Curtis Evans
Managing Director EMEA, Jacobi
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.
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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.
Events & Keynotes
Upcoming Events
Beyond the Hype: Putting AI agents to work in Investment teams
Keynote speaker
Tuesday 25th, June 2025
London
Recent Events
WTW Manager Ideas Exchange
Panelist
Tuesday 25th & Wednesday 26th, May 2025
London
The rise of AI Agents and why it matter for Investment Teams
Moderator
Tuesday 3rd, December 2024
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.
Mastering Model Portfolios
In this webinar Jacobi outlines how we can help investment firms streamline the design, management and execution of model portfolios.
Jacobi Awards & Accolades
Tanya Bartolini awarded WatersTechnology Woman Of The Year 2025
Jacobi, a leading technology firm focused on transforming multi-asset investment management, is proud to announce that its co-founder, Tanya Bartolini, has been named the WatersTechnology Woman Of The Year at the prestigious 2025 Women in Technology & Data Awards.
Jacobi named in WealthTech100 for the third year running!
The WEALTHTECH100 is an annual list of 100 of the world’s most innovative WealthTech companies selected by a panel of industry experts and analysts.
Jacobi awarded Waters Technology AFTA for most innovative third-party technology vendor (trading, risk & compliance).
The Waters Technology AFTAs is the pre-eminent North American award recognizing excellence in the development deployment and management of financial technology.