Investment Consultants and OCIOs

Investment Consultants need to showcase their investment capabilities by delivering bespoke investment strategies and analytics for clients.

Jacobi for Investment Consultants

Scale your investment processes and client engagement with Jacobi

Investment Consultants need to showcase their investment capabilities by delivering bespoke investment strategies and analytics for clients. As their business grows, disconnected spreadsheets and processes increase governance risks which puts a strain on resources and impacts efficiencies.

The Jacobi platform solution strengthens the value proposition to the end client giving more flexibility, better data connectivity, more meaningful narrative around risk and better collaboration with clients.

Features

Jacobi works with investment consultants to deliver an integrated multi-asset portfolio construction and analytics platform which provides:

Custom configuration

Configuration around each firm’s investment views, methodology and process.

Tighter governance and controls

Tighter governance with robust permissioning and reporting.

Data
flexibility

Data flexibility including better connectivity, aggregation and automation.

Bespoke
analytics

The ability to perform and scale bespoke, forward-looking, and historical analysis and manage portfolio risk.

Client collaboration

Better client collaboration with dynamic visualization tools and reporting.

Case study

How Jacobi has helped other Investment Consultants

To see how leading investment consultants have integrated their unique investment engagement processes in a single platform with Jacobi view the case studies below:

Tools

Learn more about some of Jacobi’s tools

Type=-Portfolio

Portfolio Builder Application​

Jacobi’s Portfolio Builder Application is designed to support the dynamic nature of the portfolio design process.

 

 

Type=-Optimizer

Portfolio Optimizer

Perform portfolio optimizations using a wide range of objective functions and constraints based on allocation ranges and customized attributes.


TypeModel-builder

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.