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
Utilize data visualization
Integrate proprietary models
Streamline investment processes
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.
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.
Perform portfolio optimizations using a wide range of objective functions and constraints based on allocation ranges and customized attributes
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.