Jacobi Case Studies
Real client stories. Real impact.
Showcasing how leading investment firms have transformed their multi-asset workflows with Jacobi’s scalable technology.
How leading investment firms have transformed their multi-asset workflows with Jacobi
Some of the world’s largest and most forward thinking investment firms trust Jacobi to power their most complex multi-asset investment workflows. From custom portfolio analytics to scalable client reporting, Jacobi helps teams deliver faster, smarter, and more securely. Explore these client case studies to see Jacobi in action.
Customer success story
MFS Investment Management: Accelerating custom client solutions with Jacobi
MFS’s Strategy and Insights Group supports global institutional and wealth clients with custom asset allocation projects and advanced analytics. Historically reliant on spreadsheets, MFS like many other asset managers faced challenges in scaling bespoke solutions and reducing operational risk. By adopting Jacobi, MFS streamlined workflows, improved accuracy, and enhanced client engagement through dynamic, data-driven tools.
Key outcomes
- Systematized IP: Embedded proprietary portfolio analytics and scenario modeling into Jacobi for consistent global delivery.
- Centralized Data: Unified capital market assumptions and portfolio parameters across multiple regions for accuracy and speed.
- Enhanced Client Engagement: Delivered interactive dashboards and visualizations to communicate portfolio insights effectively.
- Process Efficiency: Replaced manual spreadsheets with Jacobi’s integrated platform, reducing errors and accelerating delivery.
Jacobi helps us uncover insights we didn’t know we were looking for - by visualizing data in powerful ways.
Customer success story
WTW: Scaling Global OCIO Strategy with Jacobi
Willis Towers Watson (WTW) serves a diverse global client base, delivering investment advice and solutions across pensions, insurance, wealth management, and endowments. To ensure consistency and scalability, WTW adopted Jacobi to embed its Total Portfolio Approach (TPA) into a single, integrated platform. This enabled WTW to codify proprietary IP, centralize data, and streamline portfolio construction processes across regions—while maintaining flexibility to customize for each client’s unique objectives.
Key outcomes
- Implementation of TPA: Embedded TPA methodology and proprietary analytics into Jacobi for global deployment.
- Centralized Data: Unified capital market assumptions and portfolio parameters across multiple regions.
- Dynamic Visualization: Delivered interactive tools and dashboards for clients to visualize portfolio quality and trade-offs.
- Process Efficiency: Replatformed multiple legacy tools into Jacobi, reducing manual steps and operational risk.
Working with Jacobi has allowed us to replatform multiple tools into one ecosystem, making processes more efficient and freeing time to develop new IP.
Customer success story
T. Rowe Price: Enhancing advisor engagement and portfolio optimization with Jacobi
T. Rowe Price’s Portfolio Construction Solutions team faced growing complexity in supporting financial advisors who need faster, more customized portfolio insights. With fewer touchpoints and increasing demand for consultative services, TRP required a technology solution to streamline workflows, centralize data, and deliver actionable insights efficiently. By partnering with Jacobi, TRP transformed its advisor engagement model and optimized portfolio construction processes.
Key outcomes
- Greater Efficiency: Reduced model portfolio review time by over 30%, enabling timely, data-driven recommendations.
- Unified Collaboration: Connected geographically dispersed teams through a centralized platform for real-time decision-making.
- Advisor Empowerment: Delivered interactive reporting tools that simplify complex strategies and improve client conversations.
- Scalable Optimization: Enabled advisors to construct, test, and adapt portfolios quickly to meet evolving market conditions.
For an asset allocation model review, a diagnostic review of an existing suite of models, we've cut our average turnaround time by over 30% by leveraging the Jacobi Platform.
Jacobi is trusted by some of the world’s leading investment firms
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See how Jacobi’s highly customizable technology can support the scaling of investment processes and client engagement.
Jacobi’s technology has its roots in institutional investment management and brings together investment expertise and a market-leading technology platform. Headquartered in San Francisco, the company is led by a team of experienced investment professionals and engineers.
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