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Leveraging AI in portfolio construction: practical applications and insights

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Built by investment professionals for investment professionals, Jacobi’s unique open-architecture platform enables investment firms to efficiently build, scale and automate the delivery of multi-asset portfolios

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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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