Jacobi wins again!

Jacobi has taken the award for "Investment Tech of the Year" at the UK FinTech Awards 2020. Thank you to our clients and partners that have helped us to create the next generation investment technology platform. Jacobi continues to be a pioneer of front-to-client investment technology and promoting a no-code solution for groups that need to scale their custom processes.

Retirement-at-Risk: Design Considerations for Target Date Funds and Lifecycle Products

Target date funds help to simplify the retirement saving challenge for investors. Yet many of these products leave individuals with equity exposure of around 50% as they exit the workforce, so does this level of market risk match what they would expect? Such elevated levels of risk at the end of an investor’s working life can put retirement plans at risk. In recognition that a simple bond/equity glidepath may not be enough, in this paper we highlight three ways to help manage drawdown risks and reduce volatility as the investor approaches their target date.

Jacobi wins "Best Front Office Solution" at FundTech Awards 2020!

We're excited to announce that Jacobi has won "Best Front Office Solution" at the FundTech Awards 2020! A big thank you to our clients who have helped us to create the next generation platform for multi-asset portfolio construction. Thank you also to Funds Europe and Sionic for this recognition.

What should investment managers prioritise in a post-COVID world?

Many investment groups are now entering their budget phase and prioritizing technology initiatives for 2021. Jacobi CEO and Co-Founder Tony Mackenzie weighs in on what investment managers should prioritise most over the next decade.

Untangling the web of model portfolios

While model portfolios are created to help investment firms improve their scale and efficiency, their recent proliferation have created new obstacles for managers. This paper discusses the unintended consequences of model portfolio "webs" and how they may actually introduce risk and complicate client engagement.

Model Portfolio Management: Consistency or Customization

Today, more than 2.7 trillion dollars are invested through model portfolios in the United States alone. While models help to improve the scale and efficiency of investment firms, most clients expect more than a “one size fits all” approach. Investment groups therefore face a dilemma. How can they reap the benefits of model portfolios that give them the necessary scale, while also providing sufficient room for individual client customization? The answer lies in consistency of the process and technology.

How We Help - Jacobi by Client Type

Understanding how technology can solve investment and client team challenges can be daunting. Download our 2 pagers to view Jacobi's workflow solutions for Asset Managers, Multi-Family Offices, RIA's and OCIO's.

"Front-to-client" integration is the next big trend hitting the buy-side

Faced with ever-increasing competition and client demands, investment groups will need to make more of their investment intelligence available to clients. In this article, we discuss the concept of "front-to-client" integration impacting the buy-side. While most investment systems are designed to solely support single teams and processes, there are great opportunities for firms to get closer to their clients by better connecting their investment teams and tools.

Authority Magazine's Influential Women in STEM

How Tanya Bartolini of Jacobi tackles the extreme work life balance of being a woman in STEM during COVID-19.

Investment Consultants in the COVID-19 era: a time to shine?

The COVID-19 crisis is a defining moment for Investment Consultants to reinforce their value. They have the ability to conduct impressive research and create deeply thoughtful recommendations, but the speed and delivery of this guidance can help differentiate their value in the eyes of their clients.

A Fresh Look at Storyboards in Jacobi

In this video, Curtis Evans introduces you to Storyboards in Jacobi. These allow investment groups to rapidly scale their processes, step beyond spreadsheets and add efficiency. As market falls put the spotlight back on cost control, the transformation of investment firms has now become necessary.

Silver Linings Stress Test...

Markets recover, sometimes quickly and sometimes not, but we can't risk losing flow and existing business due to our inability to properly position stress events. As financial services professionals, we need to be able to share (at the click of a button or the whim of a client) several plausible scenarios for the way the current crisis can play out.

Stronger Storytelling in the Age of COVID-19

In our new norm, the Age of COVID-19, visual storytelling is critical. Successful storytellers in the asset management space need to weave together their core investment principles in an intuitive, dynamic way that engages and reassures the client.

COVID-19: Economic Scenario Stress Testing

It should be easy to demonstrate to clients or stakeholders how their portfolios have been thoughtfully constructed to weather downturns related to global events such as COVID-19. In this short video, Jacobi co-founder Tanya Bartolini takes us through some ways our clients are using customized scenario stress testing to have more meaningful (and reassuring) conversations about their current allocations.

The “Build vs. Buy” question for Investment Managers and Consultants just got a bit more interesting…

The Covid-19 crisis has added an additional layer to the Build v. Buy decision — time to market and cost is now absolutely critical. Read more about why an investment manager or consultant’s ability to be a trusted partner is now more important than ever.

Dark clouds closing in for MPS incumbents

The model portfolio service (MPS) market is becoming increasingly crowded as new entrants are attracted by lucrative basis point charges and scale benefits. Yet comparatively little innovation has materialized in this space. Read our thoughts on what the future may hold.

