ON DEMAND | Jacobi Webinar
The reality of a Total Portfolio Approach
Where the rubber hits the road... 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.
Hosted by:
Liz Gartsman, Director of Sales (NA)
Presented by:
Curtis Evans, Managing Director (EMEA)
Helen Johnson, Senior Investment Engineer
Webinar timestamps:
01.14 - The Jacobi story
03.22 - Five themes to master the Total Portfolio Approach
24.45 - Q and A
Jacobi Insights
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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 familiar, yet the complex data, system and cultural transformations are time consuming.
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