# Jacobi Strategies > Technology for Multi-asset Portfolio Design, Analytics and Client Engagement **URL:** https://jacobicomdev.wpengine.com **Language:** en_US **Last Updated:** 2026-07-28 ## Blog Posts - [Jacobi announces Series A funding](https://jacobicomdev.wpengine.com/jacobi-announces-series-a-funding/): Jacobi TEST has secured Series A funding led by QIC which will help to further accelerate the development of the Jacobi platform We are pleased to announce we have raised... - [“Front-to-client” integration is the next big trend hitting the buy-side](https://jacobicomdev.wpengine.com/front-to-client-integration-is-the-next-big-trend-hitting-the-buy-side/): Faced with ever-increasing competition and client demands, investment groups will need to make more of their investment intelligence available to clients. In this article, we discuss the concept of “front-to-client”... - [Jacobi Raises $7.7M in Funding](https://jacobicomdev.wpengine.com/jacobi-raises-7-7m-in-funding/): Jacobi has received more funding to further build out our platform and features. Check out the Finsmes article Check out the Finextra article - [Jacobi wins Technology Provider of the Year](https://jacobicomdev.wpengine.com/jacobi-wins-technology-provider-of-the-year/): Jacobi recognised at 2022 MoneyAge Asset Management Awards On the 19th of May 2022, Jacobi was announced as the Technology Provider of the Year at the 2022 MoneyAge Asset Management... - [Jacobi Overview – Move Beyond the Spreadsheets](https://jacobicomdev.wpengine.com/jacobi-overview-move-beyond-the-spreadsheets/): What’s possible when you move beyond Excel and PowerPoint for asset allocation and portfolio risk and return analysis? Learn how Jacobi platform enables multi-asset investment teams to better achieve their... - [Using Jacobi for customized client portfolio design](https://jacobicomdev.wpengine.com/using-jacobi-for-customized-client-portfolio-design/): Question: What tools are the world’s leading asset managers using for portfolio design? Here’s a hint: it’s not (multiple) spreadsheets. - [Modeling Illiquid Assets](https://jacobicomdev.wpengine.com/modeling-illiquid-assets/): Investors need a highly customized technology solution to address the unique challenges posed by illiquids. This three-minute video demonstrates how Jacobi can improve the way you model and incorporate illiquid... - [The Jacobi Story – Morgan’s Podcast](https://jacobicomdev.wpengine.com/the-jacobi-story-morgans-podcast/): Want to learn more about Jacobi’s history, our DNA and our technology roadmap for the future? Jacobi Co-founder | Head of Global Distribution, Tanya Bartolini was recently a featured guest... - [Integrating ESG: Interview](https://jacobicomdev.wpengine.com/integrating-esg-interview/): Jacobi looks at ESG considerations for multi-asset investors, describing why it is critical to integrate ESG data into the core portfolio monitoring and decision-making framework alongside traditional factors. The video... - [Jacobi Client Forum hosted in San Francisco](https://jacobicomdev.wpengine.com/jacobi-client-forum-hosted-in-san-francisco/): Jacobi held its inaugural client forum on May 13th – 15th, 2019 hosting 45 clients in San Francisco for three days of interactive panels and collaboration. - [Fund management fintech Jacobi scores deal with £60bn pension scheme](https://jacobicomdev.wpengine.com/fund-management-fintech-jacobi-scores-deal-with-60bn-pension-scheme/): Read more on these exciting developments. - [Arithmetic vs Geometric: What‘s it all mean?](https://jacobicomdev.wpengine.com/arithmetic-vs-geometric-whats-it-all-mean/): Moving to a multi-period modeling framework helps solve some of the problems of a single-period portfolio optimization, but can produce unexpected results. When modelling asset class and portfolio returns over... - [An Inconvenient Truth: ESG and Asset Allocation](https://jacobicomdev.wpengine.com/an-inconvenient-truth-esg-and-asset-allocation/): Investment debates about ESG typically fixate on individual stock and bond selection decisions. Yet it‘s worth stepping back to assess how ESG impacts asset allocation and portfolio design. This short... - [Modeling Illiquid Assets within Multi-Asset Portfolios](https://jacobicomdev.wpengine.com/modeling-illiquid-assets-within-multi-asset-portfolios/): Illiquid