Daniel Baxter
Head of Portfolio Design, Jacobi
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.
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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.
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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 Awards & Accolades
Tanya Bartolini awarded WatersTechnology Woman Of The Year 2025
Jacobi, a leading technology firm focused on transforming multi-asset investment management, is proud to announce that its co-founder, Tanya Bartolini, has been named the WatersTechnology Woman Of The Year at the prestigious 2025 Women in Technology & Data Awards.
Jacobi named in WealthTech100 for the third year running!
The WEALTHTECH100 is an annual list of 100 of the world’s most innovative WealthTech companies selected by a panel of industry experts and analysts.
Jacobi awarded Waters Technology AFTA for most innovative third-party technology vendor (trading, risk & compliance).
The Waters Technology AFTAs is the pre-eminent North American award recognizing excellence in the development deployment and management of financial technology.