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Our intelligence platform is used by some of the world's largest and most forward-thinking investment managers. Here are some case studies.

Use Tools to Differentiate Your Products

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

Commercialize Your Research

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

Scale Your Solutions Advisory

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

Jacobi for Optimization

Who we helped:

A prominent San Francisco-based Registered Investment Advisor (RIA)

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

Jacobi in Action

Atrium Investment Management is a specialist manager of diversified portfolios for high net worth clients, financial advisers, charities, and institutions.

This video shows how Atrium is using Jacobi to empower its clients.