asset classes have become a significant driver of institutional investment portfolio return and risk. Learn how multi-asset investors can incorporate the unique characteristics associated with illiquid asset classes into... - [Multi-Asset Class Modeling: Time to box up your traditional asset classes?](https://jacobicomdev.wpengine.com/multi-asset-class-modeling-time-to-box-up-your-traditional-asset-classes/): Dan Baxter, Head of Portfolio Design and Tony Mackenzie, CEO analyze the need for tools and models that give you useful and actionable ways to understand, manage and communicate the... - [What tricks will stick as asset managers head back to the office?](https://jacobicomdev.wpengine.com/what-tricks-will-stick-as-asset-managers-head-back-to-the-office/): What tricks will stick as asset managers head back to the office? Today, asset managers are slowly getting back into the office. Their work practices have been redefined by a... - [Acceleration of Digitalization – Future of the OCIO/Consultant](https://jacobicomdev.wpengine.com/acceleration-of-digitalization-future-of-the-ocio-consultant/): Institutional clients have come to expect a deeper level of involvement in portfolio construction decisions from their outsourced providers. The OCIO / consultants who continue to foster greater transparency through... - [Jacobi announces launch into the European market](https://jacobicomdev.wpengine.com/jacobi-announces-launch-into-the-european-market/): Jacobi has announced the opening of its London office to support recent signings of marquee UK-based clients. Check out the Finextra article - [Stronger Storytelling in the Age of COVID-19](https://jacobicomdev.wpengine.com/stronger-storytelling-in-the-age-of-covid-19/): In our new norm, the Age of COVID-19, visual storytelling is critical. Successful storytellers in the asset management space need to weave together their core investment principles in an intuitive,... - [COVID-19: Economic Scenario Stress Testing](https://jacobicomdev.wpengine.com/covid-19-economic-scenario-stress-testing/): It should be easy to demonstrate to clients or stakeholders how their portfolios have been thoughtfully constructed to weather downturns related to global events such as COVID-19. In this short... - [Asset Management Darwinism: Storytelling is the Key to Survival (Webinar)](https://jacobicomdev.wpengine.com/asset-management-darwinism-storytelling-is-the-key-to-survival-webinar/): Hosts: Tony Mackenzie (Co-founder & CEO) and Tanya Bartolini (Co-founder & Global Head of Distribution) In today’s environment, asset managers are unable to survive by simply relying on fund performance.... - [Dark clouds closing in for MPS incumbents](https://jacobicomdev.wpengine.com/dark-clouds-closing-in-for-mps-incumbents/): The model portfolio service (MPS) market is becoming increasingly crowded as new entrants are attracted by lucrative basis point charges and scale benefits. Yet comparatively little innovation has materialized in... - [Investment Consultants in the COVID-19 era: a time to shine?](https://jacobicomdev.wpengine.com/investment-consultants-in-the-covid-19-era-a-time-to-shine/): The COVID-19 crisis is a defining moment for Investment Consultants to reinforce their value. They have the ability to conduct impressive research and create deeply thoughtful recommendations, but the speed... - [Authority Magazine’s Influential Women in STEM](https://jacobicomdev.wpengine.com/authority-magazines-influential-women-in-stem/): How Tanya Bartolini of Jacobi tackles the extreme work life balance of being a woman in STEM during COVID-19. As part of Authority Magazine’s featured interview series on “Influential Women... - [How We Help – Jacobi by Client Type](https://jacobicomdev.wpengine.com/how-we-help-jacobi-by-client-type/): Understanding how technology can solve investment and client team challenges can be daunting. Download our 2 pagers to view Jacobi’s workflow solutions for Asset Managers, Multi-Family Offices, RIA’s and OCIO’s.... - [Untangling the web of model portfolios](https://jacobicomdev.wpengine.com/untangling-the-web-of-model-portfolios/): While model portfolios are created to help investment firms improve their scale and efficiency, their recent proliferation have