The search term must be a minimum of 3 characters.

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

Business Needs
Select Business Need
Resource Type
Select Search Type
research & insights from Jacobi

The rise of AI agents and future-proofing technology for investment teams

Share this resource
company

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

View Solution Provider Profile

Connect with Jacobi

solution

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...

view solution
by Jacobi
| 21/03/2025 12:00:00

Jacobi CEO Tony Mackenzie discusses how investment firms can future proof their investment processes and operating model to better harness the enormous potential of data, automation and artificial intelligence.

Learn more by clicking the image below to access the insight.

More from Jacobi

The unified lens: why private assets demand a total portfolio approach

by Jacobi | 18/03/2026 12:00:00

Private assets now occupy a core position in the portfolios of most sophisticated institutional investors. As these allocations have grown, investors are no longer focused on how private markets should...

Scaling dynamic asset allocation with Jacobi

by Jacobi | 07/09/2025 21:00:00

For many investors, the challenge of implementing Dynamic Asset Allocation (DAA) is not about forming a market outlook—it is about operationalising it consistently and efficiently across portfolios that differ in...

Why asset owners are trading SAA for a Total Portfolio Approach

by Jacobi | 05/08/2025 00:00:00

This year, CalPERS, the largest pension fund in the US, announced plans to transition its US$533 billion portfolio from a Strategic Asset Allocation (SAA) to a Total Portfolio Approach (TPA)...

Does your technology undermine your Total Portfolio Approach?

by Jacobi | 29/07/2025 18:00:00

A Total Portfolio Approach (TPA) promises a cleaner line of sight between an investor’s overarching goal and every capital‑allocation choice that follows. Yet many institutions still rely on legacy systems built...

Connect with Jacobi

Send

Thanks for connecting with Jacobi

We will inform Jacobi of your interest and request that they connect with you.

Please sign up to see more

Sign up or login if a Wealth Manager

Register as a Solution Provider