Current Landscape

• Asset managers position their capabilities and products on the basis of benefits and unique selling propositions which have:
  • Limited regard to an investor’s existing portfolio
  • Limited regard to an investor’s risk and return profile
  • Limited emphasis on forward expectations and their alignment to the objective (including limited governance and control for cases where there is)
• Significant information gap between investment and sales teams

With Jacobi

• Build tools to contextualise products and enable real-time conversations with clients about how a portfolio aligns to their needs
• Incorporate forward asset projections (yours or your client’s), perform stress tests under different regimes, and conduct “step” optimizations to find the optimal allocation – all conducted interactively and live
• Empower your sales team to have solutions conversations with clients, placing outcome at the center
• Deploy tools directly into the hands of clients to strengthen the relationship further

Current Landscape

• Stretching beyond fund and mandate management, asset managers must compete at different points along the investment supply chain to protect margins and revenues
• Technology used to manage, organise, and communicate research is internally focused, clunky, and unfit for client consumption
• Only a little attention is focused on strategic and tactical asset allocation -- which typically accounts for the lion’s share of portfolio returns

With Jacobi

• Asset managers use technology to commercialise and distribute their research, including:
  • Complex models, tools, and research to aid security or asset selection
  • Proprietary data signals and analysis
  • Risk engines to aid portfolio design, construction, and management
• Asset managers rapidly develop analytic tools and systems within the Jacobi platform, which can be on-sold to both existing and new clients
• Asset managers focus on their investment intelligence, not specialist technology challenges such as security, permissioning, and downstream integration

Current Landscape

• Many asset managers currently offer different levels of investment advisory, including strategic asset allocation and product engineering
• Most approaches do not leverage technology and lack scale, and are heavily reliant on bespoke modelling and labour-intense processes
• There's a high risk of investment messages getting distorted as they filter back to the end client

With Jacobi

• Work with clients in real time to design, customise, and build bespoke investment solutions, leveraging technology to scale up the advisory service
• Use the Jacobi platform to develop strategic asset allocation tools that incorporate your own investment intelligence such as capital market assumptions, risk engines, optimisation techniques, and data
• Improve your speed and responsiveness, while also bringing clients closer to the design process

Before Jacobi

Bespoke portfolio optimization built in Matlab/Excel and maintained by external consultants

• Technical user interface prevented rapid iteration
• Calculation time exceeded 2 minutes
• Dependencies on third parties to make code changes

With Jacobi

• Tools are now easily accessible for client-facing PM’s
• Intuitive user interface, with improved calculation times
• RIA is empowered to make changes to analytics