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Asset Managers
Asset managers are increasingly focused on the overall value they provide to their clients. As products are becoming more commoditized, investment firms are seeking to distribute more of their investment IP and research to their clients and are looking for technology that can enable the build and distribution of customized processes and data at scale.
Amplify your investment strategy with Jacobi
Asset Managers use Jacobi to build and customize portfolios for clients at scale and enable efficient client and internal stakeholder engagement.
Jacobi Platform Technology
The Jacobi platform enables you to
Make iterative changes
Make iterative changes to portfolios and assess the impact of those changes vs objectives.
Implement governance
Implement tighter governance controls around the management of model portfolios and the customization of those models at scale.
Utilize data visualization
Utilize extensive data visualization and reporting features such as dynamic dashboards, interactive apps, sharing tools and custom reporting capabilities.
Integrate proprietary models
Integrate proprietary models, code, and internal/external data structures through Jacobi’s innovative open architecture.
Manage risk
Provide extensive risk management tools including simulations, stress-testing and scenario analysis.
Streamline investment processes
Streamline investment processes through tighter data connectivity, aggregation and automation.
How Jacobi has helped other Asset Managers
To see how a leading global asset manager with in excess of $700bn of assets under management scaled their model portfolio management with Jacobi.
Tools
Learn more about some of Jacobi’s tools
Portfolio Builder Application
Jacobi's Portfolio Builder Application is designed to support the dynamic nature of the portfolio design process.
Portfolio Optimizer
Perform portfolio optimizations using a wide range of objective functions and constraints based on allocation ranges and customized attributes
