Inflexible investment technologies can cost your team valuable time, reduce operational efficiency, and even lead to poor investment outcomes. Whether it’s struggling with slow updates or limited customization, rigid platforms can slow down decision-making and lead to missed opportunities. As an investment manager, you need more than a platform that fits your needs today—you need one that evolves with your strategy and growth over time. Discover how flexible tech solutions can help you stay agile and ahead of the curve. #InvestmentTechnology #AgileTech #TechOptimization #DataDrivenInvesting #InvestmentManagement #DigitalInnovation #FinancialServices
Jacobi
信息技术和服务
San Francisco，California 2,593 位关注者
Helping Investment Firms with Multi-asset Portfolio Design, Analytics and Client Engagement.
关于我们
Jacobi’s platform technology supports the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling dynamic client engagement. Jacobi helps investment firms: 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. With Jacobi investment firms can scale, bespoke forward-looking and historical analysis and manage portfolios risk. 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 and 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. Jacobi is run by a team of seasoned investment professionals who understand the unique challenges facing large investment groups. The company provides its technology to top-tier investors across the globe, including asset managers, wealth managers, asset owners and investment consultants.
- 网站
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https://www.jacobistrategies.com
Jacobi的外部链接
- 所属行业
- 信息技术和服务
- 规模
- 51-200 人
- 总部
- San Francisco，California
- 类型
- 私人持股
- 创立
- 2014
- 领域
- Technology、Investment Technology、ALM、Ex-ante analytics、Ex-post analytics、Performance Attribution、Financial Services、Investment Analytics、Portfolio Design、Client Engagement、Multi-Asset、Model Portfolio Management、Risk Management、Client Reporting、Portfolio Optimization和Open architecture
产品
![点击此处查看Jacobi's multi-asset investment technology]()
Jacobi's multi-asset investment technology
投资组合管理软件
Jacobi streamlines multi-asset investment processes with a unique, customizable platform for portfolio design, analysis and engagement. White-labelled, cloud-based and highly flexible – users can tailor the platform by integrating their own code, models, data, analytics and applications. Jacobi is top-down and outcome-driven, is highly customizable and extensible, and, uniquely, empowers dynamic engagement with clients. Jacobi is a pioneer of “front-to-client” integration technology that many investment groups are only now starting to consider. Jacobi sits above and across traditional bottom-up portfolio management applications. The platform acts as a connection point for other systems and allows firms to integrate their unique data structures, forward projections and models. Firms can code onto the platform to rapidly industrialize and govern their unique tools and models. This allows firms to better scale their complex investment processes and engage with clients
地点
Jacobi员工
动态
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A great turn out for yesterday's event “Future Proofing Asset Management with a Total Portfolio View” in NYC. A big thank you to our co-hosts Alpha FMC and our panel of industry leaders, that made it all possible. Patrick Eldridge Jason Almeida Owais Rana Jeffrey Iverson Tony Mackenzie #PeterOttomanelli #assetmanagement #jacobi #tpv #totalportfolioview #totalportfolioapproach #technology #fintech
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Jacobi转发了
A massive shout-out to Tanya Bartolini for being named #Waterstechnology Woman of the Year 2025! Tanya’s ability to drive innovation while inspiring those around her is unparalleled. Her influence reaches far beyond her team, and this recognition speaks volumes about the amazing work she’s doing in the water tech space. So proud to work alongside such a visionary leader and friend! Here’s to even more success ahead! #womenintech #investmentmanagement #womenthatinspire?
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Jacobi转发了
This is a prestigious win for Jacobi Co-Founder and CRO Tanya Bartolini - taking the WatersTechnology.com 'Woman of the Year 2025' award... a richly deserved accolade!!!