created new obstacles for managers. This paper discusses the unintended consequences of... - [What should investment managers prioritise in a post-COVID world?](https://jacobicomdev.wpengine.com/what-should-investment-managers-prioritise-in-a-post-covid-world/): Many investment groups are now entering their budget phase and prioritizing technology initiatives for 2021. Jacobi CEO and Co-Founder Tony Mackenzie weighs in on what investment managers should prioritise most... - [Jacobi wins “Best Front Office Solution” at FundTech Awards 2020!](https://jacobicomdev.wpengine.com/jacobi-wins-best-front-office-solution-at-fundtech-awards-2020/): We’re excited to announce that Jacobi has won “Best Front Office Solution” at the FundTech Awards 2020! A big thank you to our clients who have helped us to create... - [Jacobi wins again!](https://jacobicomdev.wpengine.com/jacobi-wins-again/): Jacobi has taken the award for “Investment Tech of the Year” at the UK FinTech Awards 2020. Thank you to our clients and partners that have helped us to create... - [Silver Linings Stress Test…](https://jacobicomdev.wpengine.com/silver-linings-stress-test/): Markets recover, sometimes quickly and sometimes not, but we can’t risk losing flow and existing business due to our inability to properly position stress events. As financial services professionals, we... - [A Fresh Look at Storyboards in Jacobi](https://jacobicomdev.wpengine.com/a-fresh-look-at-storyboards-in-jacobi/): In this video, Curtis Evans introduces you to Storyboards in Jacobi. These allow investment groups to rapidly scale their processes, step beyond spreadsheets and add efficiency. As market falls put... - [Building Smarter Risk Factor Modeling with Jacobi](https://jacobicomdev.wpengine.com/building-smarter-risk-factor-modeling-with-jacobi/): Learn why a risk factor modeling approach is important and how Jacobi can help you with risk factor calibration Risk factor modeling is attractive to managers of multi-asset class portfolios... - [Transforming Data to Insights: Overcoming Multi-Asset Data Hurdles](https://jacobicomdev.wpengine.com/transforming-data-to-insights-overcoming-multi-asset-data-hurdles/): How multi-asset investors can harness data to differentiate their investment proposition Data is the bedrock of the investment management industry. Investment firms that can efficiently harness data and develop processes... - [Move your portfolio design process away from spreadsheets](https://jacobicomdev.wpengine.com/move-your-portfolio-design-process-away-from-spreadsheets/): The Jacobi platform enables multi-asset investment teams to focus on the associated risks and analysis required to achieve specific objectives. - [Integrating ESG Considerations in Portfolio Design](https://jacobicomdev.wpengine.com/integrating-esg-considerations-in-portfolio-design/): While there is appetite from investors and asset owners to address ESG considerations, there are clearly also challenges for multi-asset investors in doing so. This paper explains why integrating ESG... - [Step Optimization and Portfolio Design](https://jacobicomdev.wpengine.com/step-optimization-and-portfolio-design/): Traditional portfolio optimization processes have several well-known shortcomings. In this paper, we will discuss how visualizing changes to asset allocations in incremental steps can be an improvement upon existing approaches.... - [The danger that lurks in investment teams](https://jacobicomdev.wpengine.com/the-danger-that-lurks-in-investment-teams/): Reliance on Excel-based solutions is ubiquitous across the investment management lifecycle due to the inflexibility of legacy technologies. Learn how forward-thinking investment teams can use smarter technology to remedy rigid... - [The most untapped opportunity in asset management](https://jacobicomdev.wpengine.com/the-most-untapped-opportunity-in-asset-management/): Many asset managers still rely on factsheets, presentations and past performance to position funds. As the “solutions” trend in asset management accelerates, learn how progressive firms are creating new tools... - [Differentiate your capital market assumptions with Jacobi](https://jacobicomdev.wpengine.com/differentiate-your-capital-market-assumptions-with-jacobi/): There is surprisingly little divergence