Jacobi Strategies Platform

Features

• Portfolio Builder Application: Supports dynamic portfolio design with iterative changes, ex-ante/ex-post analytics, scenario testing, and seamless report generation.
• Retirement Planner Application: Projects individual retirement outcomes using customizable variables, simulations, and visual analytics.
• Private Assets Modeling: Models private market investments with cash flow forecasting, stress testing, and commitment pacing tools.
• Model Builder Application: Manages multiple model portfolio groups with scalable customization, governance, and compliance workflows.
• Optimization Application: Performs portfolio optimizations using various objective functions, constraints, and custom attributes.
• Risk Factor Modeling: Builds asset class models using historical data and scenario-based environments (e.g., inflation, market stress).
• SAA & DAA Process Management: Supports strategic and dynamic asset allocation with dashboards, what-if analysis, and benchmark comparisons.
• Client & Board Reporting: Generates dynamic, white-labeled reports with integrated analytics, charts, and tables.
• Attribution Module: Brinson-based multi-asset performance attribution with customizable schemas and top-down analysis.
• Asset & Liability Management: Analyzes funded ratios, stress tests assumptions, and integrates ESG, liquidity, and sponsor metrics.

Capabilities

• Design and manage multi-asset portfolios at scale.
• Integrate proprietary models, data structures, and analytics.
• Enable dynamic client engagement through interactive dashboards and storyboards.
• Support governance and compliance across portfolio workflows.
• Perform advanced scenario testing and optimization across portfolios.
• Visualize and communicate complex investment strategies effectively.
• Customize and automate reporting for internal and external stakeholders.
• Model private asset cash flows and forecast commitment pacing.
• Conduct strategic and dynamic asset allocation analysis.
• Manage asset and liability positions with tailored metrics and stress testing.

Benefits

• Streamlined investment workflows from front office to client reporting.
• Improved scalability and efficiency in portfolio design and management.
• Enhanced client and stakeholder engagement through intuitive reporting tools.
• Reduced reliance on disconnected spreadsheets and manual processes.
• Greater control and flexibility in modeling and analytics.
• Robust compliance and governance across investment processes.
• Faster decision-making with integrated data and real-time analytics.
• Customizable platform tailored to unique investment philosophies and data.