Bridging the gap between manager selection and asset allocation

It’s surprising how little airtime is devoted to discussing the connection between manager research and asset allocation. Most investment firms have distinct teams, systems and analytical approaches for each of these disciplines. But this separation can add risk and lead to sub-optimal portfolio decisions. For many firms, there is a significant opportunity to better connect these distinct processes.

Asset Management Darwinism: Storytelling is the Key to Survival (Webinar)

Fund fees won’t be enough – and four other things asset managers might have to get used to

Your Investment Ecosystem: Will it stand the test of time?

Designing an effective technology ecosystem is front and center for many investment managers. With APIs, firms can now create proprietary toolkits that seamlessly connect to best of breed solutions. Read more about how new technology can be deployed across the distinctive workflows of your investment management lifecycle.

No-code is coming to the investing world

The "no-code" revolution is taking hold across the investment industry, dispelling the myth that we must all learn Python or R to remain relevant. For the first time since the advent of the Excel spreadsheet, the playing field is leveled.

Differentiate your capital market assumptions with Jacobi

There is surprisingly little divergence in the way that investment firms communicate their capital market assumptions - two-dimensional PDFs and spreadsheets still dominate. Learn how asset projections can be integrated throughout both the investment and client engagement process.

The most untapped opportunity in asset management

Many asset managers still rely on factsheets, static presentations and past performance to position their products for clients. As the "solutions" trend in asset management accelerates, learn how progressive firms are creating new tools to make this contextualization dynamic.

The danger that lurks in investment teams

Reliance on Excel-based solutions is ubiquitous across the investment management lifecycle due to the inflexibility of legacy technologies. Learn how forward-thinking investment teams can use smarter technology to remedy rigid systems and processes.

Build vs. Buy? Top Factors When Optimizing for Both

The debate around building vs. buying technology has become an increasingly nuanced decision as the technology and financial services industries continue to collide. Learn how some of the leading firms are optimizing for both options.

Jacobi announces launch into the European market

Jacobi has announced the opening of its London office to support recent signings of marquee UK-based clients.

Jacobi Raises $7.7M in Funding

Jacobi has received more funding to further build out our platform and features.

Fund management fintech Jacobi scores deal with £60bn pension scheme

The Jacobi Story - Morgan’s Podcast

Want to learn more about Jacobi's history, our DNA and our technology roadmap for the future? Jacobi Co-founder | Head of Global Distribution, Tanya Bartolini was recently a featured guest on Morgan's Financial podcast with @christitley.

Commercializing Research: are Asset Managers finally opening up the research black box

Faced with shrinking fees for traditional services, asset managers are now looking elsewhere in search of revenues. Tony Mackenzie, CEO & Cofounder weighs in on this topic and explains how asset managers can use technology to help facilitate this process.

Jacobi Client Forum hosted in San Francisco

Jacobi held its inaugural client forum on May 13th - 15th, 2019 hosting 45 clients in San Francisco for three days of interactive panels and collaboration.

Integrating ESG: Interview

Integrating ESG Considerations in Portfolio Design

While there is an appetite from investors and asset owners to address ESG considerations, there are also challenges for multi-asset investors in doing so. Dan Baxter, Head of Portfolio Design at Jacobi explains why integrating ESG data with other whole-of-fund data and assumptions is a key step in the portfolio design process.

Step Optimization and Portfolio Design

Traditional portfolio optimization processes have several well-known shortcomings. Dan Baxter, Head of Portfolio Design at Jacobi discusses how visualizing changes to asset allocations in incremental steps can be an improvement upon existing approaches.

Multi-Asset Class Modeling: Time to box up your traditional asset classes

Dan Baxter, Head of Portfolio Design and Tony Mackenzie, CEO analyze the need for tools and models that give you useful and actionable ways to understand, manage and communicate the risks in your portfolio.

Modeling Illiquid Assets

Modeling Illiquid Assets within Multi-Asset Portfolios

Illiquid asset classes have become a significant driver of institutional investment portfolio return and risk. Learn how multi-asset investors can incorporate the unique characteristics associated with illiquid asset classes into their multi-asset portfolio modeling.

Using Jacobi for customized client portfolio design

Jacobi Overview - Move Beyond the Spreadsheets

Move your portfolio design process away from spreadsheets

Arithmetic vs Geometric: What’s it all mean

Moving to a multi-period modeling framework helps solve some of the problems of a single-period portfolio optimization, but can produce unexpected results. When modelling asset class and portfolio returns over time investors need to be able to set intelligent assumptions about return distributions, rebalancing and mean reversion, and be able to handle illiquid assets in an intelligent way.

An Inconvenient Truth: ESG and Asset Allocation

Investment debates about ESG typically fixate on individual stock and bond selection decisions. Yet it’s worth stepping back to assess how ESG impacts asset allocation and portfolio design.