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.”
