Insights

The latest investment insights, product updates and news from Jacobi.

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Governance by design
Investment Technology
September 2026

Governance by Design: Technology and Investment Oversight in the Non-Profit Sector

Governance, not scale, drives long-term non-profit investment results. Learn why institutional memory, oversight, and technology design determine outcomes. .....
AI assisted coding - Jacobi
Investment Technology
September 2026

Webinar: AI Assisted Coding with Jacobi

Unlocking Innovation in Investment Teams: AI-Assisted Coding with Jacobi .....
Stress Testing Private Assets in a Total Portfolio Approach
Investment Strategy
August 2026

Beyond Point-in-Time Metrics: Stress Testing Private Assets in a Total Portfolio Approach

Private assets don't just require a different allocation approach. They require a different way of thinking at every stage of portfolio management, including how resilience .....
separating investment IP from IT
Investment Technology
July 2026

Beyond the Build vs. Buy Debate

Why Forward-Thinking Investment Firms Are Separating IP from Investment Technology. .....
The AI Race in Investment Management
Technology
July 2026

The AI Race in Investment Management: The Hidden Problem

Every investment management firm I speak with right now is either actively experimenting with AI or feeling the pressure to do so. While the AI .....
managed account governance
Model Portfolios
July 2026

The Wrap Tightens: Superannuation Is Raising the Managed Account Governance Stakes

In Australia, more than half of all new money flowing onto platforms is now coming via managed accounts. That kind of scale attracts regulatory attention, .....
AI Adoption
Investment Technology
July 2026

10 Challenges Defining AI Adoption in Investment Management

The investment management industry finds itself at a familiar inflection point: the technology is moving fast, but many of the organizations trying to adopt it .....
sandpit to production floor
Investment Technology
July 2026

From Sandpit to Production Floor: The AI Development Challenge for Institutional Investment Teams

The barrier between investment hypothesis and working prototype has collapsed. The governance requirement has not. Here's how institutional firms bridge the gap. .....
forward deployed engineering - Jacobi
Investment Technology
July 2026

In the Room When it Matters: What Forward Deployed Engineering Means for Investment Technology

"Forward deployed engineering" has become one of those phrases that technology companies reach for when they want to sound closer to clients than they actually .....