OCIO Solution

An end-to-end multi-asset investment solution for OCIO and Fiduciary Management teams.

With Jacobi’s market-leading OCIO technology solution you can scale your investment workflows and grow your business.

Jacobi’s integrated platform transforms OCIO services by automating portfolio management, deepening risk insights, and providing clear, customizable reporting—helping your OCIO team deliver tailored, scalable investment solutions.

Scale custom portfolios effortlessly

As OCIO teams grow the number of clients they serve, the ability to scale across many custom portfolios becomes a critical concern. How can OCIO service teams efficiently manage many complex portfolios, when constrained by fragmented systems and spreadsheets?

Jacobi empowers OCIO teams with a unified multi-asset platform that streamlines portfolio construction, risk management, and client reporting.

Designed for scalability, precision, and adaptability, Jacobi’s solution enhances operational efficiency, supports data-driven decisions, and delivers transparent, personalized investment strategies—helping OCIO providers build stronger client relationships and drive sustainable growth.

The Jacobi difference

Discover how the world’s leading providers of OCIO services have streamlined their investment and engagement processes with Jacobi.

Features

Benefits

Customization and flexibility

Jacobi is fully customizable across asset class schemas, modeling approach and portfolio structures allowing you to better reflect your unique investment proposition.

Flexible data management

Jacobi integrates seamlessly with clients’ own internal data warehouses or third party data providers, providing flexibility in how data is loaded.

Integration of data, analytics & visualization layers

Jacobi is a fully integrated end-to-end system where you can bring to life your data and analysis storyboarding and report generation functionality.

Purpose-built for multi-asset management

Many other systems have their origins in particular asset classes like equities or fixed income, but Jacobi is purpose-built for the unique portfolio management challenges of multi-asset investing.

Jacobi Software Development Kit

The Jacobi SDK gives users the ability to develop on our platform, which enables them to integrate their own IP and processes with Jacobi’s existing analytics and visualization capability.

Jacobi modules and applications

The Jacobi investment modules and applications designed to support OCIOs and Fiduciary Managers

Assets and Liability Module

Jacobi’s ALM Module integrates liability forecasting with portfolio modeling, combining ESG simulations and cashflows to support and visualize Liability-Driven Investing strategies.

Optimization Application

Jacobi’s Optimization module enables flexible, data-driven portfolio optimization using CMAs or historical returns, supporting diverse objectives and constraints within an intuitive interface.

Private Assets Modeling

Jacobi’s Private Asset Modeling enables detailed cashflow and NAV forecasts, integrating with portfolio tools to optimize commitment pacing and target exposures.

Client and Board Reporting

The Jacobi Report Designer allows you to connect your investment and portfolio analytics, charts, and tables into client and board presentations and reports.

Working with Jacobi has allowed us to replatform multiple tools into one ecosystem, making processes more efficient and freeing time to develop new IP.
WTW

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.

Custom Portfolio Solution

Streamline the creation and management of custom portfolio solutions with powerful tools for look-through analysis, risk assessment, and scalable workflow integration.

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

Learn how our integrated platform empowers OCIO providers to optimize workflows, improve decision-making, and drive sustainable growth.

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.