Headquartered in San Francisco, Jacobi’s’ technology facilitates the design and management of multi-asset portfolios at scale, streamlines investment workflows and enables dynamic client engagement.

Clients of the platform, including asset managers, wealth managers, consultants, and asset owners, will now have access to Axioma’s equity and multi-asset class factor risk models and portfolio optimizer, to better visualize portfolio risk, inform portfolio construction decisions, and ultimately bolster their portfolio return objectives.

With the integration, investment managers now have seamless access to point-in-time and time series risk analytics for factor-based decomposition, across equity and multi-asset class portfolios - all in one workflow integrated solution. In line with Jacobi’s’ unique, forward-looking portfolio construction capability, platform users will benefit from deep historical datasets, as well as bespoke forward-looking analysis, across a range of different scenarios and stress events.

With crisper and more intuitive visualization, the integration will also strengthen stakeholder engagement and enable clear communication of risk sources and impact to end-clients. This meets the growing demand from wealth and asset managers — as well as asset owners, trustees and consultants — for more detailed and timely risk reporting, particularly during market and geopolitical events.

Brian Rosenberg, Chief Revenue Officer at Axioma comments: “We are pleased to partner with Jacobi , a firm that shares Axioma’s commitment to put technology and the client experience at the heart of its platform. Our market-leading factor risk models and portfolio optimization tools will prove timely for wealth managers as they seek to better control gains and losses within tax-aware portfolios and navigate systematic factors in today’s market, such as high inflation and interest rates.”

Tony Mackenzie, Co-founder and CEO at Jacobi Strategies adds: “We are delighted to be partnering with Axioma who are highly regarded for their comprehensive bottom up risk analytics. Combining Axioma’s risk and optimization toolkit with Jacobi’s powerful visualization and workflow management capabilities will bring investment managers enormous efficiencies and in turn better outcomes for the end client.”