Asset Owners and Pension Funds
Clients and stakeholders increasingly want greater visibility over a firm’s investment strategy but generating a top-down view of both historical and expected risk and return across many pools of capital can be challenging.
Jacobi for Asset Owners and Pension Funds
Amplify your investment strategy with Jacobi
Clients and stakeholders increasingly want greater visibility over a firm’s investment strategy but generating a top-down view of both historical and expected risk and return across many pools of capital can be challenging, particularly when managing disconnected systems and processes.
Jacobi’s technology helps multi-asset teams to provide improved visibility and analytics across all pools of capital to ensure alignment of portfolios to objectives and enables effective stakeholder communication across SAA and DAA decisions.
Features
We help some of the world's largest asset owners and pension funds:
Strategic asset allocation
Strategic asset allocation and Dynamic Asset Allocation tools that incorporate proprietary investment intelligence such as capital market assumptions, risk engines, optimization techniques and data schemas.
Flexibility
Flexibility with the ability to configure solutions to align to each asset owner’s unique investment processes and investment intelligence.
Crisp visualization tools
Crisp visualization tools to communicate decisions to stakeholders.
Real time analytics
Real-time historical and forward-looking portfolio analytics to support investment decision making.
Case study
How Jacobi has helped other Asset Owners
To see how one of Australia’s largest superannuation funds with more than one million members and $40 billion in assets under management used Jacobi to enhance their investment process.
Tools
Learn more about some of Jacobi’s tools
Strategic asset allocation
Dynamic asset allocation
Forecasting risk and return outcomes
Portfolio positioning
