Curtis Evans

Managing Director EMEA, Jacobi

Curtis joined Jacobi in 2019 and was previously Head of Investment Directors, Fixed Income Europe at Fidelity International. He has 18 years of industry experience in fixed income and asset allocation, applied across portfolio design, portfolio management and client engagement. He has also held positions at Pioneer Investments (now Amundi), TD Securities and Queensland Treasury Corporation.

Authored Articles

The Jirafication of Investment Management in the Age of AI

Discover how investment management firms can adopt Jira-style workflows to increase transparency, accountability and scalability in the AI age.

The institutionalisation of wealth management: Five key shifts reshaping the industry

Change is afoot in wealth managers globally. While each face their own client, business and regulatory challenges, there is a common thread across the globe: wealth managers are becoming more ‘institutional’ in their approach to advising and managing client assets.

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

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.

Where the rubber hits the road: The reality of a Total Portfolio Approach

Embracing a Total Portfolio Approach (TPA) as an asset owner, fiduciary manager or OCIO is nothing new. Yet for many firms, the complex data, system and cultural transformations required to put TPA into action can take years to bear fruit.

Why not all APIs are created equal.

Investment technologies are quick to boast of their API credentials. But a close inspection reveals that many leave a lot to be desired. APIs allow different platforms and technologies to coexist and connect seamlessly. Unfortunately, it is not always that simple; the reality is not all APIs are created equal.

Improving portfolio outcomes by better connecting manager research and asset allocation

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 connect.

Upcoming Events

Recent Events

Delivering Complex Client Outcomes at Scale: Advisory & OCIO Operating Models for the Future
Panelist
Wednesday 10th, December 2025
London

Beyond the Hype: Putting AI agents to work in Investment teams
Keynote speaker
Tuesday 25th, June 2025
London

WTW Manager Ideas Exchange
Panelist
Tuesday 25th & Wednesday 26th, May 2025
London

Presentations

The reality of a Total Portfolio Approach

In this webinar, The Jacobi team discuss the opportunities presented by a TPA approach and, showcase how Jacobi is used to support TPA transformation and overcome some of the common obstacles that exist.

Watch now

Mastering Model Portfolios

In this webinar Jacobi outlines how we can help investment firms streamline the design, management and execution of model portfolios.