Insights

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

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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 .....
Stress testing article
Risk Management
July 2026

Returns-Based Stress Testing: Understanding Portfolio Risk Without Looking Under the Hood

As portfolios become increasingly complex and investors demand greater insight into risk, returns-based stress testing has become an essential tool for asset managers, wealth advisers, .....
Jacobi shortlisted - funds europe 2026
Jacobi Awards
June 2026

Jacobi Shortlisted in Funds Europe Awards 2026

Jacobi is proud to announce we have been shortlisted in the Funds Europe Award 2026, for European FundsTech Provider of the Year: Front Office category. .....
Jacobi - wealth management awards 2026
Jacobi Awards
June 2026

Jacobi Named Finalist in the 2026 Wealth Management Industry Awards for Portfolio Analytics

Jacobi, a leading provider of multi-asset portfolio construction, analytics and investment management technology, is proud to be named a finalist in the Portfolio Analytics category .....