--- title: Curtis Evans | Jacobi description: Curtis Evan - Managing Director EMEA at Jacobi, Author and Presenter. --- [Skip to content](https://lp.jacobistrategies.com/curtis-evans-jacobi#main-content) ![Jacobi Standard Logo](https://lp.jacobistrategies.com/hs-fs/hubfs/Jacobi%20Standard%20Logo.png?width=204&height=80&name=Jacobi%20Standard%20Logo.png) - [The Harness](https://www.jacobistrategies.com/our-platform/) Show submenu for The Harness - [Foundation Multi-Asset Technology](https://www.jacobistrategies.com/jacobi-multi-asset-technology/) - [AI Production Infrastructure](https://www.jacobistrategies.com/ai-production-infrastructure/) - [AI Workbench](https://www.jacobistrategies.com/ai-workbench/) - [Forward Deployed Engineering](https://www.jacobistrategies.com/forward-deployed-engineering/) - Our Product Show submenu for Our Product - [Model Portfolio Management Solution (MPMS)](https://www.jacobistrategies.com/model-portfolio-management-solution/) - [Custom Portfolio Solution](https://www.jacobistrategies.com/custom-portfolio-solutions/) - [OCIO Solution](https://www.jacobistrategies.com/ocio-solution/) - [Jacobi Investment Modules & Applications](https://www.jacobistrategies.com/jacobi-modules-applications/) - [Jacobi Data Engine](https://www.jacobistrategies.com/jacobi-data-engine/) - [Our Technology](https://www.jacobistrategies.com/our-technology/) - [Insights](https://www.jacobistrategies.com/insights/) - [About us](https://www.jacobistrategies.com/about-us/) Show submenu for About us - [Who We Help](https://www.jacobistrategies.com/who-we-help/) Show submenu for Who We Help - [Asset Managers](https://www.jacobistrategies.com/asset-managers/) - [Wealth Managers & RIAs](https://www.jacobistrategies.com/wealth-managers-rias/) - [Assets Owners & Pension Funds](https://www.jacobistrategies.com/asset-owners-pension-funds/) - [Investment Consultants & OCIOs](https://www.jacobistrategies.com/investment-consultants-ocios/) - [Awards](https://www.jacobistrategies.com/jacobi-awards/) - [Case Studies](https://www.jacobistrategies.com/case-studies/) Open main navigation Close main navigation - [The Harness](https://www.jacobistrategies.com/our-platform/) Show submenu for The Harness - [Foundation Multi-Asset Technology](https://www.jacobistrategies.com/jacobi-multi-asset-technology/) - [AI Production Infrastructure](https://www.jacobistrategies.com/ai-production-infrastructure/) - [AI Workbench](https://www.jacobistrategies.com/ai-workbench/) - [Forward Deployed Engineering](https://www.jacobistrategies.com/forward-deployed-engineering/) - Our Product Show submenu for Our Product - [Model Portfolio Management Solution (MPMS)](https://www.jacobistrategies.com/model-portfolio-management-solution/) - [Custom Portfolio Solution](https://www.jacobistrategies.com/custom-portfolio-solutions/) - [OCIO Solution](https://www.jacobistrategies.com/ocio-solution/) - [Jacobi Investment Modules & Applications](https://www.jacobistrategies.com/jacobi-modules-applications/) - [Jacobi Data Engine](https://www.jacobistrategies.com/jacobi-data-engine/) - [Our Technology](https://www.jacobistrategies.com/our-technology/) - [Insights](https://www.jacobistrategies.com/insights/) - [About us](https://www.jacobistrategies.com/about-us/) Show submenu for About us - [Who We Help](https://www.jacobistrategies.com/who-we-help/) Show submenu for Who We Help - [Asset Managers](https://www.jacobistrategies.com/asset-managers/) - [Wealth Managers & RIAs](https://www.jacobistrategies.com/wealth-managers-rias/) - [Assets Owners & Pension Funds](https://www.jacobistrategies.com/asset-owners-pension-funds/) - [Investment Consultants & OCIOs](https://www.jacobistrategies.com/investment-consultants-ocios/) - [Awards](https://www.jacobistrategies.com/jacobi-awards/) - [Case Studies](https://www.jacobistrategies.com/case-studies/) - [Contact us](https://www.jacobistrategies.com/contact/) [Contact us](https://www.jacobistrategies.com/contact/) ![Curtis LP](https://lp.jacobistrategies.com/hs-fs/hubfs/Curtis%20LP.png?width=1137&name=Curtis%20LP.png "Curtis LP") ## Curtis Evans ### Managing Director EMEA, Jacobi   Curtis joined [Jacobi](https://www.jacobistrategies.com/about-us/) 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 ![jirafication of investment management](https://lp.jacobistrategies.com/hubfs/jirafication%20of%20investment%20management.png "jirafication of investment management") #### 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. [Read more](https://lp.jacobistrategies.com/the-jirafication-of-investment-management-in-the-age-of-ai?hsLang=en) ![Institutionalisation](https://lp.jacobistrategies.com/hubfs/Institutionalisation.png "Institutionalisation") #### 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.  [Read more](https://lp.jacobistrategies.com/the-institutionalisation-of-wealth-management?hsLang=en) ![cost center to profit engine (1)](https://lp.jacobistrategies.com/hubfs/cost%20center%20to%20profit%20engine%20(1).png "cost center to profit engine (1)") #### 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. [Read more](https://www.jacobistrategies.com/jacobi-insights/the-evolution-of-multi-asset-solutions-from-cost-center-to-profit-engine/) ![Rubber hits the road](https://lp.jacobistrategies.com/hubfs/Rubber%20hits%20the%20road.png "Rubber hits the road") #### 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. [Read more](https://www.jacobistrategies.com/jacobi-insights/where-the-rubber-hits-the-road-the-reality-of-a-total-portfolio-approach/) ![not all APIs equal](https://lp.jacobistrategies.com/hubfs/not%20all%20APIs%20equal.png "not all APIs equal") #### 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.  [Read more](https://www.jacobistrategies.com/jacobi-insights/why-not-all-apis-are-created-equal/) ![asset allocation](https://lp.jacobistrategies.com/hubfs/asset%20allocation.png "asset allocation") #### 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. [Read more](https://www.jacobistrategies.com/jacobi-insights/improving-portfolio-outcomes-by-better-connecting-manager-research-and-asset-allocation/) ## Events & Keynotes ### Upcoming Events     ### Recent Events **Rethinking Investment Advisory and OCIO Models for the AI-Driven Future** Host Tuesday 24th, March 2026 London ## Presentations ![TPV webinar](https://lp.jacobistrategies.com/hubfs/TPV%20webinar.png "TPV webinar") ### 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](https://www.jacobistrategies.com/jacobi-insights/on-demand-webinar-the-reality-of-a-total-portfolio-approach/) ![AI-agent-webinar-1](https://lp.jacobistrategies.com/hubfs/AI-agent-webinar-1.png "AI-agent-webinar-1") ### Mastering Model Portfolios In this webinar Jacobi outlines how we can help investment firms streamline the design, management and execution of model portfolios. [Watch now](https://lp.jacobistrategies.com/jacobi-model-portfolio-webinar-0-1?hsLang=en) ## Jacobi Awards & Accolades ![DMIA](https://lp.jacobistrategies.com/hs-fs/hubfs/DMIA.png?width=1504&height=666&name=DMIA.png "DMIA") #### Jacobi wins best analytics platform at Data Management Insights Awards Europe Jacobi is proud to be recognised as the winner of the best analytics platform at the Data Management Insights Awards Europe 2025. [Read more](https://www.jacobistrategies.com/jacobi-insights/jacobi-wins-best-analytics-platform-at-data-management-insights-awards-europe/)   ![AFTA 2025](https://lp.jacobistrategies.com/hubfs/AFTA%202025.png "AFTA 2025") #### Jacobi wins most innovative third-party technology vendor (analytics) Jacobi wins most innovative third-party technology vendor (analytics) at the WatersTechnology American Financial Technology Awards 2025. [Read more](https://www.jacobistrategies.com/jacobi-insights/jacobi-wins-most-innovative-third-party-technology-vendor-analytics/) ![IAM Award](https://lp.jacobistrategies.com/hubfs/IAM%20Award.png "IAM Award") #### Jacobi Wins Best Portfolio Management Software Provider We are thrilled to announce that Jacobi has been named Best Portfolio Management Software Provider at the prestigious 2025 Institutional Asset Manager Awards! [Read more](https://www.jacobistrategies.com/jacobi-insights/jacobi-wins-best-portfolio-management-software-provider/) --- [![](https://lp.jacobistrategies.com/hs-fs/hubfs/Jacobi%20Logos/Jacobi%20Standard%20Logo%20-%20No-Padding.png?width=300&height=79&name=Jacobi%20Standard%20Logo%20-%20No-Padding.png)](http://jacobistrategies.com) 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, the company is led by a team of experienced investment professionals and engineers. 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