in the way that investment firms communicate their capital market assumptions – two-dimensional PDFs and spreadsheets still dominate. Learn how asset projections can be integrated... - [No-code is coming to the investing world](https://jacobicomdev.wpengine.com/no-code-is-coming-to-the-investing-world/): The “no-code” revolution is taking hold across the investment industry, dispelling the myth that we must all learn Python or R to remain relevant. For the first time since the... - [Your Investment Ecosystem: Will it stand the test of time?](https://jacobicomdev.wpengine.com/your-investment-ecosystem-will-it-stand-the-test-of-time/): Designing an effective technology ecosystem is front and center for many investment managers. With APIs, firms can now create proprietary toolkits that seamlessly connect to best of breed solutions. Read... - [Commercializing Research: are Asset Managers finally opening up the research black box?](https://jacobicomdev.wpengine.com/commercializing-research-are-asset-managers-finally-opening-up-the-research-black-box/): Faced with shrinking fees for traditional services, asset managers are now looking elsewhere in search of revenues. Tony Mackenzie weighs in on this topic and explains how asset managers can... - [Retirement-at-Risk: Design Considerations for Target Date Funds and Lifecycle Products](https://jacobicomdev.wpengine.com/retirement-at-risk-design-considerations-for-target-date-funds-and-lifecycle-products/): Target date funds help to simplify the retirement saving challenge for investors. Yet many of these products leave individuals with equity exposure of around 50% as they exit the workforce,... - [Wealth Management’s Next Big Hurdle: Bringing an Institutional Process to the Mass Affluent](https://jacobicomdev.wpengine.com/wealth-managements-next-big-hurdle-bringing-an-institutional-process-to-the-mass-affluent/): Increasingly wealth management organizations are adopting a more institutional investment management approach for mass affluent clients that includes bringing institutional-quality tools and data to the advisor and leveraging “Front-to-client” technology... - [The Big Wrecking Ball: The pandemic accelerated existing trends and adoption of new technologies](https://jacobicomdev.wpengine.com/the-big-wrecking-ball-the-pandemic-accelerated-existing-trends-and-adoption-of-new-technologies/): In most industries, the customer is the fundamental driver of change. This has never been more evident in financial services as rapidly changing customer behavior and preferences have been the... - [Private Assets Modelling: A quantitative approach to building and maintaining exposures](https://jacobicomdev.wpengine.com/private-assets-modelling-a-quantitative-approach-to-building-and-maintaining-exposures/): As exposures to Private Assets within portfolios continue to grow it has become increasingly important for investors to determine the pacing of commitments needed to achieve and maintain a required... - [Jacobi recognized as part of the 2022 WealthTech 100](https://jacobicomdev.wpengine.com/jacobi-recognized-as-part-of-the-2022-wealthtech-100/): The WealthTech100 is an annual list of the tech companies transforming the global investment and banking industries. Jacobi is proud to have been recognized as a member of FinTech Global’s WealthTech... - [Model Portfolio Management: Consistency or Customization](https://jacobicomdev.wpengine.com/model-portfolio-management-consistency-or-customization/): Today, more than 2.7 trillion dollars are invested through model portfolios in the United States alone. While models help to improve the scale and efficiency of investment firms, most clients... - [Bridging the gap between manager selection and asset allocation](https://jacobicomdev.wpengine.com/bridging-the-gap-between-manager-selection-and-asset-allocation/): It‘s surprising how little airtime is devoted to discussing the connection between manager research and asset allocation. Most investment firms have distinct teams, systems and analytical approaches for each of... - [The “Build vs. Buy” question for Investment Managers and Consultants just got a bit more interesting…](https://jacobicomdev.wpengine.com/the-build-vs-buy-question-for-investment-managers-and-consultants-just-got-a-bit-more-interesting/): The Covid-19 crisis has added an additional layer to the Build v. Buy decision — time to market and cost is now absolutely critical. Read more about why an investment... ## Pages - [Careers](https://jacobicomdev.wpengine.com/careers/): Jacobi Careers Join our highly talented team of investment professionals and technologists delivering world class technology for the investment manager Explore vacant roles Our values Client first Our client’s success... - [Case Studies](https://jacobicomdev.wpengine.com/case-studies/): Jacobi Case Studies Real client stories. Real impact.  