Investment Consultants and OCIOs
Investment Consultants need to showcase their investment capabilities by delivering bespoke investment strategies and analytics for clients.
Jacobi for Investment Consultants
Scale your investment processes and client engagement with Jacobi
Investment Consultants need to showcase their investment capabilities by delivering bespoke investment strategies and analytics for clients. As their business grows, disconnected spreadsheets and processes increase governance risks which puts a strain on resources and impacts efficiencies.
The Jacobi platform solution strengthens the value proposition to the end client giving more flexibility, better data connectivity, more meaningful narrative around risk and better collaboration with clients.
Features
Jacobi works with investment consultants to deliver an integrated multi-asset portfolio construction and analytics platform which provides:
Custom configuration
Configuration around each firm’s investment views, methodology and process.
Tighter governance and controls
Tighter governance with robust permissioning and reporting.
Data
flexibility
Data flexibility including better connectivity, aggregation and automation.
Bespoke
analytics
The ability to perform and scale bespoke, forward-looking, and historical analysis and manage portfolio risk.
Client collaboration
Better client collaboration with dynamic visualization tools and reporting.
Case study
How Jacobi has helped other Investment Consultants
To see how leading investment consultants have integrated their unique investment engagement processes in a single platform with Jacobi view the case studies below:
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.
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.
Scenario Builder Application
Stress test existing and hypothetical portfolios and analyze the impact of various scenarios, helping clients better understand possible impacts on investment objectives.
