1. Portfolio Diversification and Optimization

Multi-asset technology can empower MFOs to construct well-diversified portfolios tailored to the unique needs and risk profiles of their clients. By incorporating a broad range of asset classes (including public and private assets), capital market assumptions and third party data, MFOs can better diversify and optimize their client’s portfolios.

2. Enhanced Risk Management

Effective risk management is paramount in preserving and growing client wealth. Seek multi-asset technology that equips MFOs with advanced risk analytics tools that enable forward-looking and historical analysis, stress testing and scenario analysis. By identifying and mitigating portfolio risks proactively, MFOs can protect client assets and maintain portfolio resilience in volatile market conditions.

3. Personalized Client Solutions

Each client has unique financial goals, preferences, and risk tolerances. Multi-asset technology can enable MFOs to deliver personalized investment solutions and model portfolios tailored to each of their client’s individual needs.

4. Scalability and Efficiency

MFOs are often constrained by disconnected systems and manual spreadsheets which increases governance risks and puts a strain on resources. Look for multi-asset technology that offers a scalable solution that streamlines investment workflows, better connects data, and reduces risks of error.

5. Analysis and Reporting across Private and Alternative Investments

Alternative investments, such as private equity, hedge funds, and real assets, play an increasingly important role in portfolio diversification and risk management. Multi-asset technology can provide MFOs with the ability to model investments in private markets and illiquid assets and accurately forecast cash flows.

6. Improved Client Engagement

Effective communication and transparency are essential for building strong client relationships. The right multi-asset technology offers rich, interactive dashboards, and customizable, white labelled reporting tools that enhance client engagement and communication. By providing clients with access to real-time portfolio information and performance metrics, MFOs can foster trust, transparency, and collaboration.

7. Flexibility to Customize

Consider multi-asset technology that supports configuration and customization by ensuring that unique tools, models and analytics can be delivered directly onto the platform, ensuring that unique investment IP and service offering is captured and scalable.

8. Competitive Differentiation

In a crowded marketplace, differentiation is key to standing out and attracting new clients. Comprehensive multi-asset technology helps MFOs better showcase their unique investment intelligence and service proposition, positioning them as innovative and forward thinking.

9. Real-Time Portfolio Monitoring

Seek multi-asset technology that provides MFOs with real-time visibility into client portfolios, allowing for proactive portfolio monitoring and management. Advanced reporting and interactive dashboards enable MFOs to track portfolio performance, analyze asset allocation trends, and identify investment opportunities or risks as they emerge, facilitating timely decision-making and portfolio adjustments.

10. Regulatory Compliance and Reporting:

Navigating the complex regulatory landscape is a key challenge for MFOs. Multi-asset technology can streamline compliance processes, deliver audit trails of investment decision making and better communicate investment decisions to clients.

For more information on how Jacobi’s multi-asset technology can assist Multi-Family Offices take their portfolio design, analytics and client engagement to the next level, please contact us at [email protected].