Custom Portfolio Solutions
Empowering investment teams to deliver custom portfolios at scale.
Unlock the full potential of your investment team with Jacobi’s powerful custom portfolio solutions.
Streamline the creation and management of custom portfolio solutions with powerful tools for look-through analysis, risk assessment, and scalable workflow integration.
Top-down portfolio construction at scale
Our custom portfolio solutions capability streamlines and scales portfolio construction using a comprehensive data set across both public and private markets. Powered by Jacobi’s cutting-edge multi-asset platform, it enables asset allocation teams to perform asset-class or risk factor–based reviews as part of a top-down TPV approach, or within a traditional SAA/DAA framework. This flexibility supports detailed, multi-dimensional portfolio reviews tailored to your firm’s objectives and constraints.
Gain unparalleled insight into market exposures, fundamental metrics, and risk factors—equipping your teams to deliver personalized portfolios, accelerate investment reviews, and drive confident, data-driven decisions at scale. All delivered through seamless, intuitive workflows that embody your unique investment philosophy.
The Jacobi difference
Why leading firms choose Jacobi for custom portfolio solutions
Features
Benefits
Empower teams to design and scale custom portfolios.
Enable investment, consulting, and advisory teams to build scalable portfolios using ETFs, mutual funds, SMAs, and more—all within Jacobi’s core technology platform.
Comprehensive look-through analysis.
Gain deep insights into underlying market exposures, fundamental metrics, and risk characteristics for more accurate portfolio assessment and optimization.
Flexible, objectives-based portfolio reviews.
Support asset allocation teams with detailed asset-class or risk factor-based reviews—customized to your firm’s unique investment objectives.
Extend and customize workflows with the Jacobi SDK.
Bring your proprietary IP and investment processes to life by extending Jacobi’s platform using our flexible Software Development Kit, tailoring solutions to your exact needs.
Capabilities and applications
Jacobi capabilities that power custom portfolio solutions
Customized Portfolio Management (SAA & DAA)
Jacobi streamlines SAA and DAA processes, integrating objectives, risk measures, and market views into dynamic dashboards for scenario analysis, allocation comparison, and performance assessment against benchmarks or peers.
Jacobi Data Engine
The Jacobi Data Engine empowers multi-asset investors by unifying fragmented datasets and automating complex workflows. It offers a secure, scalable, AI-ready platform that streamlines integration, portfolio construction, risk analysis, and reporting—transforming data into a strategic asset across the entire investment lifecycle.
Application Programming Interface (APIs)
Jacobi’s APIs enable seamless integration of proprietary models, data, and workflows—automating portfolio processes, enhancing analytics, and scaling multi-asset investment operations across your technology ecosystem with flexibility and control.
Software Development Kit
The Jacobi SDK lets analysts and developers create custom models, automate data processes, and build tailored workflow applications, integrating seamlessly with Jacobi’s platform, API, and external systems.
For historical and forward looking analysis... In our old world things were done in spreadsheets, it was error prone and very easy to pull the wrong data. With Jacobi we have decreased our time to do things and significantly decreased our chance of making errors.
Explore more Jacobi solutions
Jacobi provides comprehensive, end-to-end solutions designed to support a diverse range of client needs and workflows
Model Portfolio Management Solution
Jacobi helps investment teams design, manage, and scale many model portfolios effortlessly—leveraging powerful tools for optimization, analytics, and reporting.
OCIO Solution
Jacobi’s integrated platform transforms OCIO services by automating portfolio management, deepening risk insights, and providing clear, customizable reporting—helping deliver tailored, scalable investment solutions.
Jacobi Data Engine
Jacobi’s powerful Data Engine unifies and automates investment data, enabling secure, scalable integration and AI-ready analytics across the portfolio lifecycle.
Jacobi is trusted by some of the world’s leading investment firms
Contact Us
Discover how Jacobi’s Custom Portfolio Solutions can empower your team to deliver tailored, high-impact portfolios at scale.
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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