Showcasing how leading investment firms have transformed their multi-asset workflows with Jacobi’s scalable technology. Get in touch How leading investment firms have... - [Privacy policy](https://jacobicomdev.wpengine.com/privacy-policy/): Jacobi Privacy Policy Last Updated 23 June 2026 Jacobi, Inc. and its affiliates (“Jacobi,” “we,” “our,” and/or “us”) values the privacy of individuals who use our websites (including www.jacobistrategies.com) or... - [Jacobi Awards](https://jacobicomdev.wpengine.com/jacobi-awards/): Jacobi Awards We are honored to be recognized by leading industry bodies and publications. Schedule a Demo Multi-award winning technology Innovation is at the heart of Jacobi, and we are... - [Model Portfolio Management Solution](https://jacobicomdev.wpengine.com/model-portfolio-management-solution/): Model Portfolio Management Solution (MPMS) Jacobi’s Model Portfolio Management Solution (MPMS) helps investment teams manage the complete model portfolio lifecycle – from portfolio construction to analytics, governance and client engagement.... - [Jacobi Data Engine](https://jacobicomdev.wpengine.com/jacobi-data-engine/): Jacobi Data Engine Power your investment workflows with a data engine built for AI and scale. Schedule a Demo Unify, automate, and activate your investment data for scalable, AI-ready multi-asset... - [Jacobi Multi-Asset Technology](https://jacobicomdev.wpengine.com/jacobi-multi-asset-technology/): Jacobi Multi-Asset Technology The platform powering multi-asset investment workflows, decision making and reporting. Schedule a Demo Technology that unifies portfolio construction, risk modeling, and analytics Built by investment professionals for... - [Jacobi Modules & Applications](https://jacobicomdev.wpengine.com/jacobi-modules-applications/): Who We Help Asset Managers Wealth Managers & RIAs Asset Owners & Pension Funds Investment Consultants & OCIO’s Jacobi Solutions Jacobi Multi-Asset Technology Model Portfolio Management Solution Custom Portfolio Solution... - [OCIO Solution](https://jacobicomdev.wpengine.com/ocio-solution/): OCIO Solution An end-to-end multi-asset investment solution for OCIO and Fiduciary Management teams. Schedule a Demo With Jacobi’s market-leading OCIO technology solution you can scale your investment workflows and grow... - [Custom Portfolio Solutions](https://jacobicomdev.wpengine.com/custom-portfolio-solutions/): Custom Portfolio Solutions Empowering investment teams to deliver custom portfolios at scale. Schedule a Demo Unlock the full potential of your investment team with Jacobi’s powerful custom portfolio solutions. Streamline... - [Our Technology](https://jacobicomdev.wpengine.com/our-technology/): Our Technology Transform investment workflows with Jacobi’s AI-ready, API-first technology. Get in touch Built for scale, security, and customization Jacobi’s platform combines open architecture with enterprise-grade security and elastic scalability.... - [Who We Help](https://jacobicomdev.wpengine.com/who-we-help/): Who We Help Asset Managers Wealth Managers & RIAs Asset Owners & Pension Funds Investment Consultants & OCIO’s Jacobi Solutions Jacobi Multi-Asset Technology Model Portfolio Management Solution Custom Portfolio Solution... - [Jacobi Strategies](https://jacobicomdev.wpengine.com/): Technology for multi-asset portfolio design, analytics and client engagement Get in touch Your Intelligence Use technology that incorporates your unique investment processes, philosophy, and data. Your Story Integrate your proprietary... - [Contact Us](https://jacobicomdev.wpengine.com/contact/): Book a Demo Contact Jacobi Fill out this form or email us to find out how Jacobi allows you to capitalize