Axioma partners with Jacobi to combine risk analytics tools
12 September 2023 US
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Axioma has partnered with Jacobi Strategies to enhance risk analytics for factor-based decomposition, across equity and multi-asset class portfolios, available to clients of the Jacobi platform.
The integration will enable platform users to benefit from historical datasets, as well as bespoke forward-looking analysis, across a range of different scenarios and stress events, says Axioma. The integration also aims to strengthen stakeholder engagement and enable clear communication of risk sources and impact to end-clients.
Headquartered in San Francisco, Jacobi's technology facilitates the design and management of multi-asset portfolios, streamlines investment workflows and enables client engagement.
Axioma’s analytics suite provides investment management solutions to asset managers, asset owners, hedge funds, wealth managers and sell-side firms.
Brian Rosenberg, chief revenue officer at Axioma, comments: “Our market-leading factor risk models and portfolio optimisation 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 of Jacobi Strategies, adds: “Combining Axioma's risk and optimisation toolkit with Jacobi's visualisation and workflow management capabilities will bring investment managers efficiencies and in turn better outcomes for the end client.”
The integration will enable platform users to benefit from historical datasets, as well as bespoke forward-looking analysis, across a range of different scenarios and stress events, says Axioma. The integration also aims to strengthen stakeholder engagement and enable clear communication of risk sources and impact to end-clients.
Headquartered in San Francisco, Jacobi's technology facilitates the design and management of multi-asset portfolios, streamlines investment workflows and enables client engagement.
Axioma’s analytics suite provides investment management solutions to asset managers, asset owners, hedge funds, wealth managers and sell-side firms.
Brian Rosenberg, chief revenue officer at Axioma, comments: “Our market-leading factor risk models and portfolio optimisation 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 of Jacobi Strategies, adds: “Combining Axioma's risk and optimisation toolkit with Jacobi's visualisation and workflow management capabilities will bring investment managers efficiencies and in turn better outcomes for the end client.”
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