Jacobi Strategies : Market and Competitor Analysis

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Jacobi is a financial technology company that offers a cloud-based platform for multi-asset portfolio design, analytics, and client engagement. Their software helps investment professionals streamline their workflow processes, integrate proprietary data and models, and enhance communication with stakeholders through dynamic visualization tools and reporting. They cater to a global clientele of asset managers, wealth managers, asset owners, and investment consultants.

Company : Jacobi Strategies

Industry : Financial TechnologyInvestment ManagementFintech

Major Markets

United States

United Kingdom

Australia

Key Competitors

BlackRock - Aladdin

MSCI

FactSet

Jacobi Strategies Key Value propositions

Portfolio Management

Data Analytics

Client Engagement

Risk Management

Jacobi Strategies Latest news

Asset Owners & Pension Funds

Headquartered in San Francisco, the company is led by a team of experienced investment professionals and engineers. Jacobi. About Us · Careers · News · Login ...

Top 5 trends for Asset Managers in 2022

Headquartered in San Francisco, the company is led by a team of experienced investment professionals and engineers. Jacobi. News · About Us · Careers · Login ...

How We Help - Jacobi Strategies

This impacted their ability to conduct detailed asset allocation analysis in a timely manner, test new thinking and make relevant changes; in order to achieve ...

Jacobi | LinkedIn

Oct 20, 2022 ... http://www.jacobistrategies.com. External ... Jacobi is top-down and outcome-driven, is ... Join us at booth E5 to see Jacobi in action and hear the ...

Jacobi Strategies SWOT Analysis

Strengths

Cloud-based platform, offering scalability and flexibility.Focus on data integration and visualization.Strong client engagement tools.

Weaknesses

Relatively new entrant in a competitive market.Pricing not readily available, potentially hindering transparency.Dependence on the financial stability of large institutions.

Opportunities

Expand into emerging markets with growing investment needs.Develop AI-driven analytics and insights.Offer specialized solutions for specific investor segments.

Threats

Intense competition from established Fintech companies.Economic downturns impacting investment activity.Evolving regulatory landscape requiring continuous adaptation.

Top Marketing Strategies for Jacobi Strategies

Content Marketing and Thought Leadership

Establish Jacobi as a thought leader in the investment management space by creating valuable content like white papers, webinars, and blog posts. This will attract potential customers and position Jacobi as a trusted source of knowledge and expertise.

Strategic Partnerships and Integrations

Collaborate with leading data providers, financial institutions, and technology companies to integrate their services into Jacobi's platform. This will expand Jacobi's reach and offer a more comprehensive solution to clients.

Targeted Account-Based Marketing

Focus marketing efforts on key target accounts within the institutional investment sector. This involves personalized outreach, tailored content, and a data-driven approach to engage decision-makers and drive sales.

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Jacobi Strategies User Persona

Name:

Emily Carter

Age :

42

Gender :

Female

Occupation :

Chief Investment Officer

Industry :

Asset Management

Education :

MBA, Finance

Preferred platforms

GOALS

Achieve superior risk-adjusted returns for her fund's portfolio, exceeding benchmark performance and meeting investor expectations
Implement a robust and efficient investment process, leveraging technology to streamline portfolio construction, analysis, and reporting
Enhance client communication and transparency by providing clear and insightful performance reports and portfolio updates

Frustrations

Dealing with the limitations of legacy technology systems that hinder data analysis and portfolio management efficiency
Managing the complexities of a multi-asset portfolio across different geographies and asset classes
Keeping up-to-date with the latest regulatory changes and reporting requirements in the financial industry

Name:

David Lee

Age :

35

Gender :

Male

Occupation :

Senior Portfolio Manager

Industry :

Pension Fund

Education :

Master of Financial Engineering

Preferred platforms

GOALS

Optimize the pension fund's portfolio allocation to ensure long-term sustainability and meet future pension obligations
Identify and evaluate new investment opportunities across various asset classes to enhance portfolio diversification and returns
Mitigate portfolio risk through effective risk management strategies and stress testing scenarios

Frustrations

Struggling to integrate data from multiple sources and systems, creating inefficiencies in portfolio analysis
Finding it challenging to communicate complex investment strategies and performance results to the pension fund board and stakeholders
Facing difficulties in adapting to the evolving investment landscape and incorporating alternative data and ESG factors into decision-making

Name:

Sophia Chen

Age :

28

Gender :

Female

Occupation :

Investment Analyst

Industry :

Wealth Management

Education :

Bachelor of Science in Finance

Preferred platforms

GOALS

Develop personalized investment recommendations and portfolio strategies for high-net-worth clients based on their financial goals and risk tolerance
Streamline client reporting processes to provide timely and comprehensive updates on portfolio performance and market insights
Stay ahead of the curve by researching and incorporating new investment technologies and strategies into her work

Frustrations

Manually compiling data and generating reports, which is time-consuming and prone to errors
Juggling multiple client requests and portfolio updates simultaneously, leading to potential delays and oversights
Finding it challenging to effectively communicate complex financial concepts and investment strategies to clients with varying levels of financial literacy

Jacobi Strategies Geographic and Demographic Insights

Geographic Insights: Jacobi's top markets are primarily English-speaking countries with developed economies and significant financial sectors.

Top Countries

United States
40.2%
United Kingdom
20.5%
Australia
8.3%
Canada
7.1%
Germany
6.9%

Demographic Insights: Jacobi's target audience is primarily male, reflecting the gender imbalance in senior financial roles, and aged between 35-54, representing experienced professionals.

Age Distribution

Gender Distribution

Jacobi Strategies Socio-economic Profile

Household and Income Insights: Jacobi's users typically have high incomes, reflecting their senior positions and the platform's focus on large-scale investments.

Educational and Employment Insights: Jacobi's users are highly educated with the majority holding postgraduate degrees, correlating with their high-level employment in finance.

Households Size

Income Distribution

Education Level

Employment Status

Jacobi Strategies Behavioral Insights

Interest-Based Insights: Jacobi's audience is interested in finance, economics, technology, and investment strategies, reflecting their professional roles.

Technology and Social Media Usage: Jacobi's audience primarily uses LinkedIn and Twitter professionally. They favor desktop devices, highlighting their reliance on robust platforms.

Interests

Financial newsGlobal economicsTechnology trendsInvestment strategiesData analysisLuxury travelPhilanthropy

Device Breakdown

Social Media Usage

Jacobi Strategies Top Competitors

Competitor	Estimated market share	Top domains
BlackRock - Aladdin	40.5%	Portfolio Management, Risk Management, Investment Analytics
MSCI	30.2%	Investment Analytics, Index Provider, ESG Research
FactSet	19.3%	Investment Research, Data Analytics, Portfolio Analysis

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