The Jacobi Solution

Jacobi’s platform technology supports the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling dynamic client engagement. Click on the below to find out more.

A powerful platform that is built for the multi-asset investor

Build portfolios with dynamic modeling and analytics

The Jacobi platform supports the many workflow priorities of the multi-asset investor. Bringing together the front office to end client workflows Jacobi provides an efficient workflow process to generate portfolios aligned to objectives.

Integration of data, configuration, output and expansion workflows

Jacobi’s next-gen private cloud infrastructure promotes open architecture and API connectivity. Integrate proprietary investment models, code and data structures that support your distinctive portfolio construction, analytics.

Improve client and stakeholder engagement

The Jacobi report designer provides an intuitive user interface that allows a user to construct a report with the click of a button. Data and analytics are dynamically integrated allowing for fast effective interaction and report generation.

Portfolio Builder Application

Jacobi’s Portfolio Builder Application is designed to support the dynamic nature of the portfolio design process. Starting with a current portfolio, a user can make iterative changes as they design a new portfolio or make recommended portfolio changes.

Consideration of required portfolio outcomes are supported with robust ex-ante and ex-post analytics and scenario testing.

Communication is seamless and with the click of a button analytical output can be pushed to organization compliant, white labeled reports.

Retirement Planner Application

The Retirement Planner is a powerful application to plan and project an individual’s retirement outcomes using a wide range of variables.

The app allows users to integrate their unique simulations and market assumptions, as well as portfolios.

A range of intuitive visual displays and analytics helps users to make sense of the retirement challenge and communicate this with their clients.

Private Assets Modeling

Jacobi’s private asset cash flow modeling toolkit enables multi-asset investors to model investments in private markets and illiquid assets.

Forecast cash flows associated with private asset funds, stress test requirements and use our Commitment Pacing app to solve for the required level of commitments to achieve and maintain a target allocation to private assets.

Multi-Model Portfolio Management

The Model Builder application is a tool purpose built for those managing multiple model portfolio groups and the customization of those models at scale.

The necessary workflow processes are supported allowing users to not only make iterative changes to model groups in one grid but then assess the impact of those changes across all linked portfolios.

Ensuring governance across model changes is simple given the configuration and integration of all relevant data and necessary compliance sign off processes.

Optimizer Application

Perform portfolio optimizations using a wide range of objective functions and constraints based on allocation ranges and customized attributes.

Integrate unique data sets and constraints, bring processes together in dashboards and step-by-step applications and analyze the results across multiple, optimal portfolios.

Share these insights with clients using interactive storyboards.

Asset Class and Risk Factor Modeling

Jacobi’s risk factor calibration app allows you to take historical data and build risk factor-based models for your asset classes. You can then vary the models based on your outlook or changes in positioning, and visualize how they would have behaved.

The app also allows you to easily create scenario-based models by selecting periods in history that correspond to particular environments – for instance, high inflation environments or stressed market environments.

SAA & DAA Process Management

Jacobi is purpose-built for multi-asset class investors and perfectly suited for SAA and DAA processes. With Jacobi you have the flexibility to define your asset class schema, objectives, risk measures, portfolio constraints and other relevant inputs that feed into your portfolio positioning decisions.

Jacobi’s storyboard technology brings these inputs together in custom dashboards where you define the relevant analytics, and allows you to perform what-if analysis, compare different possible allocations, and assess portfolios versus benchmarks or peers.

You can then incorporate current market views to drive DAA analysis, and see how changing allocations or adding new exposures, changes the overall expected portfolio outcomes, as well as measuring how the DAA positions themselves are expected to perform as a stand-alone long/short portfolio.

Client and Board Reporting

The Jacobi Report Designer allows you to connect your investment and portfolio analytics, charts, and tables into client and board presentations and reports.

Ensure efficient and consistent engagement and ultimately strengthen relationships

Crisp visualisation features are combined with a powerful quantitative engine that allows for complex modelling to happen dynamically.


Brinson-based multi asset performance attribution – top-down, reflecting the data schema of the client as integrated into the platform. Ability to integrate with custom asset schemas and universes.

Asset Liability Management

Our asset liability management module allows users to:

Analyse both historic and projected funded ratios, changing assumptions on assets or liabilities, with ability to introduce tailored metrics.

Analyse volatility and Value at Risk of funding position, change assumption sets and stress test under different market scenarios.

Integrate cash flow analysis – such as income generation for cash-driven investing, incorporating cash commitments from private assets, applying different assumptions for sponsor commitments.

Introduce unique objectives, constraints and tolerances to incorporate all stakeholder needs, such as funding deficit and drawdown tolerances, sensitivity of sponsor commitment to market variables.

Integrate unique metrics and analytics to enable wider analysis, such as ESG or liquidity scores.

Customize and schedule dashboards for different review and reporting needs.