Daniel Baxter
About Daniel Baxter
Daniel Baxter is the Head of Portfolio Design at Jacobi, with extensive experience in portfolio construction, risk management, and capital markets assumptions.
Title
Daniel Baxter serves as the Head of Portfolio Design at Jacobi. He has been in this role since 2016 and is based in London, United Kingdom.
Professional Experience at Jacobi
As Head of Portfolio Design at Jacobi, Daniel Baxter has made significant contributions to the platform's development. He has integrated a multi-asset focus, which has enhanced Jacobi's appeal to institutional investors. He has also played a central role in expanding the company’s client base to include some of the world's largest asset owners and managers. Additionally, Daniel has contributed to the creation of Jacobi's intuitive storyboard feature, which aids investment managers in effectively visualizing and communicating portfolios.
Previous Role at QIC
Before joining Jacobi, Daniel Baxter worked at QIC as a Senior Strategist from 2007 to 2016 in Brisbane, Australia. In this role, he gained extensive experience in portfolio construction, risk management, and capital markets assumptions.
Education and Expertise
Daniel Baxter holds a Graduate Diploma in Applied Finance from Finsia, completed in 2006. He also earned two Bachelor’s Degrees from The University of Queensland: one in Law, completed in 2003, and one in Economics, completed in 2002. His educational background has provided him with a strong foundation in finance, law, and economics, enhancing his expertise in portfolio design and strategic investment management.