Jacobi

Multi-asset investment teams often find themselves managing portfolio construction through a patchwork of spreadsheets, siloed analytics tools, and manual reporting processes. Jacobi, founded in 2014 and headquartered in San Francisco with offices in London and Brisbane, was built by former institutional portfolio managers who experienced this problem directly at firms like QIC, JPMorgan, and BlackRock. The platform allows investment teams to embed their own proprietary models, capital market assumptions, and data structures into a single cloud-based environment, replacing disconnected tools without forcing users to abandon their existing investment philosophy.

For multi-family offices, the platform addresses a specific operational challenge: delivering personalized portfolio solutions to clients with distinct risk tolerances while maintaining governance and consistency across a large number of accounts. Jacobi's Model Portfolio Management Solution supports parent-to-child model cascading, configurable approval workflows, and dynamic compliance constraints. T. Rowe Price has noted a reduction in turnaround time for asset allocation model reviews of over 30 percent by using the platform. Key capabilities relevant to MFO investment teams include:

• Forward-looking and historical scenario analysis, stress testing, and risk factor modeling
• Private asset cash flow modeling and commitment pacing for illiquid allocations
• White-labeled interactive dashboards and a report design studio for client-facing output
• Portfolio optimization with customizable objective functions and constraints
• Brinson-based multi-asset performance attribution integrated with custom asset schemas
• A Data Engine for unifying and automating investment data pipelines across the portfolio lifecycle

Jacobi is positioned for investment teams that already have a defined process and want technology to scale and govern it, not for firms seeking a pre-packaged outsourced investment approach. Pricing is not publicly disclosed, and the platform's depth of customization implies a meaningful implementation and configuration investment before teams realize full operational benefit.

• Design and manage model portfolios across large universes with governance and approval workflows
• Run forward-looking and historical portfolio analytics, scenario analysis, and stress testing
• Model private asset cash flows, commitment pacing, and illiquid allocation targets
• Generate white-labeled client and board reports from live analytics
• Integrate proprietary investment models, data, and code into a centralized platform
• Perform portfolio optimization with customizable constraints and objective functions

• Model Portfolio Management Solution (MPMS) with parent-child cascading
• Portfolio Builder Application for iterative portfolio design and analytics
• Private Assets cash flow modeling and Commitment Pacing application
• Portfolio Optimizer with customizable objective functions and constraints
• Asset class and risk factor calibration application
• SAA and DAA process management with scenario-based market views
• Jacobi Report Designer for white-labeled client and board reporting
• Brinson-based multi-asset performance attribution
• Asset and Liability Management module with funded ratio analysis
• Jacobi Data Engine for unified investment data integration and AI-ready analytics

Built for Multi Family Office (MFO), Investment Teams, CIO / Investment Office, Advisors / Wealth Advisors (RIA).