Company Research Report: Jacobi

1. Company Overview

Name

Jacobi

Mission of the Company

Jacobi’s vision is to transform multi-asset portfolio design and engagement.

Founding Details

• Founded: 2014

• Founders: Tony Mackenzie, Greg Knox, Tanya Bartolini

Key People

• Co-Founder: Tony Mackenzie

• Co-Founder | Chief Architect: Greg Knox

• Co-Founder | Chief Revenue Officer: Tanya Bartolini

• COO: Kurt Oeler

• CTO: Charles Blaxland

• Director of Operations: Stephanie Mudford

• Managing Director, Australia: Rob Wood

• Head of Portfolio Design: Dan Baxter

• Head of Quantitative Modeling: David Priest

• VP Sales North America: Elena Anisimova

• Managing Director EMEA: Curtis Evans

• Head of Marketing: Stuart Reid

• Head of Global Client Success: Alex Nadler

Headquarters

44 Montgomery St, San Francisco, United States

Employee Count

No information is available

Revenue

No information is available

Recognized Expertise

Jacobi is known for its cloud-based technology platform integrating investment processes, philosophies, and data structures for multi-asset portfolio management.

2. Products

Portfolio Builder Application

• Description: Supports dynamic portfolio design.

• Key Features: Dynamic modeling, iterative changes, and scenario testing.

Retirement Planner Application

• Description: Plans individual retirement outcomes.

• Key Features: Integration of simulations, market assumptions, and data visualization.

Private Asset Cash Flow Modeling Toolkit

• Description: Enables modeling of private market investments.

• Key Features: Seamless forecasting, cash flow analysis.

Multi-Model Portfolio Management

• Description: Customization and management of multiple model portfolio groups.

• Key Features: Governance, compliance, iterative changes.

Optimization Application

• Description: Portfolio optimization using various constraints.

• Key Features: Dynamic integrations, custom attributes.

Risk Factor Calibration App

• Description: Builds risk factor-based models for asset classes.

• Key Features: Scenario-based models, historical data insights.

SAA & DAA Process Management

• Description: Designed for multi-asset investors.

• Key Features: Custom dashboards, what-if analysis.

Client and Board Reporting

• Description: Connects analytics to presentations and reports.

• Key Features: Efficient engagement, crisp visualization.

Asset and Liability Management

• Description: Analyze funded ratios and risk.

• Key Features: Stress testing, cash flow analysis, custom metrics.

3. Recent Developments

New Products or Features

• No information is available

Strategic Partnerships

• No information is available

Innovations

• No information is available

4. Office Locations

• United States: San Francisco

• United Kingdom: London

• Australia: Brisbane

Conclusion

Jacobi is a prominent technology provider in the investment management industry, offering a diverse suite of applications aimed at enhancing the design and management of multi-asset portfolios. With its headquarters in San Francisco and a presence in London and Brisbane, Jacobi is strategically positioned to serve a global clientele.