced as the Technology Provider of the Year at the 2022 MoneyAge Asset Management Awards.
The Asset Management Awards are designed to recognise...
blogs
Client Engagement & Management
Investment Platforms & Tools
17th May 2022
Bonds have for a long time been the most important (and sometimes only) diversifier to equity risk in many investors’ portfolios. The traditional 60-40 Equity-Bond portfolio is a great case-in-point....
blogs
Client Engagement & Management
Investment Platforms & Tools
2nd May 2022
The risk models within them are built from the bottom-up. Each and every security is organised, categorised and linked to factors that underpin a range of models and tools for...
blogs
11th January 2022
1. Balancing scale and customization
Most asset managers have already created or spun-out dedicated teams to design and manage customized solutions for sophisticated clients. But only now are they realizing that...
blogs
Client Engagement & Management
Investment Platforms & Tools
10th August 2021
'Never let a good crisis go to waste'
Through the COVID pandemic, there has been no shortage of pundits quoting the unverified Churchill quote of ‘never let a good crisis go...
blogs
Client Engagement & Management
Investment Platforms & Tools
8th August 2021
Introduction
The phenomenon of outsourced investment services has exploded in recent years. Once a niche offering from firms founded by ex-nonprofit CIO’s, nearly everyone has gotten into the game over the...
blogs
Client Engagement & Management
Investment Platforms & Tools
23rd July 2021
Over the past few years, we’ve seen valuations balloon — making the wealthy wealthier but also making their situations more complex. Portfolios for individuals and families are becoming much more...
blogs
Client Engagement & Management
Portfolio Build, Analysis & Reporting
1st November 2020
Many investment groups are now entering their budget phase and prioritizing technology initiatives for 2021. Jacobi CEO and Co-Founder Tony Mackenzie weighs in on what investment managers should prioritise most...
blogs
Client Engagement & Management
Portfolio Build, Analysis & Reporting
1st September 2020
While model portfolios are created to help investment firms improve their scale and efficiency, their recent proliferation have created new obstacles for managers. This paper discusses the unintended consequences of...
blogs
Client Engagement & Management
Portfolio Build, Analysis & Reporting
1st June 2020
Faced with ever-increasing competition and client demands, investment groups will need to make more of their investment intelligence available to clients. In this article, we discuss the concept of "front-to-client"...
blogs
Client Engagement & Management
Investment Platforms & Tools
1st June 2020
Faced with ever-increasing competition and client demands, investment groups will need to make more of their investment intelligence available to clients. In this article, we discuss the concept of "front-to-client"...
blogs
Portfolio Build, Analysis & Reporting
Portfolio & Wealth Management Systems
1st April 2020
The model portfolio service (MPS) market is becoming increasingly crowded as new entrants are attracted by lucrative basis point charges and scale benefits. Yet comparatively little innovation has materialized in...
blogs
Client Engagement & Management
Portfolio Build, Analysis & Reporting
23rd March 2020
In our new norm, the Age of COVID-19, visual storytelling is critical. Successful storytellers in the asset management space need to weave together their core investment principles in an intuitive,...
insight
Client Engagement & Management
Investment Platforms & Tools
1st October 2018
Portfolio optimization is a theoretically appealing solution to the portfolio construction problem. In practice, optimized solutions often have several shortcomings:
The impossibility of completely defining each investor’s objective function means outcomes...