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Ask any CIO at an institutional investment firm where innovation actually stalls. It's rarely a shortage of ideas. AI has made ideation almost instantaneous, but the real challenge is turning promising prototypes into production-grade workflows that deliver tangible client outcomes. The distance between a brilliant investment idea and a live client portfolio is often measured in months of technical debt, governance hurdles, and infrastructure complexity. At Jacobi, we help firms bridge that gap, transforming proprietary investment thinking into scalable, audit-ready solutions that create measurable value for clients. The Jacobi Investment Management Harness is the connective tissue that scales your investment logic across the entire Jacobi platform. By integrating our Foundation Multi-Asset Platform for portfolio construction and client engagement with Production-grade AI infrastructure, we ensure your firm’s unique intellectual property doesn’t just stay on a whiteboard, but actively powers client engagement. Why firms build on Jacobi ✅ From Prototype to Production: Move faster without compromising on the deterministic, audit-ready workflows institutional clients demand. ✅ Unified Data & Logic: Whether it’s core portfolio construction or cutting-edge AI models, everything runs on a single, client-specific entity data model. ✅ Engineering-Ready: Our Forward Deployed Engineering team works inside your workflows, bridging the gap between your analysts and your production environment. Stop managing a fractured tech stack and start focusing on your investment edge. Jacobi provides the infrastructure; you provide the vision. Learn more: https://lnkd.in/gm5GErgh/?utm_campaign=Boost_Post_WebsiteVisits_Nov2,2026&utm_source=linkedin&utm_medium=paid&utm_id=1241872856&hsa_acc=508854737&hsa_cam=1241872856&hsa_grp=922710426&hsa_ad=1669976826&hsa_net=linkedin&hsa_ver=3 #investmentmanagementharness #AIharness #AIinfrastructure #forwarddeployedengineering

Ask any CIO at an institutional investment firm where innovation actually stalls. It's rarely a shortage of ideas. AI has made ideation almost instantaneous, but the real challenge is turning promising prototypes into production-grade workflows that deliver tangible client outcomes. The distance between a brilliant investment idea and a live client portfolio is often measured in months of technical debt, governance hurdles, and infrastructure complexity. At Jacobi, we help firms bridge that gap, transforming proprietary investment thinking into scalable, audit-ready solutions that create measurable value for clients. The Jacobi Investment Management Harness is the connective tissue that scales your investment logic across the entire Jacobi platform. By integrating our Foundation Multi-Asset Platform for portfolio construction and client engagement with Production-grade AI infrastructure, we ensure your firm’s unique intellectual property doesn’t just stay on a whiteboard, but actively powers client engagement. Why firms build on Jacobi ✅ From Prototype to Production: Move faster without compromising on the deterministic, audit-ready workflows institutional clients demand. ✅ Unified Data & Logic: Whether it’s core portfolio construction or cutting-edge AI models, everything runs on a single, client-specific entity data model. ✅ Engineering-Ready: Our Forward Deployed Engineering team works inside your workflows, bridging the gap between your analysts and your production environment. Stop managing a fractured tech stack and start focusing on your investment edge. Jacobi provides the infrastructure; you provide the vision. Learn more: https://lnkd.in/eSfj36rg/?utm_campaign=Boost_Post_WebsiteVisits_Oct8,2026&utm_source=linkedin&utm_medium=paid&utm_id=1220400876&hsa_acc=508854737&hsa_cam=1220400876&hsa_grp=910623616&hsa_ad=1637339406&hsa_net=linkedin&hsa_ver=3 #investmentmanagementharness #AIharness #AIinfrastructure #forwarddeployedengineering

Ask any CIO at an institutional investment firm where innovation actually stalls. It's rarely a shortage of ideas. AI has made ideation almost instantaneous, but the real challenge is turning promising prototypes into production-grade workflows that deliver tangible client outcomes. The distance between a brilliant investment idea and a live client portfolio is often measured in months of technical debt, governance hurdles, and infrastructure complexity. At Jacobi, we help firms bridge that gap, transforming proprietary investment thinking into scalable, audit-ready solutions that create measurable value for clients. The Jacobi Investment Management Harness is the connective tissue that scales your investment logic across the entire Jacobi platform. By integrating our Foundation Multi-Asset Platform for portfolio construction and client engagement with Production-grade AI infrastructure, we ensure your firm’s unique intellectual property doesn’t just stay on a whiteboard, but actively powers client engagement. Why firms build on Jacobi ✅ From Prototype to Production: Move faster without compromising on the deterministic, audit-ready workflows institutional clients demand. ✅ Unified Data & Logic: Whether it’s core portfolio construction or cutting-edge AI models, everything runs on a single, client-specific entity data model. ✅ Engineering-Ready: Our Forward Deployed Engineering team works inside your workflows, bridging the gap between your analysts and your production environment. Stop managing a fractured tech stack and start focusing on your investment edge. Jacobi provides the infrastructure; you provide the vision. Learn more: https://lnkd.in/e8qx3KHg/?utm_campaign=Boost_Post_WebsiteVisits_Sep23,2026&utm_source=linkedin&utm_medium=paid&utm_id=1216174326&hsa_acc=508854737&hsa_cam=1216174326&hsa_grp=907007036&hsa_ad=1628880586&hsa_net=linkedin&hsa_ver=3 #investmentmanagementharness #AIharness #AIinfrastructure #forwarddeployedengineering

📣 WEBINAR | The Global State of Model Portfolio Management: What Leading Firms Are Doing Differently in 2026 Model portfolios keep growing in importance — but how leading firms construct, govern, and scale them looks different than it did even a year ago. Join us alongside Capital Group for a webinar unpacking the trends and operational shifts reshaping the model portfolio market in 2026. We'll cover: - The key trends reshaping model portfolio management this year - How leading firms approach construction, governance, and oversight at scale - Capital Group's approach to building models for institutional partners - What's next: customization, technology integration, and evolving client expectations 📅 Thursday 24th September | 🕐 9.00am (PDT) / 12.00pm (EDT) / 5.00pm (BST) Register now: https://hubs.li/Q04x1Vzc0 #ModelPortfolios #AssetManagement #WealthManagement #Fintech #InvestmentTechnology Steven Fox, PhD Mark Barile Elena Anisimova

Many investment organizations embrace the idea of a Total Portfolio Approach but operational complexity often stands in the way of successful implementation. This practical guide explores the governance, data, workflow, and portfolio management considerations investment teams must address to move from theory to execution. Download the guide to explore: • Portfolio-wide risk and liquidity oversight • Operational challenges holding firms back • Data and governance considerations • Technology and workflow alignment • Practical implementation insights #TotalPortfolioApproach #InstitutionalInvesting #PortfolioManagement #OCIO

As investment firms support more portfolios, more asset classes, and more client complexity, operational pressure increases rapidly. This practical guide explores how investment organizations can better align: • Portfolio construction • Governance • Risk oversight • Liquidity management • Technology infrastructure These are the realities many asset managers face when trying to implement a Total Portfolio Approach (TPA). Jacobi helps unify data, strategy and risk into one scalable platform - without reinventing your entire stack. Discover a pragmatic path to TPA that prioritizes what matters: clarity, control, and better portfolio decisions. An insightful resource for OCIOs, wealth managers, and institutional investment teams.