Asset Managers

Asset Managers use Jacobi to build and customize 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 portfolios for clients at scale and enable efficient client and internal stakeholder engagement.


The Jacobi Platform provides:

Enhanced governance and model 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

To see how a leading global asset manager with in excess of $700bn of assets under management scales their model portfolio management with Jacobi.


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.

Type=-Asset liability

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.