Asset Managers
Asset Managers use Jacobi to build and customize investment portfolios at scale, efficiently design and manage model portfolios and deliver dynamic client engagement.
Jacobi for Asset Managers
Amplify your investment strategy with Jacobi
Asset managers are increasingly focused on the overall value they provide to their clients. As products are becoming more commoditized, investment firms are seeking to distribute more of their investment IP and research to their clients.
Asset Managers use Jacobi to build and customize investment portfolios for clients at scale and enable efficient client and internal stakeholder engagement.
Features
The Jacobi Platform provides:
Enhanced governance and model portfolio management
Implement tighter governance controls around the management of model portfolios and the customization of those models at scale.
Proprietary model integration
Integrate proprietary models, code, and internal/external data structures through Jacobi’s innovative open architecture.
Dynamic data visualization
Utilize extensive data visualization and reporting features such as dynamic dashboards, interactive apps, sharing tools and custom reporting capabilities.
Streamlined processes
Streamline investment processes through tighter data connectivity, aggregation and automation.
Better risk management
Provide extensive risk management tools including simulations, stress-testing and scenario analysis.
Ability to make iterative changes
Make iterative changes to portfolios and assess the impact of those changes vs objectives.
Case study
How Jacobi has helped other Asset Managers
See how a leading global asset manager with in excess of $700bn of assets under management scales their model portfolio management with Jacobi.
Tools
Learn more about some of Jacobi’s tools
Portfolio Builder Application
Jacobi’s Portfolio Builder Application is designed to support the dynamic nature of the portfolio design process.
Portfolio Optimizer
Perform portfolio optimizations using a wide range of objective functions and constraints based on allocation ranges and customized attributes.
Model Builder Application
The Model Builder Application is a tool purpose built for those managing multiple model portfolio groups and the customization of those models at scale.
Scenario Builder Application
Stress test existing and hypothetical portfolios and analyze the impact of various scenarios, helping clients better understand possible impacts on investment objectives.
