Jacobi - Technology for Portfolio Design, Analysis and Client Engagement

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 analytical output can be pushed to organization compliant, white labeled reports.

Jacobi Portfolio 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.

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. 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 of all relevant data and necessary compliance sign off processes.