Jacobi Strategies launches AI investment management platform for institutional clients

BRISBANE, Australia, Oct. 29, 2026 - Jacobi Strategies has unveiled a new platform called the Jacobi Investment Management Harness, designed to assist institutional investment teams in transforming AI prototypes into fully operational investment solutions. This platform streamlines the process that has traditionally taken months, now completing it in mere days due to advancements in AI technology.

The primary challenge, however, remains the transition from prototype to production. Currently, AI models are often run on personal computers using spreadsheets, and their deployment is not well-documented, making it difficult to answer questions about the live version, data sources, and approval processes when queried by boards, auditors, or regulators. The real constraint is no longer the idea itself, but rather the infrastructure that supports its implementation.

The Jacobi Investment Management Harness aims to address this issue by acting as a bridge that scales a firm's investment logic across the Jacobi platform. By consolidating its ten-year investment framework into four layers within a single client-specific entity data model, the platform ensures that proprietary intellectual property is not confined to prototypes but is actively contributing to portfolio outcomes.

The platform comprises four key components:

1. Foundation Multi-Asset Platform: This layer encompasses portfolio construction, risk analytics, reporting, and AI agents, all tailored to each firm's existing processes.

2. AI Workbench: A governed development environment connected to live portfolio data and production infrastructure, facilitating the creation and testing of AI models.

3. Production Infrastructure: This layer provides private deployments, API governance, and comprehensive audit trails, ensuring a smooth transition from development to production with results that are fully auditable.

4. Forward Deployed Engineering: A team of technical investment experts who collaborate with investment teams, utilize the AI Workbench, deploy models to production, and ultimately deliver a fully operational system that the client can control independently.

Tony Mackenzie, Co-Founder and CEO of Jacobi Strategies, emphasized the platform's mission: "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, turning proprietary investment thinking into scalable, audit-ready solutions that create measurable value for clients."

For more information, visit www.jacobistrategies.com.