Jacobi's storyboard technology has its roots in institutional investment management and brings together investment expertise and a market-leading technology platform
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Jacobi allows firms to integrate their entire multi-asset investment lifecycle - from portfolio design, to portfolio management and, critically, to engaging with clients. The software combines market-leading cloud-based technology with a powerful multi-asset modelling engine. This is supplemented by extensive tools to scale and automate investment and client engagement workflows. Jacobi...
view solutionThe limitations of traditional optimisation processes are well-known, leading many asset allocators to overlook their use in portfolio construction. In this paper, we discuss some of the known challenges in using portfolio optimisers, and how investors can use the optimisation tools in Jacobi to overcome them.
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