We are thrilled to announce that Tanya Bartolini Co-Founder of Jacobi has been named WatersTechnology Woman of the Year 2025 at the prestigious Women in Technology & Data Awards. Tanya's leadership continues to inspire us all as she breaks barriers and paves the way for more women in tech. This award is a true reflection of her tireless work and dedication. A huge thank you to WatersTechnology.com for the recognition. #WomenInTech #Leadership #Innovation #DiversityAndInclusion #TechAwards #waterstechnology #womanoftheyear https://hubs.li/Q03bfJF_0
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We are thrilled to announce that Tanya Bartolini Co-Founder of Jacobi has been named WatersTechnology Woman of the Year 2025 at the prestigious Women in Technology & Data Awards. Tanya's leadership continues to inspire us all as she breaks barriers and paves the way for more women in tech. This award is a true reflection of her tireless work and dedication. A huge thank you to WatersTechnology.com for the recognition. #WomenInTech #Leadership #Innovation #DiversityAndInclusion #TechAwards #waterstechnology #womanoftheyear https://hubs.li/Q03bfJF_0
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Future-Proofing Asset Management with a Total Portfolio View | SPACE IS LIMITED FOR THIS SPECIAL EVENT ?? Join industry experts from Alpha FMC, American Century Investments, Eldridge Industries, Principal Asset Management and Jacobi as they explore strategies to navigate an increasingly complex market landscape. This discussion will cover key approaches to future-proofing your business,?leveraging data centralization for a comprehensive view across public and private assets and optimizing decision-making from portfolio construction to risk management.?Gain insights into how firms are enhancing client outcomes by integrating technology, data, and innovative frameworks to achieve a total portfolio perspective. ??? Wednesday March 12, 2025 ? 2.00PM - 6.00PM ?? The Wilson - 132 W 27TH St, New York, NY 10001 Don’t miss this opportunity to engage with industry leaders firsthand and in an intimate setting, to stay ahead in an evolving investment environment. Register: https://lnkd.in/ghDagZcZ
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Alternative investments offer the potential for higher returns, but they also come with unique risks and complexities. As an investment manager, how do you ensure your clients’ portfolios are optimized for success? The key is a tailored approach to asset allocation, powered by the right technology. With sophisticated algorithms and analytics, you can achieve a more balanced and diversified portfolio while reducing the inherent risks of alternative assets. https://hubs.li/Q033F7PR0 #InvestmentStrategy #WealthManagement #AssetAllocation #AlternativeInvestments #RiskOptimization #WealthTec
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In FT Adviser's recent Asset Allocator article Jacobi's Curtis Evans and Chris Barnett discuss the importance of scalable model portfolio operations, particularly in light of upcoming FCA and consumer duty requirements. #mps #modelportfolios #investmenttechnology #dfms
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The investment technology market is full of tools that promise flexibility—but many fail to live up to expectations. From limited integration capabilities to rigid functionality, many tools only offer flexibility in theory, not practice. The key to true flexibility lies in whether the platform can seamlessly adapt to your changing strategies, workflow requirements, and asset classes. Does your current tech provide the agility you need for optimal performance? Take a closer look—does your investment technology truly work with you, or against you? https://hubs.li/Q033DPrS0 #InvestmentTechnology #TechInnovation #FinancialServices #AssetManagement #InvestmentManagers #DataDrivenInvesting #FlexibilityInTech
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Jacobi is delighted to have Tony Mackenzie and Tanya Bartolini speaking at the upcoming 2025 Manager Ideas Exchange (MiX) APAC event. Along with other industry leaders they will be talking about Total Portfolio Allocation and how technology can enhance a TPV approach. #MiX2025 #ManagerIdeasExchange #WTW
We understand that #AssetManagers are constantly seeking ways to build investment strategies and solutions that enhance the efficiency of #AssetOwner portfolios. At the 2025 Manager Ideas Exchange (MiX), APAC, gain exclusive insights into WTW’s Total Portfolio Allocation (#TPA) approach—a strategy designed to help investors improve decision-making, streamline workflows, and create better investment solutions. Discover how technology can enhance this approach to deliver even greater efficiency and impact. ?? Register now to secure your spot: https://ow.ly/oC0850VaIBV What’s in it for you? ?? A smarter way to construct portfolios – Learn how WTW’s TPA approach enhances capital allocation and overall portfolio quality. ?? Practical insights on engagement – Understand how asset managers can collaborate with WTW to develop investment products tailored to asset owner needs. ?? Game-changing technology – See how Jacobi supports WTW in enabling scalable, TPA-based portfolio design and dynamic client engagement. Hear from industry leaders: Jeffrey Chee – Global Head of Portfolio Strategy, WTW Jon Pliner, CFA – Deputy Chief Investment Officer, WTW Tony Mackenzie – Co-Founder and CEO, Jacobi Tanya Bartolini – Co-Founder and Chief Revenue Officer, Jacobi See you at 2025 MiX, APAC in Melbourne on 25-26 March 2025! #MiX2025 #ManagerIdeasExchange #WTWINV_AUS #Investments #AssetManagement #PortfolioConstruction #PortfolioManagement