on your unique investment intelligence. info@jacobistrategies.com - [How We Help](https://jacobicomdev.wpengine.com/how-we-help/): How can Jacobi help? Our intelligence platform is used by some of the world’s largest and most forward thinking investment managers. Here are some case studies. Get in touch Problems... - [About Us](https://jacobicomdev.wpengine.com/about-us/): About us Founded by a team of investment professionals and technologists, Jacobi’s vision is to transform multi-asset portfolio design and engagement. Get in touch About Jacobi https://jacobicomdev.wpengine.com/wp-content/uploads/2025/05/Jacobi-video-1-HB.mp4 Jacobi Senior Leadership... - [Asset Managers](https://jacobicomdev.wpengine.com/asset-managers/): Asset Managers Asset Managers use Jacobi to build and customize investment portfolios at scale, efficiently design and manage model portfolios and deliver dynamic client engagement. Get in touch Jacobi for... - [Our Solution](https://jacobicomdev.wpengine.com/our-solution/): The Jacobi solution Jacobi’s investment management technology supports the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling dynamic client engagement.  Click on the below to... - [Investment Consultants & OCIO’s](https://jacobicomdev.wpengine.com/investment-consultants-ocios/): Investment Consultants and OCIOs Investment Consultants need to showcase their investment capabilities by delivering bespoke investment strategies and analytics for clients. Get in touch Jacobi for Investment Consultants Scale your... - [Wealth Managers & RIAs](https://jacobicomdev.wpengine.com/wealth-managers-rias/): Wealth Managers Jacobi delivers Wealth Managers a market leading digital tool that supports both the investment team and advisor workflows. Industrialize and govern the portfolio proposal, review, and research process... - [Asset Owners & Pension Funds](https://jacobicomdev.wpengine.com/asset-owners-pension-funds/): 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... - [Thank you](https://jacobicomdev.wpengine.com/thank-you-3/): Thank you! If you have any questions, reach out to our team. info@jacobistrategies.com Read Now Download Now https://jacobicomdev.wpengine.com/wp-content/uploads/2025/05/Jacobi-video-2-Problems-Jacobi-Solves.mp4 - [Thank you](https://jacobicomdev.wpengine.com/thank-you-2/): Thank you! Thank you very much for downloading our content. If you have any questions, reach out to our team. info@jacobistrategies.com https://jacobicomdev.wpengine.com/wp-content/uploads/2025/05/Jacobi-video-2-Problems-Jacobi-Solves.mp4 - [Thank You](https://jacobicomdev.wpengine.com/thank-you/): Thank you ! Thank you for contacting us, we will reach out soon. info@jacobistrategies.com https://jacobicomdev.wpengine.com/wp-content/uploads/2025/05/Jacobi-video-2-Problems-Jacobi-Solves.mp4 - [Insights](https://jacobicomdev.wpengine.com/insights/): Insights The latest investment insights, product updates and news from Jacobi. Get in touch Subject Filter All Asset Allocation Client Engagement ESG Investment Consultants Investment Management Investment Strategy Investment Technology... - [Our Product](https://jacobicomdev.wpengine.com/our-product/): Our product Jacobi is run by a team of seasoned investment professionals who understand the unique challenges facing large investment groups. The company provides its technology to top-tier investors across... - [Licenses](https://jacobicomdev.wpengine.com/licenses/): Open Source Licenses The following open source libraries may be used by Jacobi software If you are the copyright holder to any of the software listed below, and believe that... ## Markdown Exports - http://jacobicomdev.wpengine.com/llms-docs/model-portfolio-management-solution.md - http://jacobicomdev.wpengine.com/llms-docs/case-studies.md - http://jacobicomdev.wpengine.com/llms-docs/ocio-solution.md - http://jacobicomdev.wpengine.com/llms-docs/custom-portfolio-solutions.md - http://jacobicomdev.wpengine.com/llms-docs/jacobi-multi-asset-technology.md - http://jacobicomdev.wpengine.com/llms-docs/jacobi-data-engine.md - http://jacobicomdev.wpengine.com/llms-docs/jacobi-modules-applications.md - http://jacobicomdev.wpengine.com/llms-docs/jacobi-awards.md ## About **Author:** Arnold Chui **Contact:** https://jacobicomdev.wpengine.com/contact/