Daniel Baxter

Head of Portfolio Design, Jacobi

Daniel is a seasoned investment professional with international experience in portfolio construction, manager selection, risk management and capital markets assumptions. Before joining Jacobi, Daniel was Senior Strategist at QIC, managing a range of multi-asset class portfolios and serving as Portfolio Manager for various alternative asset classes. He has also held positions at QSuper (now Australian Retirement Trust) and Queensland Treasury.

Authored Articles

Beyond benchmarks: Measuring success in a Total Portfolio Approach

How a Total Portfolio Approach (TPA) is changing the way asset managers benchmark and measure success, compared to a traditional asset allocation approach.

Benchmarking portfolio resilience in times of market volatility

During periods of market stress and sharp bouts of portfolio volatility, like we are currently experiencing, investors and stakeholders can become acutely focused on portfolio performance — and sometimes more critically, on relative performance. In times like these, understanding how portfolios are positioned — and where risks are concentrated — becomes critical.

Alternatives for Investment Managers - A Case Study

The fifth and final paper in our series on private market investing for investment managers, we step through a case study that brings together the steps and tools we’ve covered in previous papers.

Preparing for the unexpected: Stress testing for portfolios with alternatives

Exploring the challenges of stress testing portfolios that include alternatives and how Jacobi’s platform equips investors to address these challenges effectively.

How technology can help investment managers effectively pace commitments & manage cashflow in alternative investments

This article will discuss how to allocate capital to alternative investments to ensure long term allocation goals are met.This article will discuss how to allocate capital to alternative investments to ensure long term allocation goals are met.

How Investment Managers can solve the alternative investments asset allocation challenge

Incorporating alternative assets into multi-asset portfolios presents investment managers with the dual challenge of determining how much to allocate and deciding which alternative investments to choose.

How Investment Managers can unlock the potential of alternative investments through technology

This article - the first in a four-part series - explores the foundational question of "Why Use Alternatives?" and the challenges of investing in alternative asset classes that have prevented many large investment managers from taking the leap.

Rethinking the role of portfolio optimization in investment management

The limitations of traditional optimization processes are well-known, leading many asset allocators to overlook their use in portfolio construction. In this paper, we discuss some of the known challenges in using portfolio optimizers, and how investors can use the optimization tools in Jacobi to overcome them.

Scaling solutions for OCIOs: Private assets modeling

Private assets have become a major component of institutional investment portfolios but managing these portfolios is not without challenges. OCIO service providers need bespoke tools that reflect the unique requirements of private assets, while scaling these requirements easily over tens or even hundreds of portfolios. Learn how Jacobi has helped investment teams providing OCIO service overcome these challenges.

Jacobi wins best analytics platform at Data Management Insights Awards Europe

Jacobi is proud to be recognised as the winner of the best analytics platform at the Data Management Insights Awards Europe 2025.

Jacobi wins most innovative third-party technology vendor (analytics)

Jacobi wins most innovative third-party technology vendor (analytics) at the WatersTechnology American Financial Technology Awards 2025.

Jacobi Wins Best Portfolio Management Software Provider

We are thrilled to announce that Jacobi has been named Best Portfolio Management Software Provider at the prestigious 2025 Institutional Asset Manager Awards!