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Client Segments

Wealth Management

Systematic investment solutions that are scalable and personal, integrated and customizable, sophisticated and cost-effective

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The world of wealth management is changing. A younger generation of high net worth and ultra-high net worth clients are demanding more customized portfolios and integration of personal values through vehicles like direct indexing and Separately Managed Accounts. As a wealth management firm – whether you are a CIO or an advisor – there’s increasing pressure to do more, with less.

Let us support you. Our scalable risk management and portfolio construction technology can help you meet the changing expectations your clients have.

What do wealth managers need?

A menu of model portfolios

To ensure the best ideas are captured with a minimum number of starting point building blocks


To manage client portfolios to the model, taking into account individual client preferences

Tax efficiency at scale

To scale cost-effectively and to maximize client quality of the solution relative to the human capital required for portfolios

Risk models

To have risk models that are tailored to the client use case and investment universe across asset classes

What Axioma solutions can wealth managers access?

Portfolio construction

  • Benefit from our flexible approach and implement high quality, tax efficient rebalancing at scale
  • Create direct indexing solutions, tax efficient Separately Managed Accounts (SMAs) and multi-asset class model portfolios
  • Accommodate personalization and mass customization across thematics, factors, ESG and important client restrictions

Risk models

  • Access Equity, Multi-Asset Class, Fixed Income and Fund-of-Funds Factor Risk Models with different levels of granularity
  • Manage and assess risk and exposures of model portfolios
  • Manage tracking error of SMAs to target model portfolios and direct indexes

Risk and performance attribution analytics

  • Get stress testing, flexible and sophisticated risk analytics on one platform for an integrated view of equity portfolio risk and return
  • Identify exposures and sources of risk with factor and Brinson performance attribution, time-series and point-in-time risk analytics

How do wealth managers benefit from tax optimization and direct indexing solutions?

Personalization and customization

  • Incorporate client views of ESG, impact, thematic & factor
  • Use custom indices to build the strategy to the client’s investment and personal preferences

Scalable account management

  • Tailor the portfolio to offset concentrations in employer stock or inherited securities
  • Incorporate asset allocation strategies while managing Unified Managed Accounts (UMA)
  • Recognize tax-netting opportunities across all portfolios while preventing potential wash sales

Tax optimization

  • Balance tax loss harvesting and model drift as either optimization targets or constraints
  • Manage number of names owned, traded, as well as thresholds in the amount held or traded

How do Axioma solutions fit into wealth management workflows?

Tax loss harvesting while tracking a benchmark or portfolio

Transition legacy assets and minimize model drive and drag when rebalancing

Withdraw cash with minimal tax impact

Holistically manage a Unified Managed Account (UMA) that has sleeves which are taxable and non-taxable.

Case studies and insights

Our partners

Charles River

Axioma Portfolio Optimizer powers the Charles River Tailored Portfolio Solution, which enables wealth management firms to offer high-value portfolio customization at scale.


Axioma Portfolio Optimizer, Axioma Equity and Multi-Asset Class Factor Risk Models are integrated into Jacobi’s platform technology to allow wealth managers to run model portfolio reviews and proposals and run ad-hoc what-if analysis on portfolio changes.

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Learn more about Axioma’s solutions for Wealth Managers

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