Investment Tools for Distribution Teams

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Stress test and scenario analysis with Jacobi

by Jacobi | 10/01/2024 15:00:00

Scenario analysis and stress testing are indispensable tools for evaluating the performance and potential risks to multi-asset portfolios across diverse market conditions. With Jacobi’s powerful new Scenario Builder Module users can...

Reduce complexity and optimise your portfolio review and proposal process with Jacobi

by Jacobi | 05/01/2024 14:00:00

Designing and constructing multi-asset portfolios can be a consuming task. Jacobi’s Portfolio Builder application is designed to support the dynamic nature of the portfolio design process.

Elevate your model portfolio management with Jacobi’s Model Builder application

by Jacobi | 19/12/2023 12:00:00

Growing model portfolio customisation poses a challenge to the scalability of processes and governance. With our Model Builder app, you can easily streamline workflows, optimise portfolios, generate insightful reports, and engage...

Portfolio analytics across complex family entity structures

by Jacobi | 01/02/2021 12:00:00

Portfolio analytics across complex family entity structures

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type