Jacobi

Jacobi Strategies (Jacobi) was founded in Brisbane Australia in 2014 by a team of investment professionals and technologists from a mix of leading investment firms such as JP Morgan, Blackrock, Fidelity, Queensland Investment Commission, Colonial First State and Vanguard.

Jacobi streamlines multi-asset investment processes with a unique, customizable platform for portfolio design, analysis and engagement. White-labelled, cloud-based and highly flexible – users can tailor the platform by integrating their own code, models, data, analytics and applications. Jacobi is top-down and outcome-driven, is highly customizable and, uniquely, empowers dynamic engagement with clients.

Jacobi provides its technology to top-tier investors across the globe, including asset owners, asset managers, wealth managers and investment consultants. Jacobi is fast growing, with clients representing assets under management over US $7 trillion.

Jacobi is headquartered in San Francisco, with other offices in Brisbane and London.