Leveraging AI in portfolio construction: practical applications and insights

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Jacobi's storyboard technology has its roots in institutional investment management and brings together investment expertise and a market-leading technology platform

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Jacobi

Jacobi allows firms to integrate their entire multi-asset investment lifecycle - from portfolio design, to portfolio management and, critically, to engaging with clients. The software combines market-leading cloud-based technology with a powerful multi-asset modelling engine. This is supplemented by extensive tools to scale and automate investment and client engagement workflows. Jacobi...

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by Jacobi

| 16/04/2025 14:00:00

Artificial Intelligence (AI) is set to reshape portfolio construction and asset management in the years to come. As investment firms look to adopt AI tools, a critical question emerges: How ready are we to integrate AI into our core processes, and what does this actually mean in practice?

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If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type